Doug, Matt, and Emily look ahead to Sage's upcoming Partner Summit in Orlando and discuss what to expect as the company kicks off fiscal year 2026. The conversation covers everything from AI implementation reality versus marketing speak to potential shifts in go-to-market strategy, price sensitivity in uncertain economic times, and why Sage is flooding construction conferences. Matt and Emily each make bold predictions about what might get announced at the closed-door partner event—and they'll be back to see who was right.

Sponsors
Bluebook - https://unsage.promo/bluebook

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (05:49) - Discussion on Future Events and Partner Summits
• (12:12) - Focus on AI and Its Practical Applications
• (17:04) - Details on Sage Future for Partners Event
• (22:02) - Upcoming Events in the Sage Ecosystem
• (23:11) - Sage Intacct and Procore Relationship
• (24:30) - Artificial Intelligence and Copilot
• (28:20) - Economic Instability and Price Sensitivity
• (37:36) - Negotiation Session at Future for Partners
• (39:46) - Wild Predictions for Future for Partners
• (41:55) - Concluding Thoughts and Dad Jokes

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Ximena Maynard, CFO of Legacy Management Group, shares how she consolidated 30 separate QuickBooks files across 11 nursing facilities into a unified Sage Intacct system. She discusses the unique compliance challenges in healthcare finance, from managing resident trust funds to navigating complex Medicaid billing, and tackles the industry's biggest challenge of attracting and retaining quality staff.

Sponsors
Bluebook - https://unsage.promo/bluebook

• (00:00) - Introduction and Casual Banter
• (03:02) - Introducing the Special Guest
• (04:48) - Guest's Background and Career
• (07:31) - Challenges and Solutions in the Nursing Home Industry
• (10:41) - Implementing Sage Intacct
• (15:13) - Current Tech Stack and Integrations
• (22:28) - Compliance and Fraud in the Healthcare Industry
• (25:39) - Building Renovation Challenges
• (26:38) - Managing Multiple Facilities
• (27:34) - Financial Transparency and Reporting
• (27:59) - Floor Spending and Budgeting
• (31:39) - Industry Trends and Scalability
• (42:03) - Staffing and Labor Challenges
• (45:15) - Advice for Healthcare Finance Professionals
• (48:18) - Closing Remarks and Dad Jokes

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Josh Smyser shares how he went from Big Four auditor to running his family's tuckpointing and restoration business after his father's death, growing TNT from $200K to over $6M in revenue. He explains why he chose Sage Intacct at just $3M in revenue, how he learned from a painful Sage 100 implementation to take control of his Intacct setup, and why he prioritizes best-of-breed software like Procore, Intacct, and Salesforce to prepare his company for AI integration.

Sponsors
Assembly - https://unsage.promo/assembly

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:19) - Introducing Josh Smyser
• (00:37) - Journey with Sage Intacct
• (05:05) - Josh's Background and Family Business
• (20:28) - Challenges and Growth in the Business
• (27:04) - Navigating Market Challenges
• (28:35) - Adapting to Market Changes
• (30:30) - Winning High-Value Projects
• (34:09) - Transition to Intacct
• (36:12) - Implementation Challenges
• (39:00) - Integrating Modern Systems
• (44:24) - Future Growth and AI Integration
• (48:43) - Final Thoughts and Future Plans

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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