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We look forward to this time together to explore the different ways in which we are all interconnected and how to build bridges to reach each other, survivors, and communities.

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Tuesday, April 26 • 12:30pm - 2:30pm
Streamlining Fiscal Systems

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Managing multiple funding streams, remote and hybrid staff, glitchy databases and web applications, etc. is never going to be easy. But newer technology and increasingly effective outsourced service providers may make it easier to do it well and build a stronger foundation to cope with the rapid pace of change. This session will focus on newer tools for time and expense tracking, paying bills, donation processing, credit card management, and overall accounting and reporting and on CRM (customer relationship management) and ERP (enterprise resource planning) systems that make it all work better together. Share what your org has tried and learn how other sexual assault programs are getting some big payoffs from relatively small investments in newer systems.

View Recording:

Topic: Streamlining Fiscal Systems
Date: Apr 26, 2022 12:28 PM Pacific Time (US and Canada)

Meeting Recording:
https://wcsap.zoom.us/rec/share/4V1UzHRlh-g_qI2MY7vAcnu3QKxpTtU4NKt-ra46gDMxqlGExFUZW1B55ilE2tQW.Fm0EkiPbO_FZdD22

Access Passcode: 2eM7K.0t

Speakers
avatar for Kay Sohl

Kay Sohl

Kay Sohl Consulting
Kay Sohl has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 8,500 nonprofit organizations throughout the United States. Kay focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight... Read More →



Tuesday April 26, 2022 12:30pm - 2:30pm PDT