June 22nd, 2021







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.


June 22nd, 2021

8:00am - 8:45am PT

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.


Joan Benson
Director, Nonprofit Industry Marketing, Sage Intacct


Karen Adame
Chief Financial Officer, Jumpstart, Inc.

Kote Lomidze
Chief Financial Officer, World Learning

Alliah Ali
Customer Success Advocate, Sage Intacct

8:45am - 9:30 am PT

Paperless Audits

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.

Allison Webb
Head of NFP Vertical, AcctTwo

Dave Abel
Principal Solution Consultant, Sage Intacct

 9:30am - 9:45 am PT


9:45am - 10:30am PT

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.

Katie McCloskey
Group Product Manager, Sage Intacct

MaryFrances Pidgeon
Industry Principal Nonprofit Solution Consultant, Sage Intacct

10:30am - 11:15am PT

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

Jacqueline Tiso
Founder & CEO, JMT Consulting

Cheryl Olson
CPA, CGMA, Director, Solutions Strategist, Clark Nuber

11:15am - 11:45am PT

Networking Break - Roundtable Discussions

Sponsor Breakout Rooms
11:45am - 12:35pm PT

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.

Brenda Kahler
Senior Manager, Armanino

Katy Brown
Partner, Armanino

12:35pm - 1:15pm PT

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

Trista Harris
President, FutureGood

 1:15pm - 1:30pm PT

Break - Grab Your Shakers

1:30pm - 2:30pm PT

Mixology Networking - Topic: How to Foster an Environment of Continuous Improvement

Featuring Mixologists from Snake Oil Cocktail Company


Frequently Asked Questions

This event is complimentary.
This is a virtual event.
Yes, they will be available for on-demand viewing.
Nonprofit CFOs, Controllers, RevOps, Revenue Teams, Fast Growth Finance Teams
Yes, chat (Q&A) will be available during the sessions.
Yes, live discussions with our sponsors will be available via Zoom links during the networking break. You will also have the ability to chat with the sponsors in their booths in the exhibit hall.
Yes, Sage Intacct representatives will be available in our booth in the exhibit hall throughout the event.
Shaker, cocktail glass, ice and ingredients for the following recipe:

Spring Smash

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.