Where do you start when you find that you’ve inherited a less-than-ideal fund management or accounting system to support your organization’s unique stewardship needs? Your organization could be a beacon of community service—revered for its dedication to health, wholeness, and wellness.

But if you’re grappling with systems and processes that don’t support high levels of transparency and stewardship, your mission could be in danger. If you’ve found yourself hindered by the limitations of your current infrastructure, join Cause and Solution’s Jim Bocian and Jamie Lundien as we dive into problem-solving mode, looking at the example of a healthcare foundation. We’ll cover:

• Defining the components of the accounting triangle and how balancing them can help you manage your donor-designated funds Identifying where you may be out of balance and what to do about it

• How good processes and technology can help bring all three areas together

• Who should attend: Finance, IT, Operations, Executive Directors, and Development

If you’ve found yourself experiencing delays in monthly closings and financial reporting, or struggling to engage in effective fundraising activities, don’t skip this video!