Webinars

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!

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 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.

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.

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.

Fraud is a pervasive issue that affects all types of organizations, including not-for-profits. In this webinar, presented by experts from PKF O’Connor Davies, we will delve into the various fraud risks that not-for-profits are particularly vulnerable to and provide actionable steps to help prevent such incidents. Participants will gain valuable insights into identifying and mitigating fraud risks, ensuring their organizations remain secure and trustworthy.

Who Should Attend: Executive Directors, CEOs, CFOs, Controllers, and VP/Directors of Finance

 Learning objectives

Attendees will learn:

• Fraud risks specific to not-for-profit organizations
• Potential public reporting requirements when fraud occurs at not-for-profit organizations
• Easy actions a not-for-profit organization should take to help prevent fraud

CPE Information

• Format: Group Internet-Based Program
• Program Sponsor: Blackbaud
• Knowledge Level: Basic
• Cost: Free
• Credit Provided: One (1)
• 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.

Accountants are required by state governing boards to earn CPE credits to maintain and enhance their professional competence. As a registered sponsor, Blackbaud’s name and address are printed on a registry that is distributed to state boards of accountancy and made available to licensed accountants across the country. A link to Blackbaud’s website appears with our listing on the National Registry of CPE Sponsors on NASBA’s website, www.nasba.org.

How are the number of CPE credits determined? CPE credits are granted based on a 50-minute hour. Participants are eligible for one CPE credit for every 50 minutes of instruction attended. For learning activities in which individual segments are less than 50 minutes, the sum of the segments would be considered one total program. A minimum of one full credit must be awarded initially, but after the first credit has been earned, credits may be awarded in one-fifth increments or in one-half increments.

Is CPE credit automatically awarded after attendance is established? CPE credit is not automatically awarded. Letters or certificates of completion are available upon successfully completing a class. Certificates will be issued within 2 weeks after the webinar via email from certificates@conferences.io. You are responsible for submitting this information to the State Boards of Accountancy. Should you have questions or issues, please reply to the email or contact FinTechMarketingTeam@blackbaud.com.