The financial best practices and technology know-how your finance department needs to help the organization find mission success, delivered to you in a monthly webinar by experts in the nonprofit and finance space. Join us as we deep-dive into reporting, running a successful remote audit, strengthening your internal controls and compliance, and more! Check out the details and register below.
“Customer quote”
—Customer credentials
The Power of a Revenue-wise Organization
Wednesday, July 13 at 2:00 p.m. ET
As the finance leader at your organization, you have your finger on the pulse of performance. But that data often lives in static reports and spreadsheets that can be difficult for leadership to translate into decision-making. Instead of only providing a look-back at how your organization did, what if you used your financial knowledge to proactively guide revenue strategy and other key decisions, helping your organization achieve mission success?
Join Stephanie Skryzowski for this inspiring discussion on getting financial data out of back-office systems and into boardroom strategy. She’ll cover:
Join Stephanie Skryzowski for this inspiring discussion on getting financial data out of back-office systems and into boardroom strategy. She’ll cover:
- What is the role of the CFO in revenue strategy discussions?
- Why does the entire organization need to think about profitability?
- What calculations should we be making to understand revenue mix, ROI, working capital, and un/restricted fund sources?
- How do we empower the entire organization to know when to say “no”?
- Where should we go from here?
Taking Your Teams from Silo Living to Bridge-Building
If your organization was struggling before the pandemic to manage, track, report on, steward, and maintain compliance for incoming funds, it’s possible that today’s “hybrid” work environment and high rates of staff turnover have made it even more challenging! How can finance lead the charge to collaborate across teams and provide accurate, timely data to the entire organization? Join Nonprofit Tech Expert Maureen Wallbeoff and Blackbaud’s Heather LeVan for a great discussion around understanding and dealing with the pain points of siloed teams (like bad data and morale), the benefits of a connected office, and tips for making it happen at your organization.
Four Reporting Tips to be a Visionary Finance Leader
You know great financial reporting is more than sharing an income statement, closing the books on time, or reacting to one-off requests for financial data, but how can you get there? Learn four reporting tips to take your organization past reactionary reporting—and how finance can lead the way—in this live, interactive session with Stephanie Skryzowski of 100 Degrees Consulting.
Be Audit You Can Be, Remotely: Preparing and Running a Successful Remote Audit
As we trend towards a sense of normalcy in 2022, the convenience and cost- and time-savings of remote audits are here to stay. Whether you began remote audits out of necessity during COVID or have been doing them for a while, join us and Paul Preziotti, CPA, nonprofit audit expert, and Partner with Johnson Lambert, for tips on preparing for and running a successful remote audit. You’ll leave knowing how to:
- Plan for what an auditor will need to see
- Create a strong audit trail with documentation, naming conventions, and accessible details
- Gather what you’ll need and provide secure access to your auditor
Automating the Nonprofit Finance Office: What CFOs Need to Know
Automation has transformed finance and accounting. As automation technology continues to become more pervasive, it’s critical for finance professionals to understand the evolving technological landscape and how it’s reshaping and elevating their roles. Join us as Barton Dyson of npAutomate demystifies automation for the nonprofit CFO. He’ll help you understand what you need to know and do now and what’s worth keeping an eye on as you plan for the future. You'll leave with a vision for how to use currently available automation to reduce waste, invest in technology wisely, and grow your organization.
Internal Controls in a 2022 World
How you manage internal controls and oversight may have been turned upside down for you and your organization in the past couple of years with staff turnover, office location changes, or even a move to a fully remote workspace. What seemed important in 2019, while still important, may not work in a 2022 environment. Because of all this change in the work-world, internal controls are the best way to show continued stewardship to your current and future supporters.
Your organization's size and where your people are working have a huge impact on how you can follow best practices. Your staff members may be working from home, flexing their times, or only in the office during specific days or times. How can you leverage other staff members, volunteers, and your board to ensure you are taking the right steps to protect your organization?
Join Melissa Rancour and Mary Aquino-Cooper of Blackbaud University for this one-hour webinar on internal controls and compliance in this new era.
Your organization's size and where your people are working have a huge impact on how you can follow best practices. Your staff members may be working from home, flexing their times, or only in the office during specific days or times. How can you leverage other staff members, volunteers, and your board to ensure you are taking the right steps to protect your organization?
Join Melissa Rancour and Mary Aquino-Cooper of Blackbaud University for this one-hour webinar on internal controls and compliance in this new era.
Find Your Way to Financial Nirvana with Better Workflows
Good systems are enjoyable to work in, make your finance office and entire organization more efficient, and serve as a foundation for future growth. You know there are ways to improve your workflows but may be unsure of where to focus or how to begin. Join Chris Elmore, Chief Evangelist at AvidXchange and automation champion, as he shares why workflow improvement matters, tactical tips for finding your financial nirvana (hint: no crisscrosses allowed), and examples of real processes he’s straightened out.
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“One of the best presentations on change I have seen in some time.”
—Series Attendee
Check out our Rethink Change series of on-demand webinars:
- Charting a Course for Change
- Using Financial Storytelling to Build a Compelling Case for Change
- Removing Barriers to Change
- Crafting a Vision for Change
- Preparing Your Organization for Change
- Intermission: Infusing Empathy, Equity, and Experimentation into Change Management
- Creating a Coalition for Change
- Organize a Software Implementation Your Users Will Love
- Making Automation Stick in Your Finance Department
- Creating a Culture of Change in the Finance Office
- Iterating and Continuously Improving—Creating Twice the Impact in Half the Time
