10 Reasons Why Nonprofit Finance Teams Should Attend Future in Focus
Nonprofit finance is the quiet engine of impact. When your numbers are timely and trusted, programs stay funded, boards stay focused, and auditors nod. When they are not, decisions drift and momentum slows, preventing your organization from reaching its full potential in its mission.
We brought together the sharpest financial minds to present Future in Focus: Excel Your Planning and Forecasting for Nonprofits to help you move faster with fewer errors using the tools your team already knows.
When: Wednesday, November 19, 10:30 am to 4:00 pm ET
Where: Online and free – you just need to sign up
CPE: Up to 3.6 credits with live attendance and engagement checkpoints
Bonus: All registrants get the recordings and materials
You will hear from people who have been in the trenches:
- Jim Norton, CPA, Senior Product Manager, Velixo
- Robert Caluori, CFO, Westchester Library System
- Sarah Hayes, Customer Success Manager, Gray, Gray & Gray LLP
- Harry Lewis, Education Manager, Velixo
- Edward Warren, Marketing Manager, DSD Business Systems
- Alejandra Jensen, Partner, GRF CPAs and Advisors
You will see Excel connected to Sage Intacct with governance and auditability in place. You will leave with methods you can use this week.
10 reasons why you cannot afford to miss this virtual conference
1) Built for nonprofits that use Sage Intacct as their ERP
Every session maps to budgeting, dimensions, grant compliance, and board-ready packages. Less translation. More application to your chart and calendar.
Outcome: fewer workarounds, faster adoption, and a shorter path from learning to doing.
2) Completely free, virtual, easy to attend
Budgets are tight and travel is hard. Bring more of the team without pulling funds from programs. Recordings included.
Outcome: broader participation and reusable training assets.
3) Earn up to 3.6 CPE credits
Make professional development happen while you solve real problems.
Outcome: a credible credential tied to practical skills.
4) Excel and Sage Intacct working together
Most teams export anyway. We will show how to keep flexibility and add controls with live, governed workbooks.
Outcome: fewer exports, more trust, and smoother change management.
5) Budget in days, not weeks
Assumptions, drivers, and allocations roll through models without manual rekeying.
Outcome: tighter consolidation windows and more time for analysis.
6) Grant reporting that ties cleanly to the GL
Map funder templates to Intacct dimensions. Handle restricted vs unrestricted splits and allocations with less drama.
Outcome: faster, cleaner packages and fewer last-minute fixes.
7) Practitioners first
CFOs, CPAs, implementers, and educators share what actually works.
Outcome: practical, repeatable methods for nonprofit realities.
8) Designed for small and mighty teams
If you are three to eight people covering close, grants, audits, and board prep, you are our people.
Outcome: techniques that scale down without losing control.
9) Assets you can use this quarter
Templates, examples, recordings. Adapt them to your chart and dimensions.
Outcome: a training library you can reuse for onboarding and budget season.
10) One focused day
Keynote. Budgeting fundamentals. Two grant deep dives. A practitioner roundtable.
Outcome: team alignment on what to change first and how to do it safely.
What you will take back to your organization
- A budgeting structure that mirrors your chart and programs
- A faster path from funder template to submission-ready report
- A board-ready reporting approach that refreshes from Sage Intacct
- A lighter monthly rhythm across planning, forecasting, grants, audits, and board cycles
- Confidence with auditors and stakeholders through traceability
How the day flows
- Kickoff keynote: move from reactive reporting to ready planning with Excel and Sage Intacct
- Budgeting 101 for Nonprofits: structure drivers and dimensions for speed and accuracy
- Grant deep dives: Turning Intacct Data into Funder-Ready Reports, then Follow the Funder Lines for mapping and allocations
- Future in Focus Roundtable: compare notes, ask the hard questions, and set your first change
Common objections, answered
- “We already have a planning tool.” Great. Use this as the connective tissue. Keep Excel flexible and governed to reduce copy risk and version sprawl.
- “Excel is risky.” Disconnected, undocumented spreadsheets are risky. Connected, permissioned, auditable Excel lowers risk and improves lineage.
- “We do not have time.” One focused day live. Recordings for the rest of the team. The hours you save on budgeting and grants pay it back fast.
- “We are small.” Perfect. The content is designed for lean teams. Even one standardized department template or three mapped funder reports can recover dozens of hours.
A simple plan to get the most value
- Block 10:30 to 4:00 ET on November 19
- Invite three people: CFO or Controller, the budget model owner, and a grants or program finance lead
- Bring one live problem to pressure-test
- Choose one quick win before you log off and finish it within two weeks
- Hold two follow-up hours next week: one to decide changes, one to implement the first change
Why Excel native plus ERP matters
Nonprofits need flexibility for grants, programs, and donors, and accountability for audits, boards, and regulators. Excel sits right at that intersection when it is connected to real-time ERP data with governance for who can change what and when. You keep the comfort and control of spreadsheets and gain the auditability and speed of a governed pipeline.
Ready to put your mission’s finance future in focus?
Register now and share the registration link with the rest of your team so you can learn together. Show up on November 19 ready to take notes and ask questions. You will leave with a clear plan, practical assets, and momentum for your next board meeting and next grant cycle.