On-Demand Virtual Event Series

Due to Covid-19 concerns and restrictions, this event was transformed into a virtual event series which has completed. Please see below for the full list of sessions and links to view the recordings.

About the Nonprofit Finance Forum

Social impact is the motivating force behind your organization, but how can you, as a finance leader, play a greater role in driving innovation that accelerates your mission? In this 7-session virtual event series, we bring together technology and finance leaders across the nonprofit sector who will share strategies for gaining visibility and insight into your organization’s financials, using technology to drive game-changing innovation, and insights into what the future holds for nonprofit financial management.

On-Demand Virtual Sessions

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Schedule

Revenue Recognition Considerations for Nonprofits

  • Andrea Small, Senior Project Manager, Partner Enablement, Sage Intacct

Position Your Nonprofit Board for Success

  • George Persekian, Senior Manager, Business Development, Wipfli

FASB Accounting Standards Update Discussion

  • Richard Cole, Partner, BKD CPA’s & Advisors, Previously with FASB

AI and the Future of Nonprofit Financial Management

  • Aaron Harris, Chief Technology Officer, Sage Intacct

Panel Discussion: Finance as Innovation Drivers

  • Featuring Finance Leaders from Atlanta Convention & Visitors Bureau, White Ribbon Alliance, and Strategic Finance for Impact

Harnessing the Power of Sage Intacct for 990 Reporting

  • Brenda Kahler, Senior Manager, Nonprofit Client Engagement, Armanino

Sage Intacct Product Tour for Nonprofit Organizations

  • Bob Shawgo, Content Marketing Manager, Sage Intacct
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Nonprofit Finance Leaders Forum

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CPE credits will be offered at this event.

Speakers

Joan Benson

Joan Benson

Director of NFP Industry Marketing

Sage Intacct

Richard Cole

Richard Cole

Partner, BKD CPAs & Advisors

Previously with FASB

Aaron Harris

Aaron Harris

Chief Technology Officer

Sage Intacct

Brenda Kahler

Brenda Kahler

Sr. Manager, Nonprofit Client Engagement

Armanino

Pavan Makhija

Pavan Makhija

Senior Financial Consultant

Strategic Finance for Impact

Celine Okoh

Celine Okoh

Chief Financial Officer

White Ribbon Alliance

George Persekian

George Persekian

Senior Manager, Business Development

Wipfli

Braam du Plooy

Braam du Plooy

Controller

Atlanta Convention & Visitors Bureau

Andrea Small

Andrea Small

Sr. Project Manager, Partner Enablement

Sage Intacct

Agenda*

April 28, 2020

am
pm
8:30
9:15
Registration and Networking Breakfast
9:15
9:30
Welcome
Linda Pinion, Sage Intacct
9:30
10:30
Position Your Nonprofit Board for Success
George Persekian, Wipfli
10:30
11:30
Nonprofit Revenue Recognition Considerations
Andrea Small, Sage Intacct
11:30
11:50
Networking Break
11:50
12:50
FASB Accounting Standards Update Discussion
Richard Cole, BKD CPAs & Advisors
12:50
12:55
Sponsor Spotlight
Martus Solutions
12:55
1:05
Customer Success Story
Presented by Bill.com
1:05
1:45
Networking Lunch
Sponsored by Martus Solutions
1:45
2:45
AI and the Future of Nonprofit Financial Management
Katie McCloskey, Sage Intacct
2:45
3:30
Customer Panel: Finance as Innovation Drivers
Panelists: Braam du Plooy, Atlanta Convention & Visitors Bureau; Celine Okoh, White Ribbon Alliance; Pavan Makhija, Strategic Finance for Impact Moderator: Joan Benson, Sage Intacct
3:30
3:45
Networking Break
3:45
4:45
Harnessing the Power of Automation for 990 and 990-PF Reporting
Brenda Kahler, Armanino
4:45
5:30
Networking Reception
Sponsored by Bill.com

* Subject to change

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Nonprofit Finance Leaders Forum Session Recordings

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