Wade_Rogers_Forum_Moderator
Forum Replies Created
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Wade_Rogers_Forum_Moderator
MemberFebruary 15, 2024 at 8:00 am in reply to: How to recruit board members with finance experience?Thanks everyone for your insightful responses. Please continue to visit our forums to keep this and other great discussions going!
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Wade_Rogers_Forum_Moderator
MemberFebruary 7, 2024 at 7:46 am in reply to: How to recruit board members with finance experience?Hi Rick.. thanks for reaching out to our forum! This is a question I receive quite often and I have to say it’s no easy task since you are looking for folks with a specific area of expertise who are also interested in (hopefully passionate about!) the organization’s mission. You would want to start with the networks surrounding your fellow board members as well as your constituents. I have found that identifying finance professionals simply because of their profession isn’t always the best tactic unless you can really pique their interest in the mission. Also, there are many community-based programs that help match interested board candidates to organizations. BoardSource has a helpful listing here: https://boardsource.org/fundamental-topics-of-nonprofit-board-service/composition-recruitment/board-recruitment/board-posting-matching/
Good luck with your search! I’m looking forward to hearing from others in the community.
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Wade_Rogers_Forum_Moderator
MemberJanuary 12, 2024 at 6:59 am in reply to: The Painful Path of QB Desktop to QBOHi Mary Ellen
I feel your pain as well! While QBO certainly solved connectivity issues for so many organizations that went remote in 2020 a lot of folks are having the same reaction as you are. I really like Desktop payroll for its ability to allocate costs between classes and customers which eases our task of not only functional allocations but also allocation to grants. The enhancements certainly seem few and far between in this area. Hope to hear from others on this and perhaps what they have done to adapt to the change. Thanks for posting!
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Wade_Rogers_Forum_Moderator
MemberApril 11, 2024 at 8:51 am in reply to: Financial Ratios Webinar – Let’s Keep the Discussion Going!Hi Erica…as I work through understanding LUNA and its related calculations I, like you, also encounter these wrinkles and exceptions! My reaction would be to exclude in-kind expense since it is not a cash need and therefore not reliant on LUNA to fund. Any other reactions out there?
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Wade_Rogers_Forum_Moderator
MemberFebruary 5, 2024 at 2:49 pm in reply to: CRMs and Donor Platforms – What are your experiences?Thanks so much for your post, Sage. Great feedback about avoiding the siloing effect! Looking forward to hearing others’ perspectives.