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AsktheExperts:Development,MeetAccounting!
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AndNow…YourQuestions!
Question1
Whatarethedifferingviewpointsorprioritiesof
DevelopmentandAccountingwhenitcomesto
managingfinancialdata?
Question2
Howcanweresolve misunderstandingbetween
Development andAccountingabouthowto
categorize giftrecords?
Question3
Ourchartofaccountsiscurrentlyverycomplex
andconfusing,whichmakesitverydifficultto
mapgiftrecordstotheGLforintegration.Isthere
asolution?
Question4
Whataresomeofthekeyproblemswithhow
nonprofitsmanagegiftrecordsthatmakelife
hardforAccounting?
Question5
Whatshouldwebethinkingaboutwhen
planningaCRMtoERPintegration tohelpmake
surethedataflowsproperly?
Question6
We'rethinkingaboutchangingourCRMand/or
ERPsystemtohelpsolveourfinancialdataflow
problems.Howshouldweapproachthis
process?Andwhatsystemsshouldweconsider?
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Nonprofit Development, Meet Accounting!

Editor's Notes

  1. Welcome to our webinar for August 2018, presented as a partnership between Build Consulting and Community IT Innovators. In this webinar, Build Consulting’s panel of experts will be answering the questions you submitted regarding how Development and Accounting can better work together to manage financial data
  2. Before we get started on the webinar, here are a few housekeeping notes….
  3. Now, a little bit about Community IT and Build Consulting. We both work exclusively with nonprofit organizations to help them make information technology and information system decisions that support their mission. We have a collaborative approach, empowering our clients to make informed choices for their organizations.
  4. Community IT is focused on providing outsourced network management and technical support services. Build Consulting leads in the social good sector by providing three types of services. We serve as part-time or in interim Chief Information Officers for nonprofits. We perform business process, technology, and data projects – ranging from strategic assessments and tech roadmaps to system selections and implementations. And with Build Teams, we provide outsourced data managers with deep Development operations experience and nonprofit CRM expertise.
  5. My name is Peter Mirus, and I’m serving as the moderator and as a panelist for today’s discussion. I co-founded Build three years ago after a 15-year career in marketing, development, and information management for both the nonprofit and for-profit sectors. Over the last three years, a good amount of my client projects have revolved around selecting and implementing – or improving existing -- CRM and ERP systems, including integrations between the two. I’m passionate about helping nonprofit organizations fulfill their mission by leveraging technology, and I’m very happy to be with you today. I’m happy to welcome two of my colleagues from Build Consulting who, along with myself, will be serving as our panel of experts for today’s session.
  6. We received a number of excellent questions, in advance, from registrants, which we boiled down into six that we’ll plan on answering during this session. If we have extra time, we’ll take additional live questions from the audience. This is an informal, collaborative discussion –if you would like a more comprehensive answer to a particular question, or that speaks more directly to your individual situation, please contact us and we’ll be happy to dialogue with you. Information about how to reach us will be shared at the conclusion of this webinar.
  7. We have seen an unprecedented number of credential-based breaches in Office 365 in the last month. So in the next webinar, we’ll discuss how secure Office 365 to prevent these types of issues from adversely impacting your organizations.