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True North Speaker Series


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Many external and internal forces can alter your charity’s course over a month or a year. The pressure to respond and react may cause you to detour from your original plans. The goal of this webinar series is to provide you with a resource that you can use to re-orient if necessary. Hear from Canadian thought leaders as they share big ideas, emerging trends and timely case studies that will point you in a purposeful direction and increase your organization's impact, fundraising capacity and ultimately your resiliency.

Take Control of Your General Ledger

Thursday, June 17 at 1:00 p.m. ET

For the hardworking social good sector, time is a precious, and often scarce, resource. With the use of software solutions, leveraging technology can save your non-profit or charity hours on manual tasks. By integrating your fundraising CRM with your General Ledger in an automated and easily reconcilable way, your organization can support all stakeholders by streamlining processes, increasing efficiency, and gaining back time to meet new heights for your cause.

Learning Outcomes:

• The pros and cons of structuring your fundraising CRM as a subsidiary ledger to the GL
• Best practices for where to maintain detail vs. summary information
• Insight into integration and reconciliation between systems
• Application of generally accepted accounting principles

Speakers:

Cheri Carver
Enterprise Solution Architect and Strategic Partnerships Manager
Omatic Software

Stu Manewith
Director of Thought Leadership and Advocacy
Omatic Software

Cheri Carver
Enterprise Solution Architect and Strategic Partnerships Manager,
Omatic Software
Stu Manewith
Director of Thought Leadership and Advocacy,
Omatic Software

Lift Your Organization Higher with the Cloud

Tuesday, June 22 at 1:00 p.m. ET

In an ever-changing digital landscape, technology solutions are a key indicator of success for leading higher education institutions. Making the shift to the cloud allows Canadian educational institutions to support security and compliance priorities while increasing the scalability, agility, and reliability of tools. Migrate to a cloud-based solution and minimize disruption with an evolution, rather than revolution.

Join Blackbaud in conversation with Microsoft Canada and Western University to learn about the experience of using modern cloud solutions with CRM software hosted by Azure. Get up to date on industry best practices across the sector and beyond to ensure your organization is well-positioned to thrive. This session will offer tangible examples on how updating your processes can benefit your institution through building trust, extending your reach, and delivering world class performance.

Speakers:

Annie Dang
Sr. Customer Success Manager
Blackbaud Canada

Ahmed Adel
Director, Data & AI Customer Engineering
Microsoft Canada

Drew Martin
Director of Technology Services
Western University

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Annie Dang
Sr. Customer Success Manager,
Blackbaud Canada
Ahmed Adel
Director, Data & AI Customer Engineering, Microsoft Canada
Drew Martin
Director of Technology Services,
Western University

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