Modern nonprofit financial systems are no longer just about tracking dollars and cents. They are the heartbeat of your organization’s health.
Join Plative’s nonprofit expert, Evan Bennett for a strategic session on navigating the complexities of migrating financial systems and CRMs to create a holistic, real-time view of your impact.
Most nonprofits operate with a “cobbled-together” tech stack—half-finished integrations, manual workarounds, and disparate tools. Replacing an old system with a marginally better one isn’t enough. True transformation requires reimagining your processes and restructuring your data.
What You’ll Learn
- Honest Self-Reflection: How to evaluate if your team is ready for a transformation journey.
- Breaking the Account String: Moving from rigid legacy structures (like Financial Edge) to relational data models (like NetSuite).
- The CRM Heartbeat: Why understanding your CRM is a critical starting point for every financial process.
Featured Speakers:
- Evan Bennett, NetSuite Principal Consultant, Plative
- Jeff St.Louis, NetSuite Senior Sales Director, Plative