Kinds: Publication

Vena For Budgeting in 3 Minutes

Learn how Vena can help your accounting processes and budgeting in this 3-minute video.         Please fill out the form to view the video:

The Definitive Buyer’s Guide to Planning Software

It’s time to choose the right cloud planning product and begin modernizing your process. Selecting the right solution and getting started is faster, easier, and more affordable than you might expect. In this guide, we’ll walk you through exactly what you need to know to set yourself up for success. This ebook is a 9-step…

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Getting Started with ERM: A Guide for Nonprofits Templates

The ERM Initiative at NC State is pleased to offer this resource, Getting Started with Enterprise Risk Management: A Guide for Nonprofits.  The guide is loaded with rich, tactical insights from a number of risk management professionals in the nonprofit sector who share their experiences, challenges and lessons learned during their journey of implementing and enhancing their…

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2022 Risk Outlook for Nonprofits and Associations

Our 2022 Risk Outlook reflects the key risks that we see our nonprofit and association clients prioritizing and the advice we’re offering our clients to mitigate them. These risks are: Cybersecurity, Information Security, and Data Privacy Disaster Recovery and Business Continuity Third-Party Risk Talent Management Revenue Diversification Diversity, Equity, and Inclusion Fraud Risk Please fill…

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Ebook: Stepping up from QuickBooks: Multi-Entity Organizations

From an operations perspective, you need to integrate front- and back-office systems and automate core processes. And, in many cases with multiple entities and locations, you even have distributed work teams. How will you handle payables across multiple locations or consolidate the books quickly each month – without cumbersome spreadsheets? It comes down to a…

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Moving Accounts Payable and Vendor Management Functions from Paper Trails to Information Superhighway

Another year has come to a close, and a new one starts. Trends and countless surveys are showing that forcing a return to 100% in-office work will not bode well for organizations. “The great resignation” is happening in part because talented team members know that they can find employee-first organizations who understand there’s no reason…

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Year-End Tax and Financial Planning Guide for Businesses

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation –– a continued global pandemic, several significant natural disasters, new tax laws and political shifts.

Year-End Tax and Financial Planning Guide for Individuals

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation –– a continued global pandemic, several significant natural disasters, new tax laws and political shifts. Now is the time to take a…

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6 Key Metrics for Professional Service Organizations

Service Performance Insight conducted a recent survey of 622 professional services organizations ranging from IT Consulting, Management Consulting, Marketing, Accounting, Legal and other types of service-based businesses, that has helped shed new light on performance expectations in a number of key areas. These Key Performance Indicators (KPIs), can help firms benchmark their financial data, and…

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Secrets to Gaining Visibility into Nonprofit Financials

Flexible reporting functionality is a top criterion for nonprofits wanting to replace an underperforming financial management solution. The right financial management and reporting solution can be a critical driver of efficiency and visibility; the wrong solution can be a critical roadblock to strategic improvement. Read this ebook to learn how finance leaders can leverage the…

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