To Receive CPE Credit

Transcription

1 Outcome Metrics for National Associations November 17, 2015 To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in a group o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & address o All group attendance sheets must be submitted to training@bkd.com within 24 hours of live webinar o Answer attendance checks & polls when they are provided If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar 1

2 Introduction Ricardo de Rojas Senior managing consultant 18+ years of experience Intacct implementation & configuration certified consultant Provides project management, implementation, training & ongoing support services Introduction MaryFrances Pidgeon Focused on helping not-for-profit organizations take advantage of cloud-based financial management 18 years of private & public accounting experience 10+ years of not-for-profit accounting experience Worked with a variety of associations, foundations & faithbased, non-governmental & not-for-profit organizations 2

3 Agenda Cloud computing o Anytime, anywhere on any device o Security & permissions Real-time visibility & transparency o Key outcome metrics o Consolidated reporting capabilities o Role-based, drillable dashboards Flexibility o Multi-entity o Flexible reporting Intacct software demonstration Q&A About BKD, LLP National CPA & advisory firm Approximately 2,400 personnel Approximately 260 partners Approximately 890 CPAs Servings clients for 90+ years 34 offices in 15 states $496 million in revenues 3

4 About BKD Technologies Technology consulting practice of BKD Reseller of enterprise resource planning (ERP) & customer relationship management (CRM) software Strategic IT consulting services 50 employees (throughout BKD footprint) 7 // experience direction Services We Offer Strategic Technology Planning Software Implementation & Support ERP & CRM Cloud Services Managed Services, Training, Hosted & SaaS Offerings Software Development & Integration Services Project Management Services Software Selection Assistance Business Intelligence & Reporting KPI & Dashboard Development & Measurement 4

5 Industry Experience Professional association chapter board member Professional association(s) active member Strategic IT consultant to association & not-for-profit industries Professional system implementer Situation Findings Local association chapters lack good back office accounting systems Excel, QuickBooks & custom legacy systems are not good accounting systems ask your CPA Weak internal controls Manual procedures outside accounting system Limited reporting Inability to integrate accounting system with membership, POS, fund raising, etc. 5

6 Situation Findings Poor vendor support System version out of date Incomplete user security Limited national office accessibility Inability to meet national office data requests in an efficient manner National office doesn t offer an effective solution to local chapters Solution Approach National office offering local chapters a cloud-based solution via subscription Cloud-based solution o Accounting system is hosted by the software publisher on publisher s servers o Local chapter subscribes to software as entity within national office software license o Each chapter entity has its own virtual accounting system (GL, AP, AR, CM, EE, OE, PO) with secured access o National office is just another tenant of software publisher 6

7 Cloud Computing 101 Cloud Computing Benefits 7

8 Cloud Computing Benefits Gain easy access & visibility to information you need instead of spending time creating manual reports o Workshop & event analysis by attendees & revenue stream o Compare costs & revenue by attendee by conference Make decisions in a timely fashion o o Real-time performance cards that display how collection goals compare to actual collections Drill down from online dashboards to detail by event, product, member type & location for additional insight into profitability Cloud Computing Benefits Grow your organization & add more services without adding additional staff in finance Save time in consolidated reporting with a common accounting system available to all chapters & national office anytime & anywhere, from any location Easily & cost effectively integrate with association management applications 8

9 Fastest Growing Provider of cloud financial management solutions to small & medium-sized businesses 95% Industry-leading customer satisfaction & retention Choice of accounting & finance experts worldwide Not-for-Profits & Associations Rely On Intacct 9,000+ Growth Companies Real Value Growing with Intacct 9

10 World-Class Functionality Spanning All Financial Needs General ledger Accounts payable Accounts receivable Cash management Revenue management Global consolidations Multi-currency management Multi-entity accounting Purchasing management Inventory management Order management Integration with Salesforce CRM Project accounting Fund accounting Automated sales tax Time management Expense management Intacct platform: Integrate, customize, extend CSV file up & download XML API web services Development sandbox Multi-dimensional reporting Business analytics Role-based dashboards Budgeting & planning Intacct Product Value Proposition Intacct products focused on one product development platform Quarterly release schedule new releases per year Integrations & customizations with new releases uptime Industry leading rate strategy fits today s buyer endorsement corporate behavior 10

11 Intacct s Association Experience Masons of California Toastmasters International California s State Employee Association Healthcare Business Women s Association Association of Montana Healthcare Providers Missouri State Teachers Association National Institute of Excellence in Teaching International Sign Association And more. Intacct Demonstration 11

12 Deployment Options National Office Only National Office with Chapters as Entities Chapter Only Chapter 1 Chapter 2 Chapter 3 Chapter 4 Next Steps Learn more about BKD at 12

13 Questions Continuing Professional Education (CPE) Credits BKD, 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: The information in BKD webinars is presented by BKD professionals, but applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered in these webinars 13

14 CPE Credit CPE credit may be awarded upon verification of participant attendance For questions, concerns or comments regarding CPE credit, please the BKD Learning & Development Department at Ricardo de Rojas Senior Managing Consultant