Date & Time:
March 25 at 12:00 pm - 1:00 pm MDT|Recurring Event (See all)An event every day that begins at 12:00 pm, repeating until March 27, 2025
An event every day that begins at 12:00 pm, repeating until March 27, 2025
Location: Online
MNA Members: $249 (MNA Members receive 15% with code OPTIMIZE15)
If your nonprofit relies on QuickBooks, this course is a must!
As your nonprofit grows, so do its financial complexities. If you’re finding that QuickBooks isn’t keeping up with your organization’s evolving needs, this exclusive three-session course is designed to help you explore the next steps in optimizing and upgrading your financial systems.
Who Should Attend?
This course is ideal for nonprofit CFOs, finance directors, accountants, and operations managers who are looking to optimize their financial systems and prepare for future growth.
Course Schedule and Overview:
Day 1 | March 25, 12:00 – 1:00 pm MT | Optimizing QuickBooks for Maximum Impact
Dive into advanced QuickBooks functionalities, including charts of accounts, tracking restricted funds, and managing budgets. Learn how to refine your current setup to handle the unique complexities of nonprofit accounting.
Day 2 | March 26, 12:00 – 1:30 pm MT | Enhancing QuickBooks with Compatible Tools
Discover a variety of tools designed to extend and customize QuickBooks. This session will cover improvements in cash flow projections, reporting, bank reconciliations, expense tracking, and more—helping you unlock new efficiencies and insights for your organization.
Day 3 | March 27, 12:00 – 1:30 pm MT | Exploring Alternatives Beyond QuickBooks
When it’s time to move on from QuickBooks, what are your options? In this session, you’ll explore powerful alternatives like NetSuite, Sage Intacct, and Intuit’s Enterprise Suite, giving you a clear road map for the next phase of your financial system.
Can’t Make Every Session? No Worries! Everyone who registers will receive recordings and slides from all three sessions.
Why Attend This Course?
This hands-on, practical course will equip nonprofit finance professionals with the knowledge and tools they need to:
- Maximize efficiencies in financial management
- Extend automation to streamline workflows
- Evaluate new financial systems that align with organizational growth
Led by Jing Cheng, a recognized expert in nonprofit financial systems, this course will provide invaluable guidance on:
- Recognizing the limitations of QuickBooks and when it’s time to upgrade
- Exploring alternative financial management systems tailored for nonprofits
- Understanding key features to look for in a new accounting system
- Implementing best practices for system transitions and integrations
- Leveraging automation and reporting tools to enhance financial oversight
Questions? Contact us at anelson@nonprofitfinancials.org