Webinars

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.

Fundraising is much like a board game—while there’s an element of luck, mastering strategy is essential for success. Join fundraising expert Stacy Rooney in this insightful session where you’ll learn to identify your program’s position on the game board and develop a winning strategy. Stacy will guide you through:

• Assessing Your Current Position
• Four Stages of Fundraising Process Maturity
• Crafting a Winning Strategy

Register today and learn how to play your best hand!

Join us for an insightful webinar as Julie Faulstich and Peter Baron delve into the essential strategies for effective leadership in today’s ever-changing educational environment. Based on their decades of experience working with private and independent schools, this session will cover key topics such as:

• Leaning into your authority: Authority used thoughtfully can promote security, stability, and trust
• Avoiding ambiguity: Whether with families or faculty, leaders need to communicate clearly and set precise expectations
• Putting the right systems in place: You need the right people, processes, and technology to move forward
• Mission-aligning strategy: Look beyond tradition to prioritize actions, set achievable goals, and make informed decisions

Julie, a former head of school and communications expert, and Peter, a strategist who has worked with hundreds of schools, will offer diverse perspectives, real-life examples, and actionable takeaways for school leaders. Don’t miss this opportunity to enhance your leadership skills and propel your school to success. Register now to secure 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.

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!

Fundraising and finance are the two critical functions that keep your organization running but oftentimes these teams can feel disconnected. But what if your technology enabled you to get these two teams on the same page, empowered them with the right data, and offered visibility into how money flows through the organization from funding to disbursement?

Join us for a live tour of Blackbaud Raiser’s Edge NXT and Financial Edge NXT, the integrated solution that will give your team the foundational tools to do their jobs efficiently and keep your funders informed and engaged.

Whether you work in fundraising, finance, or leadership, you’ll see how technology can help these two teams work together to drive more impact for your organization.

Join us for a tour of the leading nonprofit CRM software built specifically for fundraisers to power your organization. Blackbaud Raiser’s Edge NXT® is proven to increase the number of donors, number of gifts, and total dollars raised.

Get an exclusive look at the tech in action to see how you can:

• Raise more revenue using a proven system with fundraising expertise built in
• Centralize your work, with everything fundraisers need in one place
• Grow with confidence, with the system depth and flexibility to help you achieve your most ambitious goals

Join us as we explore top considerations and steps for purchasing CSR software. This session will guide you through essential questions to ask vendors, provide an overview of what to expect from implementation and customer success, and highlight YourCause®’s solutions for employee giving, volunteering, grantmaking, and impact reporting.

In this webinar, you’ll discover:

• Evaluation Questions and Resources: Learn how to select a vendor that not only meets your current needs but also supports your future goals.
• Implementation and Customer Success Expectations: Understand what to expect from your vendor beyond just a platform—your programs deserve a partner dedicated to supporting your impact.
• YourCause® Solutions Showcase: Get an exclusive look at how YourCause® powers employee engagement, corporate grantmaking, and impact reporting.

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.

As an organization that receives grants, accurately communicating how funds were spent is critical to demonstrating fiscal responsibility to your funders—as well as making sound, strategic decisions for your organization.

Join us for a live tour of the accounting solution built to improve compliance with funding requirements. You’ll see Blackbaud Financial Edge NXT®️ in action and learn how it can help your organization:

• Demonstrate accountability to funders to increase grant renewals and develop a reputation as a fiscally responsible organization
• Track financial activity by grant or contract, generate grant- compliant reports, and enforce budget spending rules
• Ensure that funds are being used only on approved expenditures with advanced user controls
• Allocate expenses based on allowable cost rates without having to rely on complicated spreadsheets

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.