How Nonprofit Organizations Improve Operational Efficiencies through an ERP Banking Integration
Overview
An ERP is one of the most useful and critical systems that many non-profit organizations use today. Setting up an ERP to exchange data with a bank can greatly improve business processes within a Treasury, Accounts Payable, Accounts Receivable, and Payroll team.
This in person session will highlight the benefits to integrating your ERP with your bank which range from business process improvement, enhanced security and encryption, and increased Straight Through Processing (STP). We will review examples of data that you can exchange with ERP integrations.
In this session, you will learn:
- The different data exchanges between ERP and banks
- Discuss the benefits of integrating your ERP with your bank
- Review examples of how popular cloud based ERP integrate with banks
- Outline the different data exchanges between ERP and banks
Presenters
Buu-Linh Tran, Vice President – Financial Solutions, Marcum Technology
Mohammad Hourani, Manager – Financial Solutions, Marcum Technology
Thor Perplies, Director, Citi Commercial Bank
Agenda
- 9:00 AM – Breakfast & Networking
- 10:00 AM – Program
*Disclaimer: The views and opinions expressed at this Event are those of the individual speakers and do not necessarily reflect those of Citibank, N.A
CPE CREDITS
| Program Description | How Nonprofit Organizations Improve Operational Efficiencies through an ERP Banking Integration |
| Important Notice Regarding CPE: | |
| Learning Objectives |
At the end of this course, the attendee will be able to learn:
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| Instruction Delivery Method | Group Live |
| Recommended CPE Credit | 1 Credit To receive CPE credit, attendees should ensure that they sign in and out on the provided attendance forms, including an email address so that certificates can be sent after attendance is processed. |
| 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. |
