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.
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—Customer credentials
Gartner's Imperatives for the Nonprofit CFO | Accelerating Your Digital Transformation
Wednesday, August 24 at 1:00 p.m. ET
Earlier this year, leading research and consulting firm Gartner laid out its vision of the digital future of finance, publishing 10 opportunities for the CFO to accelerate digital transformation. In this session, we’ll look at 3 of the most pressing opportunities and translate them for the nonprofit CFO. Join us for a lively 60-minute discussion led by longtime financial tech expert Heather Cooper Johnson and former CFO (and director of development!) Heather LeVan. They’ll share their thoughts from more than 40 years combined working in the nonprofit tech and finance space, as well as insights from industry experts!
Reserving for Sustainability: Making a Case for Building Nonprofit Operating Reserves
Wednesday, September 21 at 1:00 p.m. ET
No one wants to live paycheck-to-paycheck in their personal life, so why do we ask not-for-profits to do the same and call it good fiduciary responsibility?
Bess Hamilton Foley is an operating reserves champion and expert. We’ve asked Bess to make the case for why operating reserves play a vital role in building an organization’s long-term sustainability, explain how to calculate what to hold in reserves (including a baseline recommendation), outline the factors that can impact your reserves, provide steps for developing an operating reserve policy, and share tips for communicating with your funders, donors, and board about your reserves.
The Times They Are A-Changin: Is Your Finance Office, Too?
Thursday, November 17 at 2:00 p.m. ET
Bob Dylan once sang that the “times they are a-changin',” and nowhere is that truer than the shift in expectations of the finance office over the past few decades. To understand where we’re going, it’s helpful (and cathartic) to look at where we’ve been. Join us for a lively discussion where we trace changes big and small in nonprofit finance office over the past 30-plus years, including micro and macro trends and how those have shaped the operational and strategic requirements of the finance function and CFO role. You’ll come away with a better understanding of what’s expected of you as a finance leader—and your office—and the operational and strategic skills you’ll need to get there.
Our panel will include nonprofit finance and tech experts with more than 70 years combined experience: Joseph Ali, CPA, PKF O’Connor Davies; Natalie C.W. Smith, CPA, CFO of the Duke Endowment; Elizabeth Marenakos, Blackbaud; and Greg Sheppard, Blackbaud.
Our panel will include nonprofit finance and tech experts with more than 70 years combined experience: Joseph Ali, CPA, PKF O’Connor Davies; Natalie C.W. Smith, CPA, CFO of the Duke Endowment; Elizabeth Marenakos, Blackbaud; and Greg Sheppard, Blackbaud.
Speed-Round: Preparing for the Future of Nonprofit Accounting—Don't Get Left Behind!
Thursday, December 8 at 2:00 p.m. ET
Join us in December for a “speed-round” with experts to understand what’s on the horizon for finance leaders and how technology can support. We’ll meet with three experts in Data Visualization, Cryptocurrency, and Cybersecurity to understand: Why do these topics matter to finance? What do we need to know or do for 2023? We'll be joined by William Schwab of Your Part-Time Controller, Alex Wilson of the Giving Block, and George Werbacher of Blackbaud.
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.
The Power of a Revenue-wise Organization
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?
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“One of the best presentations on change I have seen in some time.”
—Series Attendee
This Year's the Finance Function of the Future on-demand webinars:
- Speed-Round: Preparing for the Future of Nonprofit Accounting – Don't Get Left Behind!
- The Times They Are A-Changin: Is Your Finance Office, Too?
- Reserving for Sustainability: Making a Case for Building Nonprofit Operating Reserves
- Gartner's Imperatives for the Nonprofit CFO | Accelerating Your Digital Transformation
- Taking Your Teams from Silo Living to Bridge-Building
- Four Reporting Tips to be a Visionary Finance Leader
- Be Audit You Can Be, Remotely: Preparing and Running a Successful Remote Audit
- Automating the Nonprofit Finance Office: What CFOs Need to Know
- Internal Controls in a 2022 World
- Find Your Way to Financial Nirvana with Better Workflows
- The Power of a Revenue-wise Organization
Rethink Change Series 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
