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Finance teams are playing a bigger role in shaping the future of charities. No longer focused solely on reporting and compliance, today’s finance leaders are expected to provide insight, support strategic planning and help organisations make better decisions in an increasingly complex environment.
In this conversation, Adam Sheehan is joined by James Lambert and Nicole Hill to discuss how the role of finance has evolved and why modern finance functions are becoming a key part of organisational decision-making. The discussion explores how finance teams can support fundraising, service delivery, forecasting and long-term planning, while helping leaders understand the financial impact of strategic decisions.
The conversation also looks at how Microsoft Dynamics 365 Business Central is helping charities reduce manual processes, improve visibility and access more timely financial information. Rather than simply recording transactions, finance systems are increasingly providing the foundation for better planning, stronger collaboration and more informed decision-making across the organisation.
Topics covered
- How the role of finance in charities has evolved
- Why finance teams are being asked to provide more strategic insight
- The shift from reporting on the past to helping shape the future
- How Business Central supports modern finance functions
- Why real-time financial visibility is becoming increasingly important
- Supporting fundraising decisions with trusted financial information
- Using finance data to assess investment, affordability and risk
- The role of finance in service delivery and resource allocation
- Forecasting and planning in an uncertain funding environment
- Connecting financial performance with organisational impact
- What a modern, proactive finance team looks like
- How technology can reduce administration and create more time for strategic work
Watch the full conversation to explore how finance teams are becoming strategic partners within charities and helping organisations make more informed decisions for the future.
