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Financial Management Sessions
| Getting the Most out of The Financial Edge™ |
| Session Level: Beginner |
| Speaker: David Kilmer, Senior Applications Engineer, Blackbaud, Inc. |
| Session Description: |
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Are you a new user to The Financial Edge? Are you an existing user curious about the power of Transaction Codes or the new enhanced budgeting features? If so, you will want to attend this overview of key areas and concepts. This session will introduce you to features such as transactions codes that you can use to enhance tracking and financial reporting for your organization. In addition, we will take a look at the new budgeting capabilities within The Financial Edge which will provide you the ability to budget down to the transaction code level for items such as grants. This session will also help you understand and identify other software-related sessions you may want to attend during the Conference to build your knowledge.
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| The Power of Querying and Exporting in The Financial Edge™ |
| Session Level: Intermediate |
| Speaker: Tiffany Elser, Solutions Engineer, Blackbaud, Inc. |
| Session Description: |
Are you ready to unlock the true power of Query? You may already know how to create simple financial queries, but this session will uncover useful query tips, practical uses, and how to use filters and subfilters to get the specific reports you want. The speaker will cover how to create quick and easy lists, how to merge queries to account for complex filters, and how to use Query effectively with General Ledger™ account and project information, as well as the other subledgers.
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| Financial Reporting – What Every Finance Office Needs to Know |
| Session Level: Intermediate |
| Speaker: David Kilmer, Senior Applications Engineer, Blackbaud, Inc. |
| Session Description: |
Are you looking to get more out of your reports in The Financial Edge? Do you need different reports for your board, senior management or program managers? Have you ever ventured into the Visual Chart Organizer or Pivot Reports only to immediately turn back? If so, you will want to attend this session to explore key reporting concepts in The Financial Edge. We will take a look at how to create Visual Charts from the ground up to get the desired reporting format. In addition, we will take a look at alternative ways to view queries you already have included pivot reports and dashboards. This session is designed to provide you with a comfort level in the design aspect of the Visual Chart Organizer and other reporting tools along with some tips and tricks for creating advanced reports immediately within the system.
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| Fraud Prevention and Internal Controls – An Organization Wide Approach (Part I) |
| Session Level: Intermediate |
| Speaker: David Kilmer, Senior Applications Engineer, Blackbaud, Inc. |
| Session Description: |
In today’s post-Enron® world, scandals are no longer simply the result of a misappropriation of assets — the definition of fraud has drastically expanded. While nonprofit organizations are still exempt from Sarbanes-Oxley regulations, they are not exempt from the consequences of internal or external fraud. Does your organization have a written policy on internal controls that outlines required procedures and staff responsibilities? Designed for executives and develop and finance managers, this is the first session of a two-part sequence that will cover:
- Top fraud risks for nonprofits
- Common breakdowns in internal controls
- How to introduce a policy on suspected misconduct and dishonesty
- Practical tips and tricks for improving accountability at your organization
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| Fraud Prevention and Internal Controls – An Organization Wide Approach (Part II) |
| Session Level: Intermediate |
| Speaker: David Kilmer, Senior Applications Engineer, Blackbaud, Inc. |
| Session Description: |
Nonprofits should be proactively practicing tight internal controls in order to limit their exposure to fraud, and using The Financial Edge™ and The Raiser’s Edge® appropriately is critical in enabling them to do so. Presented in non-technical terms, this second session of a two-part sequence will review how to use Blackbaud’s software to effectively establish strong internal controls using your existing technology.
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| Exploring New Grant Functionality in The Financial Edge |
| Session Level: Intermediate |
| Speaker: Greg Heath, Solutions Engineer, Team Canada, Blackbaud, Inc. |
| Session Description: |
This session will focus on the tactical implications to organizations who receive a material amount of funding from grants. Mr. Kilmer will review the changes to The Financial Edge and their impact on improving the business processes of grant funded organizations including calculating indirect cost allocations and new processes for creating invoices in A/R.
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| Managing Campaigns, Funds, and Appeals in The Financial Edge |
| Session Level: Intermediate |
| Speaker: Greg Heath, Solutions Engineer, Team Canada, Blackbaud, Inc. |
| Session Description: |
Are you currently tracking the financial information for your campaigns, funds, or appeals off line? Do you want to be able to get more detailed reports from within The Financial Edge? If so, join us to see how you are able to utilize the integration between The Raiser’s Edge and The Financial Edge to accomplish this. We will see the options made available in The Financial Edge that allow you to post campaign, fund, and appeal data directly from The Raiser’s Edge, along with the reporting capabilities you can take advantage of.
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| The Benefits of Integrated Systems – Completing a Solution Stack |
| Session Level: Advanced |
| Speaker: Richard Geiger, Practice Manager – Professional Services, Blackbaud, Inc. |
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What is the big deal about integrated systems? Why is it so important to have an integrated solution stack? Why does it matter if the finance and development offices use technoloy that "talks" to each other? The purpose of this session is to define solution stack and what the implications of the solution stack are for the different parts of your organization and for the constituents that your organization serves. Through the review of several different solutions (including The Raiser's Edge, The Financial Edge, and others), this session will demonstrate key concepts on implementiong system integrations, combining data to enhance organizational efficiencies, and things to think about as you add new pieces to your organization’s solution stack.
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