Fund Development expert Kristin Raack demonstrates how going through a thoughtful planning process results in a stronger plan (and a more sustainable organization!). In this on-demand session, she shows you how to conduct an efficient fund development …
As fundraisers, we are usually measured by the amount of money we raise or our number of donors each year–or both. Fundraising is what helps fuel the mission and impact of your nonprofit. Yet, you may feel discouraged by “donor fatigue,&rdq…
BlueShore Financial, a boutique financial institution with a unique vision was well poised for a seamless transition to remote work overnight during the Covid-19 pandemic by going completely digital with; No paper files No file …
Few big companies today still use a manual spend management system to process their accounts payable and other back-office functions but the technology has been through so much innovation in recent years that what constitutes a state of the art system …
Advancements in mobile, robotics, artificial intelligence (AI), machine learning and cloud computing are changing the fundamentals of doing business in financial services. Companies need to better use their data to leverage these innovations to enhance…
Date: Wednesday, July 13 2022 Time: 2pm ET | 11am PT Cost: Complimentary Sponsored by: Walmart Health Virtual Care To have a workforce that achieves its full potential, employers must have a good understanding of mental health and a p…
High-quality, trusted data is key to turning critical challenges in the financial services industry into opportunities for business growth. To extract the most value from the highest-quality data and manage that data effectively for business success, t…
Three things happen right away when you develop an omnichannel credit and lending program that aligns with the new CFPB customer outreach rules and proven personalization strategies: Your customers will pay you before any other lender You lower…
A recent survey reveals 50% of senior finance leaders have made optimizing working capital a top 2022 priority. One dark cloud in that optimization is bad debt risk. Every company has the bandwidth to weather some receivables risk. Even so, nearly 54% …
Many insurance companies have worked to “de-risk” their businesses recently, developing exclusions around COVID-19, communicable disease, severe weather events, wildfires and more. Venturing into the specialty market gives agents access to …
