Insights

Events and Webinars.

Live and on-demand sessions for finance leaders and operations teams at active buying and learning stages. Structured around real decisions, not product demonstrations.

Sage Platinum Club 2025 20 Years' Experience UK + North America 98% SLA Met
Upcoming Events

Live Sessions — 2026

Roundtable — Live

ERP Selection: Making the Right Platform Decision

A structured roundtable for CFOs and Finance Directors who are actively evaluating ERP platforms. Covers selection criteria, vendor assessment, risk management, and the questions most evaluation processes miss. Limited to 12 participants.

Quarterly — next session: September 2026

Briefing — Live

AI in Finance: Building a Credible Strategy

A 90-minute executive briefing for CFOs and Finance Directors on building an AI strategy that delivers return rather than stalling at pilot stage. Covers sequencing, governance, and the conditions for AI readiness.

Monthly — next session: June 2026

Workshop — Live

Sage Intacct Deep Dive: Multi-Entity and AI Features

A half-day technical workshop covering Sage Intacct multi-entity consolidation, dimensional reporting, Sage Copilot AI features, and the Mysoft governance framework. For organisations at Stage 2 evaluation or above.

Bi-monthly — next session: July 2026

Workshop — Live

Sage X3 and X3CloudDocs: Manufacturing and Distribution

A half-day technical workshop covering Sage X3 manufacturing and distribution capabilities, X3CloudDocs automation modules, and the ISV ecosystem. For manufacturing and distribution organisations at evaluation stage.

Bi-monthly — next session: August 2026

Sage Platinum Club 2025 20 Years' Experience UK + North America 98% SLA Met
On Demand

Watch On Demand

The Four Stages of AI-Ready Finance

A recorded 45-minute session presenting the Mysoft AI Transformation Journey — four stages, governance framework, platform implications, and readiness assessment. The foundation briefing for any finance leader starting the AI conversation.

Request access →

X3CloudDocs: Live PIA Demonstration

A 30-minute recorded demonstration of X3CloudDocs Purchase Invoice Automation in a manufacturing environment — from invoice receipt through matching, exception handling, and Sage X3 posting.

Visit Demo Hub →

Sage Intacct: Multi-Entity Consolidation in Real Time

A 20-minute recorded demonstration of Sage Intacct consolidating across five entities in real time — including intercompany eliminations, currency translation, and dimensional reporting. No manual journals.

Visit Demo Hub →
Past Event

ERP Selection Roundtable — May 2026

Mysoft hosted an ERP selection roundtable in May 2026 for CFOs and Finance Directors at active buying stage. The session covered platform selection criteria, evaluation process design, vendor risk assessment, and the questions most RFP processes miss.

Twelve finance leaders attended, representing manufacturing, professional services, and NFP organisations. Post-event feedback indicated that the structured evaluation framework was the most valuable output — several participants had not previously defined their selection criteria with sufficient rigour to differentiate between shortlisted platforms.

The next roundtable is planned for September 2026. If you would like to be considered for a place, register interest via the contact form.

Register Interest for September
Stay Informed

Be the First to Know About Upcoming Events.

Register your interest and we will notify you of relevant upcoming sessions — matched to your sector, role, and evaluation stage.