Financial Cycle: An Internal Look at Financials
Presenter: Eide Bailly
Cost: Free
Join Eide Bailly for the second of the three-part Financial Cycle webinar series where they will highlight how internal management of financial information can be augmented through the use of technology and financial metrics. While they explore a variety of technology dashboards and other software that support your organization’s mission and available resources, you will also learn the appropriate and effective internal controls your organization can utilize to obtain good data during this pandemic. In addition, Eide Baily will discuss the appropriate internal reports for all levels of management and departments while providing an overview of understanding and reporting programmatic, administrative and fundraising information.
Learning Objectives:
-Discuss internal management of financial information through the use of technology and financial
metrics.
-Identify how to obtain good data.
-Review a variety of technology dashboards and other financial software.
-Review appropriate internal reports for all levels of management and departments.
Presenters:
Lisa Chaffee, CPA, Partner | Eide Bailly
With over 25 years of experience, Chaffee serves nonprofit, small business and individual clients through not only compliance work, but also consulting projects. As a client-focused professional, she gets to know her clients and works to meet your goals.
Dustin Wheeler, CPA, National BOS Senior Manager | Eide Bailly
Wheeler specializes in helping clients implement technologies that automate and enhance their accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting. His broad experience in tax, audit and consulting helps him to identify innovative opportunities across service lines through collaboration with the right people.
Jackie Brooks, CPA, Outsourced Accounting Manager| Eide Bailly
Brooks helps Eide Bailly clients with strategic solutions to reach their goals. She does this by matching clients with new technology specific to their strategic business goals. She provides business leaders with accurate, timely, and easy to understand financial information so leaders can do what they do best: develop their business. Overall, Brooks is known among their team as someone who takes the time to understand her clients’ business, their drivers and processes---really digging deep into what makes an organization tick.
NDANO offers live in-person and online learning opportunities for nonprofits, often with partners. Members receive discounted rates on all NDANO events. All times are Central unless otherwise indicated.
Do you have a learning opportunity or event for North Dakota nonprofits to add to our calendar? Email NDANO with the details.
