Sage 300 Unleashed 2.0 — our second half-day online event packed with the latest insights, updates, and new expert tips.
Thursday, July 17 - 9:00am - 11:30am PT
After an incredible response to our first Sage Unleashed event, we’re doing it again - with new speakers & prizes. Join us Thursday, July 17, 2025, from 9:00–11:30 AM PT for Sage Unleashed 2.0! Whether you attended last time or are brand new, this half-day event is packed with fresh insights, solutions, and inspiration.
We’re unveiling the latest Sage 300 updates, smart cloud hosting strategies, and introducing three new ISV partners with innovative integrations. Plus, you’ll hear new client success stories, explore live demos with our Equation team, and learn practical ways to streamline processes and uncover hidden value.
Just like last time, we’re keeping things interactive with quizzes, live Q&A, and $800+ in cash prizes. If you missed our first event, don’t miss this second chance to join the energy and discover new possibilities for your business. If you did attend our last event, get ready for a whole new round of insights to spark fresh, actionable ideas for streamlining processes and uncovering hidden value in your Sage solution.
Speaker: Effie Paek, Customer Success Strategic Director of Equation Technologies
Join us for our second Sage Unleashed 2.0 event as Effie Paek kicks things off with opening remarks. She'll set the stage for our gathering, giving you an insightful overview of what to expect and highlighting key themes and objectives.
Given how friendly she is, you might not know that Effie avoids public speaking as much as possible, so this will be the shortest section of the day!
Speaker: Doug Bilderback
Fresh from attending Sage Future in June, Doug will share updates and the future roadmap for Sage 300. With Sage's renewed focus on the solution, the latest releases include general improvements, program fixes, and specific functionality requested by users like you.
Doug will make sure you haven't missed anything important and share tips on how to maximize these new features.
Speaker: Darby Schafer
Darby, who leads our cloud hosting team, has helped many of our Sage 300 clients transition to the cloud. He'll review the options available, including Sage Cloud and our dedicated private cloud.
You'll also learn how what factors go into assessing your current tech stack to determine what and when to move to the cloud, as well as the entire process involved.
Join us to discover how our team can help you achieve a significant digital transformation without changing your current solutions. Our team is here to help you get the most out of Sage 300, and as a reminder of your tech support options, we also host Sage 300 with upgrades included!
Speaker: Brian Miller
Also straight from Sage Future, Brian will showcase the latest in Sage's AI developments and announcements. See how Sage is transforming GL, bank reconciliation and AP Automation. You'll also get to see how Sage Copilot continues to develop new ways of eliminating manual tasks while providing better insight.
Brian will also share first-hand experience of what clients migrating from Sage 300 to Intacct should expect in the digital transformation process, with insight across a wide-range of industries and business-sizes.
Speakers: Rebecca Mergner, Vice President of B2B Products, Nuvei
The world of payments is constantly evolving and Nuvei helps businesses stay ahead by turning payments into a powerful growth engine. Nuvei’s integrated ERP payment solutions simplify transactions with seamless credit card, debit and ACH processing. Additionally, Nuvei Financing improves cash flow and fee recovery reduces payment processing costs. With Nuvei, businesses can optimize their payment strategy, drive efficiency and maximize revenue potential.
Speaker: Chris Grady, Head of Partnerships, and Kelli Goody, Senior Strategic Solutions Consultant, Marcus Solutions
Martus Solutions takes the pain out of budgeting, forecasting, and reporting for Sage 300 users, offering a significant upgrade from traditional methods. It replaces the common spreadsheet overload with user-friendly tools designed for building collaborative budgets, managing intricate personnel planning, accurately forecasting cash flow, and generating real-time reports that provide immediate insights.
Speaker: Christopher Lupton, President, INFODYNAMICS
INFODYNAMICS helps Sage 300 users fundamentally simplify their AP and AR processes with INBOOKS. This powerful, easy-to-use suite is engineered to automate expenses, efficiently manage complex workflows, and streamline document handling from start to finish. With INBOOKS, you can eliminate manual entry and welcome significantly smoother, more accurate processes, all without the burden of per-invoice or per-document fees.
Get ready to test your knowledge with a series of engaging quizzes! Not only can you show off your skills, but a special prize awaits participants. To be eligible, you'll need to be present for the entire event, so please plan to stay until the end. It's a fantastic chance to showcase your expertise, connect with other attendees, and enjoy some friendly competition.
To win, you must be present for the entire event, so be sure to stick around until the very end.
Date: Thursday, July 17, 2025
Equation Technologies
United States: 533 2nd Street Encinitas, CA 92024
Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6
Phone: 866.436.3530 • E-mail: info@equationtech.us
Equation Technologies ©2016