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Webinar: Achieving a seamless close to 2023 and renewed focus for 2024

Julie Schilz
Dec 20, 2023

Join Wipfli’s Sage Intacct specialists for a webinar offering in-depth and timely training covering everything you need to know to file your 1099s and close out the calendar year.

Find out about four ways that new Sage Intacct features can jump-start your 2024 processes by  automating entries and creating more dynamic controls.

Get answers to your questions and learn about:

  • Preparing your data for 1099s.
  • 1099 distribution — training and best practices
  • Ways to elevate your financial processes using AP automation, bank feeds, allocations and budget integration.

Presenters Julie Schilz and Kim Friloux shared Wipfli’s insights and perspectives that combine technology, data and processes to help you achieve your goals.


Julie Schilz
MBA, Manager
Kim Friloux
Senior Consultant


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