Financial Cycle: An Internal Look at Financials


Course Description:
Join us for the second of our three-part Financial Cycle webinar series where we will highlight how internal management of financial information can be augmented through the use of technology and financial metrics. While we explore a variety of technology dashboards and other software that support your organization’s mission and available resources, you will also learn the appropriate and effective internal controls your organization can utilize to obtain good data during this pandemic. In addition, we will discuss the appropriate internal reports for all levels of management and departments while providing an overview of understanding and reporting programmatic, administrative and fundraising information.

Learning Objectives: 

  • Discuss internal management of financial information through the use of technology and financial
  • Identify how to obtain good data.
  • Review a variety of technology dashboards and other financial software.
  • Review appropriate internal reports for all levels of management and departments.

Lisa Chaffee, CPA, Partner | Eide Bailly

With over 25 years of experience Lisa serves nonprofit, small business and individual clients through not only compliance work, but also consulting projects. As a client-focused professional, she gets to know her clients and works to meet your goals. 

Dustin Wheeler, CPA, National BOS Senior Manager | Eide Bailly
Dustin specializes in helping clients implement technologies that automate and enhance their accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting. His broad experience in tax, audit and consulting helps him to identify innovative opportunities across service lines through collaboration with the right people.

Jackie Brooks, Outsources Accounting Manager | Eide Bailly
Jackie helps our clients with strategic solutions to reach their goals. She does this by matching clients with new technology specific to their strategic business goals. She provides business leaders with accurate, timely, and easy to understand financial information so leaders can do what they do best: develop their business. Overall, Jackie is known among the team as someone who takes the time to understand her clients’ business, their drivers and processes---really digging deep into what makes an organization tick.

CPE Information
CPE Credit: 1
Field of Study: Finance
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

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Audit & Assurance