This wokshop has been cancelled with input from those registered regarding a data permissions issues— access to the data to be used for the live demonstrations was denied.
A number of nonprofits use QuickBooks or Quicken to manage their finances. This also means producing reports for their board of directors. Unfortunately, many nonprofits provide boards reports that don't allow them to do their job well. QuickBooks data should be used as business intelligence data that is a springboard board members and executive staff to make better decisions.
Effective nonprofit boards should be visionary in nature while complying with fidicary responsibilities and ethical principles. Providing them business intelligence and high-level financial reports will allow them to focus on strategic planning and forecasting, and keep them from falling into the trap of reviewing the minutia of day-to-day operations.
This workshop will help you and your staff to prepare board reports from QuickBooks that focus on the board's need to analyze budgets, identify financial weaknesses, and make strategic plans around your organization's financial needs.