Nonprofit Collaborative Budgeting

Ideally, your software should include all the core accounting features and functionality you need, including the ability to easily budget to department and person if necessary. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs reviews system requirements that are proven to save management considerable time. We also demonstrate how efficiencies and collaboration may be achieved without reverting to excel.

Download the full slides from AAFCPAs’ Nonprofit Seminar >>

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About the Authors

Robyn Leet
Robyn brings over 20 years of continuous business process improvement and internal controls experience to AAFCPAs’ diverse clients. From her beginnings as an auditor in public accounting, she learned the fundamentals of business requirements and frameworks. This knowledge was applied to further her impact in her roles as Controller in private, closely-held businesses. These opportunities have bolstered her broad exposure to businesses in multiple stages of growth and with varying levels of needs to validate her insight into the inner workings and requirements of business operations and functions, always looking at the big picture and keeping the client in scope.
Dawn Pantano
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.