Dean Dorton and Sage Intacct present and discuss the rise of the Data-Driven Finance Leader for the modern Nonprofit organization and how all organizations, regardless of size, can benefit from this trend.

1. Dean Dorton & Sage Intacct
Nonprofit Dinner, Demo & Discussion
Panel
January 10, 2023

2. Agenda
Overview of Dean Dorton
Current Trends for Nonprofits
Sage Intacct Demonstration
BILL Overview
Discussion Panel
Wrap up

3. Dean Dorton Team
Kaydee Ruppert, CPA
Dawn Parker
Philip Massey, CPA Kristin Butler

4. Distinguished Guests
Linda Pinion
Sage Intacct
Amber Kirkman
BILL
Carrie Dale Purnell
CFO, Boys & Girls Club
of the Coastal Plain
Gabby Horst
Sage Intacct

6. MEET OUR FIRM
337
TEAM MEMBERS
OFFICES
Kentucky
North Carolina
NATIONAL
RESOURCES
EXPERTISE
 Nonprofit Organizations
 Audit and risk management
 Grant/Fund Accounting
 Intelligence and Analytics
CLIENTS
 Associations and Memberships
 Human Services and Healthcare
 Community Development
 Faith-based Organizations
GEOGRAPHIC REACH
 Throughout the United States
 Internationally including Japan,
Brazil, Canada, China, throughout
Europe and Australia

7. Nonprofit Industry Updates

8. Industry Updates
Wage & Hour Division, DOL
Proposed Rule
FY23 Omnibus Appropriations
• Employee or Independent Contractor Classification Under the
Fair Labor Standards Act – comment period closed
• Rescind & replace 2021 IC Rule (effective Mar 2021)
• Totality of the circumstances analysis vs core and supporting
factors
• No restoration of the charitable deduction for non-itemizers
• No increase in the volunteer mileage rate ($.14/mile since
1998)
• Expanded eligibility for the IRA charitable rollover
Treasury 2022-2023 Priority
Guidance Plan
COVID-19
• Emphasis on donor advised funds
• Final regulations on section 509(a)(3) supporting
organizations
• CARES impact on allocation of section 172 net operating
losses for UBTI calculation under section 512(a)(6)
• ERC – Oct 2022 IRS warning & reminder regarding taxpayer
responsibility
• EIDL payment extended to 30 months from disbursement date
• Deadline for amending certain retirement plans (including
403(b) plans) extended but compliance is still required

9. Change in Donors by Donor Size
https://data.givingtuesday.org/fep-report/

10. Industry Challenges
Source: www.councilofnonprofits.org/thought-leadership/federal-reserve-data-reveals-continuing-disruption-covid-
19-pandemic

11. Dinner Is Served!

12. Sage Intacct Demo

14. From start-up to market leader
14
2009
Receives
exclusive AICPA
endorsement
2011
Recognized as a
top place to
work in the
country in SMB
and a cool place
to work since
2011
2017
Sage, the
largest
technology firm
in the UK, with
a presence in
26 countries,
acquires Intacct
2000
Established
momentum &
partnerships
with accounting
firms
1999
Intacct was
founded as one
of the first
accounting
applications for
the cloud
1999
2019
Sage Intacct
launched into
Australia and
UK markets
2020
Achieves 20th
year of
consistent
growth
2005
Creates
exclusive pre-
built CRM
integration with
Salesforce
2005
2009
2017
2011
2019
2020
2000

15. RECOGNIZED FOR FINANCE LEADERSHIP
98% customer satisfaction rating

16. NO ONE ELSE DOES DIMENSIONS LIKE THIS!
•Task/Cost Code
•Cost Type
•Project
•Warehouse
•Contracts
•Facilities
•Channel
•Other Managerial
Insights etc.
•Location
•Department
•Class
•Vendor
•Customer
•Employee
•Item Standard
User
Defined
Dependent
Specialty
Rename/Repurpose Add up front or
extend in future
Account
Entity

17. Technology
that makes
it work
Sage Intacct Demonstration
Let’s see how Sage Intacct
automates the tracking,
measuring, and reporting of
the metrics that matter.
SAGE CONFIDENTIAL

18. • Who is BILL?
• Benefits for Nonprofits
• Success Stories
• It's Personal
BILL (formerly Bill.com)

19. Let's Get Connected!
Amber Kirkman
Sr. Partner Manager, ERP and ISV Ecosystem
akirkman@hq.bill.com
+1 336-972-8134
linkedin.com/in/amberkirkman

20. Dessert Is Served!

21. Panelists
Kaydee Ruppert, CPA
Carrie Purnell, CFO
Boys & Girls Club
of the Coastal Plain
Linda Pinion
Sage Intacct

24. Carrie Purnell
Please tell us how you’ve been able
to move from “just entering debits and
credits” to delivering and analyzing
information necessary to advance
your mission.

26. Linda Pinion
In your time working with
organizations to choose and
implement accounting software, what
efficiencies have you seen companies
find in automating processes?

28. Kaydee Ruppert
Please tell us how you’ve seen the
need for immediate operational
insight increase over the years and
how that insight has evolved.

30. Questions

31. Data transparency leads to mission success
Challenges we hear from nonprofit finance leaders
Lack of real-time
visibility into key
metrics and
budgets
Lack of
integration
between critical
applications
Manual, time-
consuming
reporting, can’t
slice & dice data
Complex, slow,
and error-prone
manual work &
spreadsheets
56% of donors are more likely to give
a repeat gift if they hear about the
impact their donations are making.