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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…
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…
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…
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!
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.
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…
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…
Reply To: How to recruit board members with finance experience?
I incur this issue is a reoccurring problem as a retired CPA specializing in NFPs, I constantly receive calls from very small NFPs. I assist…