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Reply To: How to recruit board members with finance experience?

While we have occasionally recruited CPA’s that is generally difficult since they are so busy with the billable hour expectation. We have successfully recruited business…

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Reply To: CRMs and Donor Platforms – What are your experiences?

Chad: Below is some of the reactions in the chat from our January 30 webinar on individual giving. We’d love to get additional reactions on…

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Reply To: CRMs and Donor Platforms – What are your experiences?

Hi Wade, I just want to say thanks for putting this in the forum. I’ve been checking back periodically and was hoping you would receive…

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Reply To: The Painful Path of QB Desktop to QBO

I’m late to the party but, are these discussions related to QBO Advanced? The demo I went through seem as capable as Desktop. I know…

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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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Reply To: How to recruit board members with finance experience?

Hello Nancy, I was trying to say exactly that but you said it so much better. I agree bankers were the worst.

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Reply To: How to recruit board members with finance experience?

The first thing that you need to do is have a job description for the position. For example do you want your treasurer to actually…

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Reply To: How to recruit board members with finance experience?

I guess my question is what are your expectations of a financial board member? Are you concerned about your finance staff (like minimizing expenses or…

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