Webinars

It’s the time of year where we’re looking behind and to the New Year ahead. Award administration is changing and Blackbaud Award Management is purpose-built to help you scale to meet evolving demands. Explore how the industry’s leading scholarship management platform for higher education institutions and foundations, can help you streamline processes, propel applicant completions, improve the review process & fully utilize your available funds—all within one solution.

During this short tour, we’ll cover:

• Hot topics from scholarship administrators at industry conferences
• Surfacing the right scholarships to the right student
• Leveraging in-system communications to drive applicant completions
• Minimizing the number of manual reviews needed by leveraging insights that identify the most-qualified applicants
• Creating a seamless online review experience

In this webinar we will discuss how to find potential Major Donor prospects that are already in your database using the Prospect Insights tool that will rolling out soon to your database. We will also discuss the Prospect Insights Pro tool, outlining the differences for this optional upgrade.

Key Takeaways:

• See how using Prospect Insights can allow you to find more giving from the records already in your database
• Maintain your portfolio using the Prospect Insights tools
• Visualize and track the impact your use of Prospect Insights has had over time in your database

Tired of check runs, postage, and EFT emails? Introducing a new way to improve efficiency and mitigate risk with Blackbaud Financial Edge NXT®️ Payment Assistant. By partnering with REPAY®️, a trusted payments technology platform, you can automate payments natively in Financial Edge NXT. Payment Assistant digitizes and automates how organizations pay vendors, reducing reliance on paper checks and eliminating the need to send sensitive financial information through the mail. During this webinar, you’ll learn how Financial Edge NXT Payment Assistant can:

• Help you eliminate paper checks, reducing the risk of theft, fraud, and unauthorized alterations
• Provide robust encryption and authentication measures to safeguard payment data
• Process payments more quickly than traditional paper methods, improving cash flow and reducing time-consuming manual tasks and associated errors
• Give you real-time tracking and reporting for complete visibility into transactions
• Enable you to easily monitor payment status, access detailed reports, and gain valuable insights to optimize your AP workflow

Financial Edge NXT Payment Assistant is included as part of your Financial Edge NXT subscription at no additional charge.

Join us for a live tour of the fund accounting solution built to manage the complex accounting and reporting requirements of nonprofits, foundations, and educational organizations. See how we can help you:

• Ensure compliance by giving you the robust tools needed to control costs, enforce your internal controls, and adhere to funding requirements
• Drive informed decision making with customized reports and automated dashboards to show the information you want, the way you want it
• Connect your financial team or auditors from any location and securely share reports with other non-financial users on a view-only basis
• Save time by eliminating manual data entry—and the errors and headaches that come with it

Whether your organization manages a diverse revenue stream, is primarily grant-funded, or derives most of its revenue through fundraising efforts, Blackbaud Financial Edge NXT can help you streamline your financial management processes, so you can do more with your resources.

In this webinar for current Financial Edge®️ customers, you’ll learn about the ways your organization will become more efficient, accountable, and data-driven when you migrate to Financial Edge NXT. Join us to see how a migration can help you:

• Save time and reduce errors by eliminating manual data entry
• Simplify reporting to show your data the way you want, drill down into data, and easily share data with customizable dashboards
• Connect your financial team from any location, and securely share reports with other non-financial users on a view-only basis
• Easily customize and scale your solution with access to our vast partner network

Can’t make it live? No worries, we’ll send you a recording for on-demand viewing within 24 hours!

Join us for a live tour of CSRconnect, an employee engagement solution designed to foster a company culture of giving back through a wide range of features that go beyond the basics of transactional giving and volunteering programs.

In this webinar, you’ll learn:

• How to leverage features in CSRconnect to highlight Moments that Matter
• Ways to set yourself up for success in the new year
• Functionality that allows you to plan your impact

Register now to save your spot!

Financial health is a key component of sustainability and could be argued to be the most important factor. Without financial health, nonprofit organizations will be greatly limited in their efforts to deliver on mission, procure funding, and be a sphere of influence. To obtain financial health, senior leadership (Board, finance committee, and senior management) must be well informed of the moving parts that make up financial health and how to monitor changing status and conditions. How is financial health best observed on the balance sheet? By keeping a close eye on operating reserves.

In this two-part series with Mike Gellman, CGMA and CPA, and Paul Preziotti, CPA, we will explore how to help senior leadership better understand the need for and how to monitor operating reserves. We will give special attention to the differences between the dual roles of operating reserves: to protect against short-term unexpected disruptions and provide long-term support for growth and expansion into new program and activity areas.

In Part I, we will cover the core concepts behind operating reserves, and we will go over the key elements of an effective operating reserve policy.

In Part II, we will cover how to improve Board understanding of operating reserves and how to engage the Board in building an operating reserve policy and committing to fund and plan for use of operating reserves by adding a spending policy component to the operating reserve policy. We will finish Part II by examining a number of case studies to assess if operating reserves were maintained and used in an appropriate manner.

Learning Objectives:

Part I: 

1. Learn why operating reserves are a key component of financial health for nonprofit organizations.
2. Explore options and strategies related to the core purposes for having a formal operating reserve policy.
3. Discuss the component parts of an operating reserve policy and the benefits of adding a spending policy for possible future use of operating reserves.

CPE Information 

• Format: Group Internet-Based Program
• Program Sponsor: Blackbaud
• Knowledge Level: Overview
• Cost: Free
• Credit Provided: One (1) per Session
• Prerequisites: None
• Field of Study: Information Technology
• Blackbaud is a registered sponsor of the National Registry of CPE Sponsors—a program offered by the National Association of State Boards of Accountancy (NASBA). This registry recognizes that our continuing professional education for accountants meets nationally recognized standards.

Join Blackbaud and Student First for a discussion about how the right technology can help your institution build a solid foundation to deliver a great student experience and steward its mission for years to come.

In this session, you’ll see how integrating a comprehensive student information system with true fund accounting software can help your institution meet the changing demands of modern education and:

• Streamline administrative processes from recruiting and admissions to financial aid and student records
• Ensure stronger compliance for your Institution
• Gain greater visibility into your finances from tuition and grants to donations and endowments

Four key factors hold teams back from addressing challenges and emerging with the learning they need to make progress and impact. Heather Hiscox, has been supporting teams in addressing challenges and pursuing opportunities for more than a decade. She will specifically talk about the pitfalls and opportunities of how to pick a challenge, how to overcome the fear of empathy, how to abundantly brainstorm potential solutions, and how to test solutions before you take action. Heather will also share her reflections and tips from coaching and training hundreds of changemakers as they navigate all types of uncertainty. Join us as we help you get unstuck and move past frustration by providing successful, real-world strategies to move past the unknown to achieve impact.

Financial health is a key component of sustainability and could be argued to be the most important factor. Without financial health, nonprofit organizations will be greatly limited in their efforts to deliver on mission, procure funding, and be a sphere of influence. To obtain financial health, senior leadership (Board, finance committee, and senior management) must be well informed of the moving parts that make up financial health and how to monitor changing status and conditions. How is financial health best observed on the balance sheet? By keeping a close eye on operating reserves.

In this two-part series with Mike Gellman, CGMA and CPA, and Paul Preziotti, CPA, we will explore how to help senior leadership better understand the need for and how to monitor operating reserves. We will give special attention to the differences between the dual roles of operating reserves: to protect against short-term unexpected disruptions and provide long-term support for growth and expansion into new program and activity areas.

In Part I, we will cover the core concepts behind operating reserves, and we will go over the key elements of an effective operating reserve policy.

In Part II, we will cover how to improve Board understanding of operating reserves and how to engage the Board in building an operating reserve policy and committing to fund and plan for use of operating reserves by adding a spending policy component to the operating reserve policy. We will finish Part II by examining a number of case studies to assess if operating reserves were maintained and used in an appropriate manner.

Learning Objectives:

Part II: 

1. Learn how to help senior management work with and better engage Board members in committing to financial health and how operating reserves are the key to long-term financial health.
2. Explore options and strategies for helping Boards better understand the importance of operating reserves and building operating reserves.
3. Discuss different reasons for and potential uses of operating reserves and how to plan to return funds to operating reserves when appropriate after funds have been committed. Case studies will be used to see both good and bad uses of operating reserves.

CPE Information 

• Format: Group Internet-Based Program
• Program Sponsor: Blackbaud
• Knowledge Level: Overview
• Cost: Free
• Credit Provided: One (1) per Session
• Prerequisites: None
• Field of Study: Information Technology
• Blackbaud is a registered sponsor of the National Registry of CPE Sponsors—a program offered by the National Association of State Boards of Accountancy (NASBA). This registry recognizes that our continuing professional education for accountants meets nationally recognized standards.