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)


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

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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.


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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