Webinar
October 18, 2022
1:00 pm - 2:00 pm
virtual

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Avoiding the Most Common Mistakes with Budgeting & Planning

CPE credit is not available for this webinar.

This webinar is a joint effort with Vena.

Attend this Lunch & Learn to receive a free eatNgage pass. A complimentary meal will be delivered to you.

Finance professionals are under immense pressure to provide timely insights to help their organizations make better decisions for the future. That’s why it’s important to have the right processes in place to maintain visibility into recent performance, while allowing nonprofits to remain agile to new trends and make better use of funding opportunities as they plan ahead. In this webinar focused on budgeting and planning pitfalls, GRF has partnered with Vena to make allocating funds and planning grants for nonprofits easy with templates, workflows, and data models.

Key takeaways:

  • Tools for deeper and more frequent budgeting and forecasting
  • Leveraging your ERP system for maximum results
  • The importance of continuous planning

Speakers

Jim Norton, CPA

Principal, Accounting Technology Services

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Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services

Samir Shah

Director of Solutions Consulting, Vena