Increase Your Efficiency and Ensure Compliance with AP Automation

Nov 20, 2020 10:00am ‐ Nov 20, 2020 10:50am

Identification: NOT20SS01

It's time for companies and accounting firms to re-imagine their value and lean into the impact automation can have on their businesses and lives. Not-for-Profit clients rely on their firms to step up and expand beyond traditional services, deliver greater strategic insight, and ensure compliance. In this webinar, Brandon Roth, Senior Manager of Technical Marketing at Bill.com will walk through data gathered by Goldman Sachs Equity Research and IBIS World Research around the inefficiencies of today's manual bill pay process and share how automation is changing the game.
Learning Objectives:
  • Learn about the total opportunity of offering Accounts Payable in the industry today
  • Recognize how automation may help you standardize and scale your AP, while keeping you in compliance
  • Learn more about the value of real-time data at your fingertips
  • Determine how a messy manual process can be transformed into four simple steps
Category: General Session Online

CFO's Guide to Strategic Planning

Nov 20, 2020 11:00am ‐ Nov 20, 2020 11:50am

Identification: NOT20SS02

The scope of the Nonprofit Finance Leader's role is constantly expanding. You now have to balance the duties of accounting while playing a transformational role in driving your organization's strategy. Due to these expanded responsibilities, there is a tension between financial and strategic roles and an intensified need for better data to inform decision-making. Join JMT Consulting's Founder and CEO, Jacqueline Tiso to learn how you can overcome this tension to spend less time on accounting tasks and invest more time developing a strategic plan for your organization. In this session, you will learn about the 4 roles for strategic CFOs - The Responder, The Challenger, The Architect, and The Transformer - and discover answers to questions such as: How will your organization differentiate itself to deliver its mission? What management systems and processes are required to succeed? What is mission-driven strategy? How can the CFO role contribute to a mission-driven strategy?
Learning Objectives:
  • Understand how to define a mission-driven strategy
  • Determine how the CFO can contribute to a mission-driven strategy
Category: General Session Online

Good to Great: Elevating Your Story with Data and Performance Metrics

Nov 20, 2020 12:00pm ‐ Nov 20, 2020 12:50pm

Identification: NOT20SS03

As a nonprofit organization, it is critical to understand what matters to your donors and how Finance and Development can partner to meet today's challenges head on -- focusing on what we can do today - to ensure the sustainability of our mission success. Join us as we look at what you can do right now to ramp up faster and leverage what recent giving data tells us matters most - for sustaining and growing your nonprofit's funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission? We'll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.
Learning Objectives:
  • Understand how to navigate through the new normal
  • Explore the latest giving trends
  • Determine how to leverage your data to track and share your performance and impact
  • Analyze best practices around sharing your story to gain greater engagement
Category: General Session Online

The Latest on PPP Loan Forgiveness &Other Pandemic Related Funding for Nonprofits

Nov 20, 2020 1:00pm ‐ Nov 20, 2020 1:50pm

Identification: NOT20SS04

2020: What a Year! Join Your Part-Time Controller LLC as we discuss the latest updates and changes to relevant pandemic relief options for nonprofits and specifically Paycheck Protection Program (PPP) Loan forgiveness, including tips to help nonprofits maximize PPP loan forgiveness.
Learning Objectives:
  • Understand current updates and changes to: General pandemic relief options available to nonprofits;
  • Identify guidance from the SBA and Treasury on applying for PPP loan forgiveness;
  • Understand frequently asked questions on loan forgiveness;
  • Understand how to maximize PPP loan forgiveness.
Category: General Session Online

Process Automation: What it Means for Nonprofit Financial Management

Nov 20, 2020 2:00pm ‐ Nov 20, 2020 2:50pm

Identification: NOT20SS05

As digital transformation continues to impact business performance across the globe, cutting-edge technologies are allowing employees to focus on value-added activities instead of mundane tasks. By leveraging a strategic, technology-driven approach to process automation nonprofit finance leaders are driving more revenue, increasing efficiency, and improving cost control. Join Blackbaud experts Louis Stratton and Barton Dyson for a discussion on how your institution can adopt this technology today.
Learning Objectives:
  • Differentiate between Robotic Process Automation vs. Business Process
  • Identify tools that help automate processes across platforms in any organization
Category: General Session Online