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Session 1: Benefits to Moving to an ERP that Specializes in Nonprofits

April 9 @ 11:00 am - 12:00 pm EDT

Event Category:

COURSE DESCRIPTION:

A Nonprofit Playbook for Moving to the Cloud: A 3 Session Series

Session 1. Benefits to Moving to an ERP that Specializes in Nonprofits
Session 2. Product Tour: Nonprofit Grants Tracking & Budgeting Made Easy with Sage Intacct
Session 3. Microsoft D365 Business Central vs Sage Intact for Nonprofits

This session explains how Sage Intacct can help you achieve digital transformation for your nonprofit organization. Discover how to provide stake holders with real-time visibility to key operational data such as grant or fund positions to budget. See how dimensional reporting can reduce our time to close with more granular reporting than is possible in legacy systems, while reducing or eliminating Excel-based reporting. You will also see how Sage Intacct empowers your finance team better support your organization’s mission by driving efficiency, growth, and collaboration.

LEARNING OBJECTIVES:

– Enhance Real-Time Visibility: Learn how to leverage Sage Intacct to provide real-time visibility to stakeholders regarding critical operational data, including grant or fund positions relative to the budget.
– Streamline Financial Processes: Understand how dimensional reporting in Sage Intacct can significantly reduce the time required to close financial cycles. By replacing legacy systems and Excel-based reporting, participants can achieve more granular and efficient reporting, leading to streamlined financial operations.
– Empower Finance Teams: Discover how Sage Intacct can empower finance teams within nonprofit organizations by driving efficiency, fostering growth, and promoting collaboration.

Level Intermediate

NASBA (Field of Study) Information Technology

CAE (Subject Domain) Operations

Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required

Reviewer Wade Tetsuka, CPA

CPE/CAE Credits 1.0

Cost Free

Delivery Group Internet Based

Course ID B218

INSTRUCTORS

Stacey Campbell

Director of Business Development, Express Info

Accomplished sales and marketing professional with more than 25 years’ experience. A creative and innovative team player with strong project management and interpersonal skills.

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