Sage Transform 2022

October 10-14, 2022​ | Orlando World Center Marriott & Gaylord Palms, Orlando, FL

Main conference & Exhibit floor: Orlando World Center Marriott
Partner Town Hall: Gaylord Palms


Solver is proud to be a Gold sponsor of Sage Transform 2022.

Sage Transform is designed exclusively for the Sage Intacct community of customers, partners, and industry experts to provide community connections, education, and inspiration mixed with some fun.

Where to find Solver at Sage Transform 2022:

  • Visit our Booth: 719
  • Attend our Session: Advanced Planning and Reporting for Sage Intacct [SPO1382TH]

Advanced Planning and Reporting for Sage Intacct

Wednesday, October 12 | 1:10 – 1:30 PM

Tracy Rich, EVP Business Development, Solver and Rose Shah, Sr. Solutions Engineer, Solver

Join Solver’s Tracy Rich and Rose Shah as they share how to enhance your Sage Intacct solution to incorporate more advanced planning and reporting features when SIP doesn’t fully meet your organization’s needs.

This session will explore:

Planning (budget / forecast) and reporting beyond SIP

Solver is your advance planning and reporting solution fully integrated with Sage Intacct, including:

  • Standard and user-defined dimensions
  • Many-to-many relationship

Building and modifying templates and reports with Solver’s modern EXCEL REPORT DESIGNER

  • User-friendly and familiar design experience
  • Salesforce, operational systems, legacy ERP, POS, Payroll

Visualizing your organization’s performance using Power BI & Tableau

Great for organizations that have already invested in Power BI or Tableau!


  • Budgeting and forecasting for any time period—daily, weekly or custom calendar (e.g., 4,4,5; 4,5,4; and 13th period)
  • Balance sheet and cash flow planning
  • Key budgeting/forecasting data & drivers outside Sage Intacct
  • Replicating or converting existing Excel models and functionality


Community Summit North America 2022

October 10-13, 2022 | Gaylord Palms, Orlando, FL


Solver is proud to be a Premium sponsor of Community Summit North America 2022.

Community Summit NA is the largest independent gathering of the Microsoft Business Applications user ecosystem. This 4-day event offers attendees the chance to:

  • Hear about the Microsoft strategy and go further to understand what that means for you with expert interpretation.
  • Find solutions available in the Expo but also create action plans on how to implement them.
  • Find solutions to the break/fix problems for your entire organization and solve everyone’s problems
  • Learn from experts and other users to do your job better today but also get inspired on how to do your job with less stress and pain

Where to find Solver at Community Summit North America:

  • Visit our Booth: 1007
  • Sit in on our three In-Person Sessions! (see details below)
  • Watch us on PartnerTalks

5 Tips to Elevate Your Budgeting, Forecasting and Analysis in Dynamics 365 F&O

Monday, October 10, 2022 | 3:00 PM – 4:00 PM | Room: Osceola 2, Convention Center, Level 2

Stephanie Gamber, VP Solutions Engineering, Solver

Does your organization dread the annual Budgeting processes? Does it take too much time to update forecasts throughout the year? Do you have the right analysis tools in place to measure performance against strategic goals?

Good News – all this can change in as little as One Day!

After this session, you will know how to:

  • Guide the health of your current budgeting & forecasting processes
  • Incorporate ‘what if’ analysis & multi-scenario planning to better model potential outcomes
  • Involve the right people in your budgeting & forecasting process, and maintain strong controls
  • Measure your decision-making accuracy by automating your variance reporting & KPIs
  • Leverage the latest rapid CPM solution deployment tools to achieve advanced organization-wide planning, reporting, and analysis in ONE DAY.

Unlocking the Power of Excel

Monday, October 10, 2022 | 4:15 PM – 5:15 PM | Room: Sarasota 2, Convention Center, Level 2

Corey Barak, COO, Solver

Provide users specific ways to improve their day-to-day work lives by using Excel to its fullest without being an expert. The area we start with is to take a very large data set and show many ways to interpret the data in ways that is easily understandable. It will give users the ability to analyze data quickly and efficiently. We provide all users with an Excel sheet that has all of the information that they can use to train.

Learning Objectives

  1. See the true value of Excel to visualize and interpret data.
  2. Introduce useful Excel formulas to use everyday.
  3. Incorporate advanced functionality such as Bing Maps, Dashboards, and Key Performance Indicators (KPIs).

Interview with Solver

Tuesday, October 11, 2022 | 3:15 PM – 3:30 PM | Room: Exhibit Hall, Legends Stage

Stephanie Gamber, VP Solutions Engineering, Solver

Dynamics 365 Finance Financial Management Tools Showcase

Tuesday, June 14 | Online

1 hour sessions, choose your time: 9 AM, 12 PM, 3 PM Eastern

Register here


(NOTE: This event will run at 9am, 12pm, and 3pm ET)
This unique event, brought to you by MSDW and, is designed for finance-focused D365 Finance & SCM users and consultants who want to discover new and innovative solutions that boost performance and broaden your digital capabilities.

Join us to hear from five unique vendors, each with their own expertise and specialized IP that add measurable value to Dynamics 365. Participating ISVs will be:

  • deFacto Global (Corporate Performance Management)
  • Dooap (AP Automation)
  • Sana Commerce (E-Commerce)
  • SK Global Software (Banking & Treasury Automation)
  • Solver (BI, Reporting, and Data Warehouse)

Directions North America 2022

April 3 – 6, 2022 | Hyatt Regency Grand Cypress, Orlando FL

Meet with Solver during Directions North America


Solver is proud to be a sponsor of Directions North America 2022.

Directions North America is the premier Microsoft Dynamics 365 event driven by Partners – for Partners. Attendees will build new business contacts, learn about best practices, and discover valuable tools for execution and success.

How to find Solver at Directions North America:

Check our our Session: ISV Session #ISV102

“How to Win with Dynamics and Solver for Your Clients”

Sunday, April 3, 4:30 PM – 5:00 PM | Windsong Rooms 3-4

Solver allows organizations looking to accelerate growth and gain complete insight into their business. As a Microsoft Preferred and Co-Sell Solution your clients can easily connect to all key Dynamics data through Solver’s pre-built integration wizard and get the right information to the right people in days…not weeks…with over 50 Prebuilt Reports and Templates.

In this session you will learn how Solver can help your clients to streamline the reporting and budgeting process. You will also learn how Solver allows Partner organizations to compete in the Corporate Performance Management industry to win more deals for your ERP Business. Solver will share details of our Partner Programs and how to grow in 2022.


How to meet with Solver during Directions North America:

Please contact a Solver Partner Development Manager.

Acumatica Summit 2022

January 23 – 28, 2022 | Wynn, Las Vegas, Nevada

Register for Acumatica Summit


Solver is proud to be a premium sponsor of Acumatica Summit 2022.

The annual Acumatica Summit is a seminal event for Acumatica customers, partners, and industry analysts – with motivating keynote presentations, engaging networking opportunities, and a broad array of informative sessions including product news, demos, and roadmaps.

With the health and safety of Acumatica Summit attendees as a top priority, the 2022 Acumatica Summit will take place January 23–28 at Wynn, the stunning five-star modern luxury resort in the heart of Las Vegas!

  • Collaborate – share new ideas, past successes, and business best practices
  • Innovate – learn about exciting new high-productivity features, industry-leading mobile apps, multi-cloud integrations, and more
  • Accelerate – increase your knowledge, your effectiveness, and your business growth

How to find Solver at Acumatica Summit: 

Come see Solver at Booth #57, and don’t miss our Acumatica-focused session (details below).

Next Level Planning: Advanced Budgeting and Forecasting in 1 Day” 

1:10-1:55 PM, January 25 in Krug 1 & 2

Does your organization dread the annual Budgeting processes? Does it take too much time to complete accurate and detailed forecasts throughout the year? Good news – that can change today!

Join us for a live demonstration of Solver and learn how easy it can be to deploy advanced organization-wide planning in just one day. During this session, we will show you how to:

  • Create a new budget or update your existing forecast with no configuration required
  • Leverage the power of Excel to make simple layout changes to templates
  • Go beyond the general ledger with detailed operational models including workforce planning, project-based budgeting, capital expenditures, sales & revenue planning and more.
  • Collaborate with budget contributors across the organization using assignments, workflow and approvals
  • Seamlessly connect to key data sources outside of Acumatica for full visibility
  • Automate your variance reporting for deeper analysis

Register for Acumatica Summit

sage transform

Sage Transform 2021 | 11/8-11/12

Venetian Las Vegas, NV

Solver is pleased to be a Gold Sponsor at Sage Transform 2021.

Formerly known as Sage Intacct Advantage, Sage Transform will offer the information and updates you expect to receive on Sage Intacct, but will now include additional keynotes and breakouts. This means additional sessions purpose built for customers of Sage Intacct Budgeting and Planning and Sage People. This event is structured to equip Sage Intacct customers with the power of Sage solutions and share how they are designed to help navigate digital transformation – all while providing value to take back to your organization.

Sage Transform | Sage Intacct, Inc.

community summit

Community Summit North America 2021 | October 12-14

George R. Brown Convention Center, Houston, TX


Solver is pleased to be a Platinum Sponsor of Community Summit NA.

Community Summit North America is the largest independent gathering of the Microsoft Ecosystem.  Thousands of people come together from around the globe each year for valuable insights and practical ideas that help them do more with Dynamics 365 and the Power Platform.

Summit NA 2021 | Live Microsoft User Conference

healthcare finance

Sept. 23, 2021 | 9am – 2pm PT

Solver is a proud sponsor of the Healthcare Finance Leaders Forum.

Healthcare finance leaders are facing a make-or-break moment: can they successfully guide their practices out of the pandemic? Make no mistake, this is their greatest challenge yet, and those who are successful will cement their status, not just as the keepers of what has happened, but as crucial drivers of the practice’s future.

In this complimentary virtual event, Sage Intacct and leaders from across the healthcare sector will share strategies for healthcare finance leaders to up their game, raise their profile inside and outside their organizations, and set themselves (and the business) up for future success.

Healthcare Finance Leaders Forum (