Overview
Join us for a transformative educational forum designed to propel nonprofit organizations into the forefront of the digital era. This collaborative event will focus on demystifying the journey towards digital financial transformation and uncovering strategies to enhance organizational liquidity.
Topics of Discussion
- Embarking on the Digital Journey: An exploration of innovative financial tools and technologies designed to streamline operations, improve efficiency, and drive growth for your nonprofit.
- Liquidity Unlocked: Discovering innovative ways to boost your nonprofit’s financial agility in today’s tech-driven environment.
- Emerging Technologies: Unveiling the latest digital tools that can revolutionize your nonprofit’s financial management and reporting.
Speakers
Jacquiline Black – Director, Financial Solutions – Marcum Technology
Amanda Adams – Senior Vice President – Truist
Terry Hooks – Treasury Solutions Consultant – Truist
Lindsay Whiteway – Ragheb, CTP, Senior Vice President – Truist
Agenda
9:00 – 9:30 AM – Registration and Networking Breakfast
9:30 – 10:30 AM – Program
Presented with
CPE CREDITS
| Program Description | Mission Possible: Nonprofits in the Age of Digital Finance |
| Important Notice Regarding CPE: | |
| Learning Objectives | At the end of this course, the attendee will be able to:
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| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes. |
| Recommended Field of Study | Computer Software & Applications |
| Prerequisites | None |
| Program Level | Basic |
| Advance Preparation | None |
| Cancellation Policy | You may cancel your registration at any time prior to the event. |
| Complaint Resolution Policy | For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected]’. |
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Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
