Blackbaud’s 2024 Financial Management Webinar Series

January 31 at 2:00 p.m. ET

Each month, we’ll bring in a different expert (or experts) to lead a discussion at the intersection of not-for-profit financial management best practices and fund accounting technology, geared to help you find efficiency, grow your organization, maintain compliance and financial sustainability, mitigate risk, and achieve more impact for your mission.

I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness (CPE Credit-Eligible)

As more federal and private grant funding has become available over the past few years, eligible organizations are trying to take advantage of these opportunities. In the quest for additional funding, there is often a lack of focus on what is needed to manage awards upon receipt successfully. There can be confusion and lack of understanding about the expectations as this due diligence did not happen at the front end. This session will cover the key questions and focus areas needed to effectively manage grant awards, and what red flags or highlights can be gleaned from the funding opportunity announcement. We’ll use a grant manager’s lens to support the grant writer and how these roles can greatly benefit one another.

Learning Objectives:

Attendees will be able to identify and understand the key areas needed to effectively manage grant awards
Attendees should be able to recognize red flags in a funding opportunity announcement
Attendees will be able to understand how they can support grant writers when applying for funds

Format: Group Internet-Based Program
Program Sponsor: Blackbaud
Knowledge Level: Overview
Cost: Free
Credit Provided: One (1)
Prerequisites: None
Field of Study: Information Technology – Technical
Instructor Bio: Instructor’s Bio and Credentials: Rachel Werner, MPA, PMP, GPC and Rebecca Fox Jascoviak, MBA, GPC

Budgeting 101: How to Budget and Plan for Success at Your Nonprofit (CPE Credit-Eligible)

The foundation for any successful fiscal year is the budget. If the budget process is not strong, this can be a leading indicator that the year will not go according to plan. Join us for an informative webinar with Andrew Horrow and Seth Hopkins of FORVIS as they share key fundamentals of a good budgeting process, as well as tips to help your organization plan for success.

Learning Objectives:

Restate ideas to help develop a mission-focused budget that reflects your organization's strategic goals.
Identify tools that can help improve accountability and transparency to help improve public trust.
Describe skills needed to utilize the budget to manage and allocate resources effectively.

Format: Group Internet-Based Program
Program Sponsor: Blackbaud
Knowledge Level: Basic
Cost: Free
Credit Provided: One (1)
Prerequisites: None
Field of Study: Information Technology – Technical
Instructor Bio: Instructor’s Bio and Credentials: Rachel Werner, MPA, PMP, GPC and Rebecca Fox Jascoviak, MBA, GPC

5 Trends Nonprofit Finance Leaders Need to Know in 2024

Over the past few years, nonprofit finance departments have seen significant changes in how they work.

With digital transformation and technology adoption top of mind for many finance leaders in 2024, emerging tools like artificial intelligence (AI), new payment methods like FedNow, and insights powered by data analytics are rapidly reshaping how nonprofit finance teams operate.

But which trends are truly worth your attention?

Join Rhonda Greene from AvidXchange and Heather LeVan from Blackbaud on April 3 at 1:00 p.m. ET to learn about the top five trends nonprofit finance leaders should have on their radar as they plan for the future.

Attendees will:

1. List the top five trends impacting finance leaders in 2024
2. Identify how finance leaders will prepare for 2024
3. Summarize how finance leaders will leverage analytics to prepare for 2024

Creating a Culture of Transparency through Fund Accounting

Watch On Demand

Organizations that are focused on stewardship need to be able to clearly show how the money they received aligns with donor intent. Join us for a discussion with Stephanie Skryzowski of 100 Degrees Consulting as we explore why a culture of transparency is vital for organizational growth. We'll share how finance teams can build and foster a culture of transparency by making important information available to stakeholders and how fund accounting software can simplify the process.

The Art of Charts: Choosing the Right Visualization to Tell Your Story

You’re probably familiar with the phrase, “A picture is worth a thousand words.” It’s especially true when it comes to telling the story of your organization’s data. Join us for a glimpse into the power of data visualization and learn how to transform data to tell the story of your organization’s financials more effectively. We’ll share tips, techniques, and examples of effective storytelling graphics. We’ll also discuss general best practices for graphic design in the context of data visualization.

Learning Objectives:

Recognize core concepts and essential elements that contribute to effective data visualization and storytelling graphics.
Distinguish between different types of commonly used charts.
Identify which chart types to select based on the data and the story that needs to be told.

Let's Get Ready: How to Make Preparation for Your Financial Statement Audit a Success

Watch On Demand

Join us for a conversation with Paul Preziotti of Johnson Lambert as we discuss how to prepare for your financial statement audit. In this session, you’ll learn best practices for communication during the financial statement audit, considerations related to new accounting standards for audits, and what to expect from an audit perspective when you've recently changed technology.

Learning Objectives:

Learn how to properly prepare for a financial statement audit
Gain an understanding of best practices for communication during a financial statement audit, including the role of technology
Understand considerations for new accounting standards for 2023/2024 financial statement audits.

Presented by:

Blackbaud is a registered sponsor of the National Registry of CPE Sponsors—a program offered by the National Association of State Boards of Accountancy (NASBA). This registry recognizes that our continuing professional education for accountants meets nationally recognized standards. 

Accountants are required by state governing boards to earn CPE credits to maintain and enhance their professional competence. As a registered sponsor, Blackbaud’s name and address are printed on a registry that is distributed to state boards of accountancy and made available to licensed accountants across the country. A link to Blackbaud’s website appears with our listing on the National Registry of CPE Sponsors on NASBA’s website.

How are the number of CPE credits determined? CPE credits are granted based on a 50-minute hour. Participants are eligible for one CPE credit for every 50 minutes of instruction attended. For learning activities in which individual segments are less than 50 minutes, the sum of the segments would be considered one total program. A minimum of one full credit must be awarded initially, but after the first credit has been earned, credits may be awarded in one-fifth increments or in one-half increments.

Is CPE credit automatically awarded after attendance is established? CPE credit is not automatically awarded. Letters or certificates of completion are available upon successfully completing a class. Certificates will be issued within 2 weeks after the webinar via email from [email protected]. You are responsible for submitting this information to the State Boards of Accountancy. Should you have questions or issues, please reply to the email or contact [email protected].

Surveys for these sessions will be made immediately following the webinar.

Blackbaud is registered with the 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.

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Blackbaud’s 2024 Financial Management Webinar Series

Discussions for Nonprofit, Education, and Foundation Finance Pros to Drive More Mission Impact

I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness (CPE Credit-Eligible)

Budgeting 101: How to Budget and Plan for Success at Your Nonprofit (CPE Credit-Eligible)

5 Trends Nonprofit Finance Leaders Need to Know in 2024

Creating a Culture of Transparency through Fund Accounting

The Art of Charts: Choosing the Right Visualization to Tell Your Story

Let's Get Ready: How to Make Preparation for Your Financial Statement Audit a Success

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