Name: ICAEW x Sage: Selecting a finance system to suit your charity's needs
Start: 2023-08-03T14:02:00Z
End: 2023-08-03T14:03:01.000Z
Location: BrightTALK
Rating: 5

Sage Intacct is an industry leading cloud financial management solution designed for use by scale-up to enterprise businesses. Built by finance experts for finance professionals, Sage Intacct helps CFOs access integrated management and financial insights across their business entities in minutes not days to grow and drive their businesses forward. 

Despite economic uncertainty, the professional services industry continues to grow – but sustaining revenue and profit growth is easier said than done. So what are leading professional services firms doing right, and what do you need to know to scale successfully?

In this session, learn the trends shaping the PS landscape and essential qualities of a modern and effective professional services organization. Topics covered inside include:

• The professional services maturity benchmark
• Current market trends and challenges
• How PS leaders perform better
• And more

Professional services: Benchmarks and best practices for scaling success

The role of the CFO is changing – and changing drastically. In fact, according to a recent survey of UK finance leaders, a whopping 78% agree the industry needs a new breed of CFO. To not only survive but thrive in the post-pandemic world, what non-traditional skills do you need to master?

This session delves into the new roles and responsibilities of the modern CFO and offers key insights to help you move forward in this new business reality. Topics covered inside include:

• How and why the CFO must adapt
• The unique CFO personas that have emerged
• Which CFO skills are proving most important
• And more

The new skillset of the modern CFO

Changing markets and shifting priorities are highlighting the hazards of a disparate and fragmented approach to finance operations. What are the obstacles to achieving finance success today – and what’s the best way to move forward?

This session explores the trends driving change in the finance space and offers an actionable roadmap to enhance your finance strategy. Topics covered inside include:

• Answers to top FAQs in the finance world today
• Why CFOs and finance team are the instigators of digital transformation
• Practical tips to streamline your finance operations
• And more

Financial services: A practical guide to tackling top finance challenges

Today’s finance leaders are finding that their responsibilities have increased across additional areas of their business – and new kinds of leadership are required in order to thrive in this brave new world of business complexity.

This session discusses the results of a survey of 1900 finance leaders regarding the new skillset and emerging technologies that are proving to be prerequisites for success today. Inside, learn more about:

• How CFO priorities are shifting amidst new challenges and opportunities
• CFO disruption through the lens of SaaS and technology organizations
• Non-traditional skills proving essential for senior decision-makers
• And more

Survey results: The finance leader’s role evolves in an unexpected way

In this webinar join Marvin  Fletcher Rogers who will take  you through what to expect from series B funding and the 5 key  steps that are needed to scale your SaaS business: Automate quote to cash, adopt a continuous close, define a single source of truth, raise your reporting game, tailor your billing

What to expect beyond series B funding

When thinking about about Scalability, the first things that come to our mind are a large userbase, few million requests per second, huge volumes of data, and so on.
 
This webinar delves deep into what your SaaS business should accomplish in each investment stage along your B2B growth journey and in addition to this, also highlights the 5 key considerations when scaling your business.
These consist of:
Streamline the GTM (quote-to-cash) operations
Determine a single (subscription) source of truth
Know your customer (tailor the billing model) 
Adopt a continuous (financial) close
Raise your reporting (and forecasting) game

5 Considerations to help scale your  SaaS business

Nonprofit finance transformation sounds ‘techy’ but it isn’t actually about technology. It’s really about decision-making, insights and gut instinct.

It’s about using the data that technology provides to help your organisation make the right decisions to achieve the greatest impact. And to maximise that impact, you need the ability to see what’s happening across your organisation in real-time, in terms of both financial performance and outcomes. 

Join us, as we discuss why it’s critical for nonprofit finance teams to embrace technology and digital transformation so they can become more strategic in their analysis, planning and decision-making.


Join our host and panel of experts as they discuss: 

The key challenges ahead for finance charity teams in 2022
How to stay lean and efficient with automated workflows
How to overcome the frustrations of manual reporting
Why real-time visibility is essential for strategic decision making

How to make Non Profit finance transformation stress-free and impactful

The recent dramatic surge in the cost of living means more people are asking charities for help and support, while at the same time the number of donations to good causes is declining as people are hit by the cost of living crisis.

According to the Charities Aid Foundation (CAF), almost five million fewer people gave money to charity in the first four months of 2022. At the same time, high inflation is devaluing existing monthly donations which may have been set 
up several years ago. All of this, combined with increased business costs, means not-for-profit financial leaders need to make their operations more streamlined and efficient to keep the cash flowing and become more resilient. 

In this Webinar we explore: 

What are the biggest operational challenges facing non-profit finance leaders and teams?
How can streamlining financial operations help leaders to increase organisational efficiency and save money?
What impact can demonstrating your ‘mission impact’ have on your charity’s success?  
How have charities transformed by becoming more data-driven? How does reliable real-time data help to show how charities are performing and where income gaps lie?
How can leaders take action to increase or maximise their income? 
How will the role of the not-for-profit finance leader continue to evolve through digitalisation?

How to steer your charity through the cost of living crisis

Along with Charity Times, Sage, conducted a brief survey to assess the trends and challenges experienced by charity finance teams as they navigate this period of uncertainty.

Join Lauren Weymouth, Editor, Charity Times, and Hobby Dean, Solution Consultant, Sage Intacct as they discuss:

How other charities’ income has changed since the pandemic
A forecast for income increases and decreases in 2023
An overview of the tool’s charities are using for better financial management
How other charities measure and share impact
How funding sources have changed, and which funding sources are on the rise
Changes in charities’ donor base since the pandemic.

Not for Profit Lunch and Learn

Having trouble selecting your finance system??

In this webinar Grant Gevers and Dave Weller took a look at what chat GPT highlighted to be the boundaries and the must haves for charity's when searching for a new finance system and they also spoke to a Intacct customer about how her switch from Xero to Intacct was. Hosted By Kristina Kopic from the ICAEW.

ICAEW x Sage: Selecting a finance system to suit your charity's needs

Nonprofit

Financial Planning

finance system

Charity

accounting

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ICAEW x Sage: Selecting a finance system to suit your charity's needs

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