Webinars & Events
Data-Ready Reporting: Getting More from Your Charity’s Data
Tue, Dec 3rd | 14:00 PM - 14:40 PM GMT | Online event
Join Robin Parkin, CFO & Steve Cordon, Head of Data, AI & Innovation, for a practical webinar exploring how charities can get more value from the data they already hold. Discover how bringing disconnected data together can create clearer reporting, greater confidence in your numbers and better insight for decision-making.
Webinars & Events
Building a Smarter Finance Function
Thur, Nov 26th | 11:00 AM - 11:45 AM GMT | Online event
Join Dan West, Claire Irving & Nicole Hill for a practical webinar exploring how charities can build a smarter finance function. Discover how automation, better data and AI can help reduce manual processes, reclaim valuable capacity and give finance teams more time to focus on decision-making, financial stewardship and strategic value.
Webinars & Events
How Organisations Are Using Dynamics 365 Customer Insights – Journeys
Tue, Dec 1st | 11:00 AM - 11:45 AM GMT | Online event
Join Adam Sheehan, Adam Wall & Claire Irving for a practical webinar exploring real-world experiences of implementing Customer Insights Journeys. Discover what works well, where teams commonly encounter challenges and the lessons learned from delivering Customer Insights across multiple projects, including customer feedback and practical approaches that can help support successful adoption.
Webinars & Events
The Complete Supporter Journey: What Good Looks Like from Fundraising to Finance
Tue, Nov 17th | 14:00 PM - 14:45 PM GMT | Online event
Join Nicole Hill, BC Product Specialist, Adam Sheehan, CRM Consultancy Team Manager & Sam Bates, Customer Success Manager for a practical webinar exploring how connected technology can support the complete supporter journey, from fundraising through to finance. Discover how CRM, finance, data and AI can work together to improve visibility, streamline processes and help charities and non-profits get more from their technology.
Videos
From Finance Reporting to Strategic Decision-Making: The Changing Role of Finance in Charities
11 minutes | Podcast | On demand
Finance teams are playing an increasingly strategic role within charities, helping organisations move beyond reporting and compliance to support better decision-making. In this conversation, Adam Sheehan is joined by James Lambert and Nicole Hill to discuss how modern finance functions are evolving and the role technology is playing in that transformation.
The discussion explores forecasting, fundraising, resource allocation, service delivery and organisational planning, as well as how Microsoft Dynamics 365 Business Central can help charities gain greater visibility, improve financial processes and provide the insight needed to make informed decisions.
