Empowering Nonprofits with QuickBooks Online

Join us for an enriching four-hour live training tailored specifically for the UNA community! Dive deep into the world of QuickBooks Online with “Back to Basics” focus. Familiarize yourself with the platform’s navigation, customization, and nonprofit-specific configurations. Delve into budgeting best practices, automation innovations, and catch a sneak peek into the newest features in QBO, including GenAI. Also, explore the groundbreaking QB Money Suite and understand how it can revolutionize your nonprofit’s financial management.

We’ll review the fundamentals and dive even deeper. Discover how QuickBooks Online can simplify your program and fund accounting, streamline your human capital management, and open doors to powerful tools like QBCapital. Experience firsthand the advanced features designed to optimize capacity, protection, and integration with tools like Excel. To enhance your nonprofit’s operations further, we’ll introduce you to vital apps tailored for donor, fund tracking, CRM, and reporting needs.

This session isn’t just about knowledge; it’s about community. Engage in Q&A sessions, share experiences during breaks, and leave with comprehensive handouts to guide your nonprofit towards financial excellence. Transform your nonprofit’s financial journey. Come learn, engage, and innovate with us!

This training will be recorded and made available to all registered attendees following the session, along with supporting materials and resources.

Please note, this training will provide a detailed overview of the tools, capabilities, and features of the QuickBooks Online software product; this training is not intended to provide education on financial management, accounting processes, or procedures for nonprofits. 

Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, administrative staff, and anyone else who would benefit from learning about QuickBooks Online and how your organization manages its finances.

Dates:
November 1, 2023
10:00 AM to 2:00 PM

Cost:
UNA Member Rate: $50
Not-Yet-Member Rate: $100

Speakers:

Robbie Randall, Sr. Partner Development Manager, Transformation Expert

Robbie Randall is a member of the Intuit® National Accounts team. He has a decade of professional tax and accounting experience and a great passion for helping businesses thrive. Having owned businesses, he understands the heartaches, triumphs, and attention it takes to operate one. In his current role, he consults with Top 100 U.S. accounting firms and enjoys sharing insights he’s collected from some of the most successful cloud-based firms. Connect with Robbie on Twitter or LinkedIn @smbizpro.

Randy Cassen, Professional Services Consultant

Randy Cassen is a Product Consultant of Intuit’s Partner Channel Professional Services team. Specializing in the QuickBooks Online platform, QuickBooks Online Accountant, Online Payroll, and the Intuit Apps ecosystem, Randy provides education and product training to our partners and their customers. He is a Certified QuickBooks ProAdvisor and has over 17 years of experience working for Intuit across multiple products.

Chris Burtschi, Accounting Consultant

Chris Burtschi is a recent college graduate from Adams State University where he received his Bachelors in Accounting with a minor in Economics. He has been with the FORVIS team since May of 2023 and has a passion for helping nonprofits.

 Evan Sheehan, Senior Consultant II / Nonprofit Advisory Services

Evan is a member of FORVIS’ Nonprofit Advisory Services team. For over 7 years, Evan has provided a range of accounting services working both within and on behalf of nonprofit and public sector organizations. He, now, passionately serves each client in response to individual and dynamic accountancy needs or goals of the organization.

His accumulated experiences and expertise exist within outsourced accounting and oversight roles, audit and budget preparation, system utilization and implementation, operational and compliance assessment, policy and procedure development, grants management, and complex external reporting. He maintains an opportunistic eye for identifying areas for improvement, introducing best practices, and developing the technical skills of organizational staff.

Kristel Price, Senior Managing Consultant

Kristel is a Senior Managing Consultant with FORVIS in Salt Lake City.  She has 20+ years of outsourced accounting services helping small and large businesses to develop, oversee, and manage their accounting. She enjoys learning about each business while teaching business owners and their teams to organize, understand, and learn accounting procedures and processes while providing the best services possible. She is a Certified QBO ProAdvisor with Advanced and Payroll certifications.

Intuit is the global technology platform that helps consumers and small businesses overcome their most important financial challenges. Intuit believes everyone should have the opportunity to prosper and we never stop working to find new innovative ways to make that possible.

This event is brought to you by Forvis. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS will offer comprehensive assurance, tax, advisory, and wealth management services. Learn more about FORVIS.