Future in Focus: Excel Your Planning and Forecasting for Nonprofits

Event Overview

Running finance for a nonprofit isn’t just about numbers, it’s about keeping programs funded, staff supported, and auditors happy, often with half the team you need. This event helps you move faster, stay compliant, and free your staff from manual work so you can focus on what matters most: your mission.

From the comfort of your desk, you’ll hear from Velixo experts and nonprofit finance professionals on how to:

• Cut budget consolidation time from weeks to days

• Automate funder reporting with ERP-connected Excel

• Stay audit-ready with real-time numbers

• Empower small finance teams to deliver more impact

Who Should Attend?

• CFOs seeking faster closes and stronger financial oversight

• Controllers managing reconciliations, grants, and compliance

• Finance Managers responsible for nonprofit budgeting and reporting

Featured Speakers

• Gabriel Michaud, CEO, Velixo

• Jim Norton, CPA, Senior Product Manager, Velixo

• Harry Lewis, Education Manager, Velixo

• Robert Caluori, CFO, Westchester Library System (WLS)

• Mel Attia, VP of Marketing, Velixo

• …and more!

Date & Time

November 19, 2025 | Online from 10 AM to 4 PM (EST)

Agenda

10 AM | Welcome Keynote
From Reactive to Ready: The Future of Nonprofit Finance in Excel and Sage Intacct
Gabriel Michaud, CEO, Velixo
Explore how nonprofit finance teams can move from manual, reactive reporting to insight-driven planning using the tools they already trust.

11 AM | Budgeting 101 for Nonprofits
Budget Smarter, Not Harder: Modern Fundamentals for Nonprofit Finance
Harry Lewis, Education Manager, Velixo
Learn how to build structured, connected budgets that align data across systems and free your team for more strategic work.

1 PM | Turning Sage Intacct Data into Funder-Ready Reports
Grant Reporting Without the Grind: From Data to Donor Confidence
Jim Norton, CPA, Senior Product Manager, Velixo
Discover how to transform your Sage Intacct data into funder-aligned reports that meet compliance needs and tell your organization’s impact story with clarity. We’ll begin with common, simple reporting techniques. This builds a foundation for even more powerful strategies in the next session!

2 PM | Follow the Funder’s Lines: Map Grant Templates Directly to Sage Intacct
Mapping the Mission: Automating Grant Templates and Funder Reports in Sage Intacct
Jim Norton, CPA, Senior Product Manager, Velixo
See how to pre-map funder templates to your GL and dimensions so every report aligns seamlessly, reducing reconciliation time and ensuring every number ties back to source data. In this session, we’ll unlock the powerhouse strategies that turn a complex funder layout requirement from “there goes my next three days” to “I’ll have that for you in just a bit!”

3 PM | Roundtable Discussion – TBD
The Future in Focus: Building Agile, Compliant, and Impact-Driven Finance Teams
Hosted by Jim Norton, CPA, Senior Product Manager, Velixo
An open conversation with nonprofit finance leaders on how automation, connectivity, and modern reporting are reshaping what it means to be mission-ready.

Why Attend?

• Gain nonprofit-specific finance strategies you can apply right away

• See real examples of Sage Intacct and Excel working together

• Learn from peers and product experts in live, interactive sessions

• Walk away with ready-to-use templates, recordings, and practical tips

Register today – free for nonprofit finance leaders.

Can’t make it live? Every registrant receives full access to session recordings and materials.