A CFO’s Guide to Identifying Broken Systems (and Fixable Ones)

You know something’s off. Reports take forever to pull and still require manual cleanup in Excel. Your team has built workarounds on top of workarounds. Month-end close feels like a fire drill every single time. And somewhere in the back of your mind, you’ve started wondering: is it the system, is it us, or is it both?

For most nonprofit finance leaders, the answer is: it’s complicated. And that uncertainty is exactly what keeps organizations stuck — either tolerating a broken system longer than they should or jumping to a new one before they’ve figured out what’s actually wrong.

This session is designed to help you cut through that uncertainty. This webinar will walk you through a two-part framework: first, how to honestly assess whether your systems and processes are broken and what’s actually driving the pain and second, how to build the case for investment and embark on a software selection process that doesn’t end in regret.

If you’ve ever wondered whether it’s time for a change but weren’t sure where to start, this is the session for you.

By the end of this session, you’ll be able to:

• Spot the real warning signs that your system or your processes are holding your organization back, and stop mistaking a people or process problem for a technology problem (and vice versa)

• Conduct an honest internal assessment of where your current systems are failing your team, your reporting, and your mission

• Distinguish between a fixable problem and one that requires full replacement