Workshops & Events

Workshops & Events

** Postponed ** Optimizing Your Organization's Ecosystem: Building a Solid Financial Foundation

Online - Zoom
Wednesday, June 15, 2022 (3:00 PM - 4:30 PM) (EDT)

Pricing

  • DANA Members: $35
  • Not-Yet-DANA Members: $70 

Exploring a DANA Membership? Learn more here: https://delawarenonprofit.org/membership/

Event Details

Finance and budgets are at the center of your organization, driving strategic decisions and organizational effectiveness. Your organization’s financial ecosystem may consist of multiple sub-systems which lack integration and cause manual processes. Optimizing these systems to work together with your accounting software is essential for building a successful financial foundation. Whether you are a newly formed nonprofit looking to set your financial ecosystem up for success, or an established nonprofit looking to improve your current system, we’ll discuss best practices and the top 5 things you should consider when assessing your back-office setup. Learn how to be efficient, effective, and streamlined - saving you and your staff valuable time. Q&A session to follow with Breakwater Accounting & Advisory's tech-forward accounting experts to discuss how this approach could benefit your organization.

About the Presenters 

Amy Marshall and Sarah Grantham are team experts at Breakwater Accounting & Advisory, providing outsourced bookkeeping and accounting services for small to midsize businesses and nonprofits. We test and use the latest technology tools available to streamline the back-office operations for our clients.

Amy Marshall is the Leader of Breakwater’s Workflow Solutions segment and works closely with our fintech partners in implementing cloud-based tools to streamline financial workflows for our clients.

Sarah Grantham is a Non-Profit Team Leader of Breakwater’s Client Services segment and loves helping her clients get the most out of their financial reporting, empowering them to expand their impact on their communities.

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Additional Information
Event Contact:
Pamela Leland
Contact Organization:
Delaware Alliance for Nonprofit Advancement (DANA)
Contact Description:
Phone Number: 302.485.1611
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