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...
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...
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...
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...
Advancements in mobile, robotics, artificial intelligence (AI), machine learning and cloud computing are changing the fundamentals of doing business in financial services....
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...
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...
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...
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...
Many insurance companies have worked to “de-risk” their businesses recently, developing exclusions around COVID-19, communicable disease, severe weather events,...