June 22nd, 2021
NO TRAVEL NEEDED
LEARN & NETWORK
About the Nonprofit Finance Leaders Forum
The nonprofit sector is looking to the future. As a finance leader, do you have the tools you need to be future-focused and accelerate your mission? In this one-day, complimentary virtual event, we will bring together technology and finance leaders across the nonprofit sector, including a keynote from Philanthropic Futurist, Trista Harris. These experts will share strategies for gaining visibility and insight into your organization’s financials, using technology to drive innovation, and insights into what the future holds for nonprofit financial management.
Chris Wolf, VP & Chief Technology Officer, Global Field & Industry, VMware
Chris serves as CTO, Global Field and Industry at VMware. In that role, he is responsible for helping to shape VMware’s long term technology vision, while ensuring that Research and Development priorities align with customer and industry needs. Wolf’s team drives thought leadership and industry alignment in a number of emerging areas, including Cloud, Edge, IoT, server platforms, HPC, and NFV. Chris also leads VMware’s 140+ member CTO Ambassador program, which further scales VMware R&D to customers and the technology community at large.
Prior to joining VMware, Chris was a Research Vice President for Gartner’s Technical Professionals service, where he managed the data center and private cloud research agenda. Before that, Chris was a founding member of the Data Center Strategies team at Burton Group, an independent virtualization consultant, and had stops at multiple colleges and at CommVault Systems along the way. Wolf’s IT and technology journey began in the US Marines.
Wolf holds a Master of Science degree in Information Technology from the Rochester Institute of Technology and has authored several technology book
June 22nd, 2021
Panel Discussion: Success with Nonprofit Finance Digital Transformation
In the digital age, good stewardship requires an overhaul of many manual, paper-intensive processes. By using technologies like cloud computing, artificial intelligence, and open APIs, digital transformation empowers nonprofit finance teams to make data-driven decisions for greater impact. In this panel discussion, you’ll hear from nonprofit finance leaders and experts about their experience undergoing digital transformation at their organizations—and get ideas for how you can start your own path to digital transformation.Moderator:
Director, Nonprofit Industry Marketing, Sage Intacct
Chief Financial Officer, Jumpstart, Inc.
Chief Financial Officer, World Learning
Customer Success Advocate, Sage Intacct
Join this session for tips and tricks on preparing for an audit in a paperless, and possibly remote, environment. Hear from a former auditor on controls frequently checked, how to streamline access to prepared by client items, and best practices for going completely paperless.
Head of NFP Vertical, AcctTwo
Principal Solution Consultant, Sage Intacct
Tips & Tricks for Sharing Financial Data
Join us to hear expert advice on how to efficiently and effectively share insights that resonate to decision makers, influencers and other key stake holders in the Nonprofit. Discussion to include tips on improving financial understanding, layering in the 'why' thru narration and how visualization is key in the 2020s.
Group Product Manager, Sage Intacct
Industry Principal Nonprofit Solution Consultant, Sage Intacct
Process Automation: Quick Wins for Every Nonprofit
Automation is not a new concept, but in the world we live in today, it’s a necessity. Technology is constantly changing and the more it advances, the more it becomes apparent that automating processes reduces stress and improves efficiency in any nonprofit organization. Don’t know where to start with automating your processes? Join Cheryl Olson, CPA, CGMA, Director, Solutions Strategist of Clark Nuber PS and Jaqueline Tiso, CEO and Founder of JMT Consulting Group as they walk you through which processes you should begin with.
During the session, we will discuss:
1. Accounts Payable Automation
2. Purchasing & Approval Automation
3. Expense Management & Credit Card Management Automation
Founder & CEO, JMT Consulting
CPA, CGMA, Director, Solutions Strategist, Clark Nuber
Networking Break - Roundtable DiscussionsSponsor Breakout Rooms
Track the Money: COVID Funding & Reporting
The COVID-19 pandemic was declared a national emergency on March 13, 2020, since then, many funding sources have been made available to nonprofits through the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Consolidated Appropriations Act (CAA). With these new grants come new tracking and reporting requirements, which are constantly being updated and revised, making it difficult to know where to start and what information is important to track. In this session we will review the tracking requirements for some of the most common COVID-19 relief grants like the Paycheck Protection Program (PPP) and the Shuttered Venues Operating Grants (SVOG) to better enable your reporting.
Senior Manager, Armanino
Keynote: Emerging Post-Pandemic: Being a Future-Focused Leader Now
When faced with a pandemic, the world shifted, changing long-held policies, social norms, and philanthropic practices that had been thought of as immovable. How do we take that same spirit of change into the future and help ensure that communities in need aren’t left behind? Join Trista Harris to learn where current trends are headed and how we can build the future we want to see for ourselves, our sector, and our communities.
This session will focus on:
• Developing a future focused mindset for your work
• Learning a series of trends that will impact the field
• Building your ability to notice and track trends that are important to your work
Break - Grab Your Shakers
Mixology Networking - Topic: How to Foster an Environment of Continuous Improvement
Frequently Asked Questions
1.5oz of your favorite Spirit (works well with vodka, rye, bourbon or tequila or as a mocktail (substitute sparkling mineral water))
1oz Strawberry Syrup (strawberry flavored simple syrup)
1 Chamomile Mint Teabag
1oz Lemon Juice
Sparkling Mineral Water
Combine strawberry syrup with your chosen spirit in a mixing tin. Add chamomile mint teabag and steep for a few minutes. Add lemon juice and shake with ice. Strain over fresh ice in a double old fashioned glass. Add a splash of sparkling mineral water if preferred and lightly stir. Garnish with a citrus wheel.