Martus Momentum Agenda

Frequently Asked Questions

• Who should attend Momentum?

  Martus Momentum is designed for Martus customers and partners who want to deepen their knowledge, strengthen their processes, and connect with other finance leaders.

  This event is ideal for:

  • CFOs and finance leaders
  • Budget owners and department leaders
  • Martus administrators
  • Partners supporting Martus customers

  Whether you’re new to Martus or managing complex reporting and forecasting workflows, there’s a track designed for you.
  
  

  
  
  

• Is this only for Sage users?

  No. Momentum is a standalone Martus event and is open to all customers and partners, regardless of ERP or integration.

  While the event takes place the day before Sage Future for travel convenience, the training sessions are integration-agnostic and relevant to all Martus users.

  
  
  

• Is there a cost to attend?

  No. Momentum is a complimentary event for Martus customers and partners.

  Attendees are responsible for their own travel and hotel accommodations.

  
  
  

• What’s included in my registration?

  Your registration includes:

  • Onsite access to all training sessions (choose your track)
    
  • Lunch and refreshments throughout the day
    
  • 1:1 strategy meetings with the Martus team (limited availability, first come first serve)
    
  • Networking opportunities with customers and partners
    

• How do I modify or cancel my registration?

  If you need to update or cancel your registration, please email events@martussolutions.com and our team will assist you.

  
  
  

• Who do I contact about dietary needs and restrictions?

  If you have dietary restrictions, please contact Corey French at events@martussolutions.com. 
  
  Include your name and any relevant details. We will do our best to accommodate.

  All food is provided by Hyatt Regency San Francisco Downtown SOMA.  

• What is the dress code?

  Momentum is a business casual event. We want you comfortable and ready to learn! No suits required (unless that’s your thing).

  
  
  

• Will sessions be recorded?

  Select keynote sessions may be recorded. However, training and breakout sessions are designed to be interactive and hands-on, and will not be recorded. We encourage attending in person to get the full experience. 

  
  
  

• Is there a room block?

  There is not a dedicated Martus room block.

  We recommend booking within the Sage conference room block.

  If you plan to arrive early for Martus Momentum, book your stay through the Sage block and then contact the hotel directly to request adding one additional night to your reservation.

  We encourage booking early, as availability may be limited.

  
  
  

• Is transportation provided?

  Transportation is not provided for this event. Attendees are responsible for arranging their own transportation to and from the hotel.

  San Francisco International Airport (SFO) is the closest major airport and is approximately 20–25 minutes from the Hyatt Regency San Francisco Downtown SOMA, depending on traffic.

  Oakland International Airport (OAK) is another nearby option, approximately 30–40 minutes away.

  Rideshare services, taxis, and public transit are readily available in the San Francisco area.

  
  
  

• Are training sessions beginner or advanced?

  Momentum offers two training tracks:

  • A Foundations Track for those newer to Martus or looking to strengthen core skills
    
    
  • An Advanced Track for advanced users ready to dive deeper into reporting, forecasting, and configuration
    
    

  You’ll choose the track that best aligns with your experience and goals. Each session is limited to 60 participants.

• Will there be interactive experiences?

  Yes. Sessions will include practical walkthroughs and hands-on examples designed to help you apply what you learn immediately.

  We encourage you to bring your laptop to breakout sessions. 

  
  
  

• Will there be networking opportunities?

  Yes! Momentum is intentionally designed to foster connection. You’ll have time for:

  • Peer conversations
  • Informal networking
  • Lunch discussions
  • Optional 1:1 meetings with the Martus team

  Many attendees say the relationships they build are just as valuable as the sessions themselves.
  

  
  
  

• How do I earn CPE Credits?

  All Learning Track sessions are eligible for CPE credits. 

   

  Prerequisites and Advanced Prep:
  There is no Advanced Prep or Prerequisite for the basic track. For the Advanced track, please ensure you are fully implemented with Martus and have experience budgeting and reporting.
  The credits awarded are within the Computer Software and Applications field of study, at the Basic level delivered via Group In Person, and the number of credits for the course is 1.0 for the 50 minute session.
  
  Attendance & Engagement Requirements

  • Learners must enter conference room on time and stay throughout the session. If less than 50 minutes are attended, no CPE credit will be granted.
  • If a participant arrives late, leaves early, or is otherwise absent and doesn't attend for at least 50 minutes, CPE credit will not be issued.

  
  Policies for Free Courses:
  Refund & Registration:

  1. Eligibility: Free courses are available to all individuals who meet the specific criteria set for each course. Criteria may vary depending on the course and are specified during registration.
  2. Access: Free courses are available for a limited time. Participants must register within the designated registration period to gain access to the course content.
  3. No Refunds: As these courses are provided free of charge, no refunds or cancellations apply.
  4. Course Availability: Free courses may have limited seats or be offered on a first-come, first-served basis. Early registration is recommended to secure your spot.
  5. Participation: While these courses are free, we expect active participation and engagement to gain the full benefits of the learning experience.
  6. Changes to the Free Course: We reserve the right to modify, cancel, or reschedule free courses at our discretion. We will notify participants in advance if any such changes occur.

  Any complaint about the course, instructor, or anything else related to the course should be directed to the Martus Director of Service & Delivery via the normal support channels available to our customers.
  
  Martus Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. (