2019 Conference Schedule

Wednesday, July 17, 2019

2nd Morning Mini Sessions

Budgeting and Forecasting Best Practices for Nonprofits

Date: 07/17/2019 10:10-11:45 a.m.
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Quality Improvement Leader
Tracks: Automate And Measure Performance; Create Opportunities; Governance Boards And Tribal Councils; Strong Financial Health
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Qualifies for Yellowbook: No
Trainers: Stacy Brown , Rebecca Hurst, CPA
Applicable Audience:
Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Quality Improvement Leader
Learning Objectives:
1. Discuss identifying when it is time to move away from Excel.
2. Identify the benefits of using an application for budgeting and reporting.
3. List the steps you should take before looking for an application.
Session Description:
Budgeting and reporting can be stressful at times, but how do you know when it is time to ditch Excel? Join us as we discuss pain points that many organizations seek to eliminate by migrating to an application, benefits they receive from using an application, and steps you need to take before selecting an application.