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More Than Just Common Sense: Expert Advice You Can Count On


Whether you’re a small nonprofit just starting out or an established organization that’s been making a difference in the world for many years, you know that effective financial management can really make or break your organization. That’s why we’re bringing in some of the smartest thought leaders in the nonprofit financial industry just for you. In this webinar series, financial experts from all over will share their knowledge on topics like auditing, internal controls, grant management, general ledger structure, moving to the cloud, and more, so you can do your job better. Check out the details below.

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Upcoming Webinars
Building the Best General Ledger and Reporting Experience
May 10, 2017 | 1:00 p.m. ET

In this webinar, our very own nonprofit accounting consultants Michael Blanton and Matthew Flynn will review best practices for general ledger design and how to avoid common pitfalls. They’ll also share their expertise on building the best reporting experience. Do you know the right questions to ask yourself during the design phase? Or if you have the right technology to make reporting easy? Don’t worry, these guys can fill you in.


Taking It to the Board: Tips to Present Strategic Info
May 24, 2017 | 1:00 p.m. ET

More than ever before, boards are demanding more insight and transparency into an organization’s financial picture. How do you prepare for this and ensure that what you’re showing is strategically useful and easy to understand? In this webinar, Bess Foley joins us again to share her wisdom. She’ll outline the types of financial reports you’ll need and how to present the information to inform long-term decisions. You’ll learn about dashboards, business intelligence tools, and best practices for presenting a variety of reports. Trust us, you don’t want to miss her expert advice!


Taking Back the Back Office: Tips to Reduce Overhead and Improve Efficiency
June 7, 2017 | 1:00 p.m. ET

Lucy Morgan is back at it again. In this webinar, she’ll share her expertise on how to reduce overhead in the business office and where the industry is headed in terms of reduced overhead expectations and investments in automation. She’ll also give her perspective on how to collaborate more effectively and how to get the right people, processes, and productivity measurement tools in place. You’ll walk away knowing more about how professionals can and should own the back office and how technology can help.


Preparing for a Successful Audit: A Conversation between Auditor and Auditee
June 14, 2017 | 1:00 p.m. ET

This unique webinar will feature Peter G. Montano, CPA and Principal at Macpage LLC, and Blackbaud Account Executive Kathy Finnell discussing how to ensure a successful audit. They’ll review how to prepare, legislative requirements, the auditee’s responsibilities, and how to keep costs down. You’ll also hear about best practices from top organizations that are using the auditing process to improve long-term planning. Peter has over 20 years of experience providing audit, advisory, and tax services to nonprofit organizations and venture funds, so we’re feeling very confident about this one.


Top Strategies and Tech Solutions for Grant Management
July 26, 2017 | 1:00 p.m. ET

This webinar will cover the process of establishing a grants calendar for the next 12 to 18 months. Fast-paced, and filled with action steps, Cynthia Adams, CEO of GrantStation, will discuss how to design and adopt a Grant Decision Matrix before building a specific grants strategy for each project.

But what about after you win the grant? Do you know the best way to track it and report on it? Cynthia knows that too and will explain how the right grant strategy coupled with the right fund accounting solution designed to manage complex revenue streams can position your organization for rock-star success.


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