article thumbnail

Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

The Audit Relationship: Then and Now Change management has not historically been an area where nonprofits consulted their auditor. Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles.

article thumbnail

5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial. This enables the vendor to account for everything and map your history to a new and optimized chart of accounts.

Fund 88
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 74
article thumbnail

6 Ways to Harness Your CRM Solution as a Change Management Tool

Connection Cafe

Implementing a CRM solution is opportunity to think boldly about your institution’s future and to chart a new course. Creating a plan to measure errors needs to include a corresponding internal PR plan to help your users successfully acclimate to the process. Harnessing your CRM solution as a change-management tool.

article thumbnail

Guest Post by Kira Marchenese: What Happened When We Introduced 350 Staff to Social Media

Beth's Blog: How Nonprofits Can Use Social Media

This was really important – hearing colleagues talk about their posts being read by EPA officials or members of international negotiating teams made the point in a way no consultant could. Breaking up into small tables worked – I saw table after table of people leaning in, standing up, gathered around flip charts.

article thumbnail

Think Big (but Start Small) with Nonprofit Innovation

sgEngage

Hecht said innovative organizations start specifically with the business result or ideal mission impact and then chart their path to the outcome by working through the details: What is the experience my donor is having? Maybe you want to make internal processes, such as reporting, easier for your team.

article thumbnail

Shifts in Nonprofit Finance: Looking Back at 30 Years of Evolving Technology

sgEngage

It was clear from the conversation that managing change requires more than new hardware and software. In order to best serve the needs of your organization, nonprofit financial leaders must think through how they can empower intentional change management in their people and processes as well as technology.