People, Processes and Technology, the Three-Legged Stool: AAFCPAs to Lead MNN Educational Workshop

Posted on September 24, 2018July 21, 2021

AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a timely, educational workshop at the Massachusetts Nonprofit Network’s 2018 Annual Conference in Framingham, MA on October 10^th on the topic of right-sizing the modern finance function.
Nonprofit finance departments are often juggling the day-to-day accounting and bookkeeping responsibilities alongside more complex and time consuming tasks, such as: HR-related activities; maintaining compliance; optimizing revenue; mergers & collaborations; data & cyber security; managing the IT investment decision-making process; business process improvements; implementing new accounting standards; and staying ahead of industry benchmarks. This diversity requires constant evaluation of situational or cyclical resource needs, workforce aptitudes & synergies, as well as consideration of technological and outsourced options, and economic and funding changes.
People, Processes, and IT Systems are a three-legged stool, that when optimized in an interconnected ongoing effort, can effectively address evolving organizational needs. In this interactive workshop, Janice and Dawn will share practical best practices proven to improve business performance, drive revenue, control costs, and reduce risk. Learn more about this session to be presented live at one of the largest gatherings of nonprofit professionals in the state. >>

About Janice O’Reilly, CPA, CGMA, Partner in the Consulting Division of AAFCPAs and leader of the Managed Accounting Solutions (MAS) practice

Janice has over 30 years of proven experience as a successful finance and business professional. She has held the roles of CFO, President, COO, Partner, and was formerly a public company CFO. Janice provides right-size, outsourced accounting solutions, that range from cloud-based bookkeeping to high level CFO deliverables designed to optimize the modern finance function. She is a charismatic leader and collaborative senior finance and business executive with an entrepreneurial approach to problem solving, and extensive global operating experience. Learn more about Janice. >>

About Dawn Pantano, CPA, CITP, Advisor in the Business Performance, Internal Controls & IT Advisory practice of AAFCPAs

Dawn is a Certified Public Accountant (CPA), and a Certified Information Technology Professional (CITP®) with a breadth of business and technology experience, including: Technology Strategic Planning; IT Architecture; Business Process Enablement; System Development, Acquisition, Implementation and Project Management; Information Systems Management; Systems Security, Reliability, Audit and Control; and IT Governance & Regulation. She skillfully and pragmatically answers the question “What do I need most,” so AAFCPAs’ clients may optimize their ROI on technology investments. Learn more about Dawn. >>

About the Authors

Janice O’Reilly, CPA, CGMA

Janice is a Partner in the Consulting Division of AAFCPAs and advisor and former leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function. Public, privately-held, and nonprofit organizations value the pragmatic assessment, infrastructure set-up, and flawless execution of their accounting & finance deliverables—all completed with the resources and technical expertise of AAFCPAs’ full-service CPA and consulting firm.

Dawn M. Pantano, CPA, CITP

Dawn is ideally suited to help AAFCPAs clients develop, implement and maintain IT systems and processes that improve business performance, drive revenue, control costs, and reduce risk. Dawn specializes in delivering proven technology and business advisory solutions that streamline business processes, and enhance collaboration and information sharing across all functional areas of an organization. She provides strategic guidance on the selection and deployment of key business applications and technologies to meet corporate objectives, and drive productivity. She skillfully and pragmatically answers the question “What do I need most,” so clients may optimize their ROI on technology investments.