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.

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 

9:00 – 9:30 AM – Registration and Networking Breakfast
9:30 – 10:30 AM – Program

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:

  • Identify key trends and technologies shaping financial management in the nonprofit sector.
  • Compare the benefits and considerations of different liquidity maximization strategies.
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].


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.