Webinars

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.

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.

Email marketing can be a powerful tool for museums and other cultural organizations, but it comes with its own set of challenges- trying to stand out in a crowd, effective audience segmentation, and measuring a campaign’s success. WordFly, a Blackbaud Altru® partner, can help you overcome these obstacles by creating dynamic, impactful messages that will resonate with your patrons.

Join Kirk Bentley from WordFly as he discusses the following:

• Current trends in email marketing tactics
• Best practices for importing data from Blackbaud Altru into WordFly
• Examples of effective email marketing campaigns

   

Whether you’re just starting out or looking to refine your email game, you’ll walk away with actionable tips and inspiration to help your organization create beautiful email campaigns that truly connect with your audience.

Join us for a live tour of Blackbaud Financial Edge NXT and Blackbaud Grantmaking. Blackbaud Financial Edge NXT is a total cloud fund accounting solution designed to meet the unique needs of nonprofit entities and delivers the industry’s best tools to manage financial reporting, monitor program success, and ensure overall integrity for your organization. Blackbaud Grantmaking is a comprehensive grant management solution that can effectively manage your entire grant cycle—from accepting online applications to assessing and communicating outcomes—all in one purpose-built solution that’s intuitive, scalable, and secure.

Join us for an in-depth demonstration how the donorCentrics® Performance Dashboard can be used by fundraisers to evaluate their efforts and explore opportunities within their donor file.

• Learn how donorCentrics reporting can help identify strengths and opportunities in your annual giving fundraising program
• What type of donor segmentation is helpful to inform long-term strategy?
• How can a performance dashboard help tell the story of my team’s wins and needs?

Kickstart 2025 by unpacking the BIGGEST trends shaping the CSR industry this year!

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.

Every fundraiser wants to maximize their efforts, and this becomes a critical objective when you are a small shop with an extremely limited timeline to engage with potential donors. A moment lost can mean a prospect missed and a short window of opportunity closed, permanently.

In this session, the Alzar School will share their unique fundraising experience, where they prepare for every semester with entirely new parents and then rebuild their prospect pool repeatedly. As a young school with limited alumni resources, they’ve spent the last five years relying primarily on the engagement of their participant families and the use of strategic analytics, prospect management, and Blackbaud Raiser’s Edge NXT®️ to maximize involvement.

Everything they do relies on the support of donors and volunteers, and they do it with a fundraising team of one. May this extreme example be an inspiration for how integrating analytics into your own organization’s fundraising plans can help you reach your goals, no matter what the timeline!

Kickstart your year with a clear plan to strengthen donor relationships and maximize engagement. Join us for an insightful webinar on building an effective stewardship calendar using Blackbaud’s Raiser’s Edge NXT®.

Attend to see examples of how an organization might map out meaningful touchpoints, personalizing communications, and leveraging Raiser’s Edge NXT’s tools to streamline your workflow. You’ll also hear how Blackbaud Advisory+ can help your organization tackle these objectives, so you and your team can focus on the mission.

Whether you’re aiming to retain donors or cultivate new ones, this session will empower you to align your stewardship efforts with your fundraising goals for 2025.

The following learning outcomes will be covered in this presentation:

• Develop a Comprehensive Stewardship Calendar: Learn how to create a detailed, year-long stewardship plan that ensures consistent and meaningful donor engagement
• Utilize Blackbaud Raiser’s Edge NXT® Tools Effectively: Discover how to leverage Raiser’s Edge NXT features to automate tasks, track donor interactions, and streamline communication efforts for a more efficient workflow
• Enhance Donor Retention and Cultivation: Gain actionable strategies to personalize touchpoints and align your stewardship calendar with your organization’s fundraising goals to build stronger donor relationships.

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.

The world is evolving, and Blackbaud Grantmaking™️ is here to support this transformation. Experience the flexibility of Blackbaud Grantmaking™️ on any browser and device, anytime and anywhere. It enhances your efficiency and communication, providing transparency in your giving process and guidance for you and your stakeholders. This boosts collaboration and ensures data is at your fingertips for every decision. Join our live tour to see Blackbaud Grantmaking™️ in action.

Can’t attend live? Watch this recording on-demand.

Revolutionize your efforts with Blackbaud Raiser’s Edge NXT®, the world’s most popular and powerful fundraising system.

Purpose-built for the fundraising and engagement needs of social impact organizations, Raiser’s Edge NXT is proven to help raise and retain more revenue to reach and exceed mission goals.

Join us for a tour to learn how Raiser’s Edge NXT powers you to:

• 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

Come to one of the interactive sessions in this webinar series to see what Raiser’s Edge NXT could bring to your organization.