Strategic Insights for Finance Leaders

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With a majority of organizations starting a new fiscal year July 1, accounting teams are looking for both tried-and-true and new ways to improve operations, increase cash flow, save time, and manage multiple funding sources. 

Research from Gartner[1] suggests while CFOs are embracing digital transformation, the operational side of accounting is still the most time-consuming.  

As a finance leader, what steps can you and your team take to save time, accomplish more, and make this fiscal year the most successful to date?   

Join us for strategic insights and best practices for: 

  • Fiscal year planning and preparation  
  • Visibility and management of multiple funding sources  
  • Increasing cash flow while saving money 
  • Reducing redundancies and human error 
  • Improving inter-fund tracking  
  • Handling simple and complex allocations   
  • And more!  

Guest Speakers:   

Patrick Curtis, CPA, CGMA 
Shareholder, Rubino & Co. 

A. Mike Gellman, CPA, CGMA
Co-Founder, Fiscal Strategies 4 Nonprofits

[1] Gartner: Top Priorities for CFOs in 2023

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