Wipfli Upcoming Events

Events to help grow your organization

How Community Action Agencies Are Making a Lasting Impact With Cloud Financials

8/21/2018 1:00 PM - 2:00 PM (ET)

Type: Live Webinar

Industry: Nonprofits

Event Contact:

Name: Brent Neitz

Phone: 571.441.5185


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Your community depends on the services you provide. Don't let your financial solution get in the way of your mission! Join us and discover how we can help you focus on the important areas of achieving your goals and meeting your community needs while providing financial transparency to your program managers.

Do you think your community action agency (CAA) is the only one that struggles with its accounting system? You are not alone! Brent Neitz and Brian Gaumont will share the most common issues CAAs have with their current accounting system and processes and will provide solutions to overcome these challenges. Using a cloud system like Sage Intacct allows organizations:\

  • Reporting and dashboards that provide finance leaders, funders, program managers, and board of directors with actionable data, leveraging financial and nonfinancial KPIs.
  • Access anywhere, anytime, giving teams flexibility and support needed to streamline processes, manage purchase workflows and handle a variety of cost allocation methods.
  • Configurability and scalability: an accounting solution that meets GAAP requirements, allows a multi-segment chart of accounts and gives the ability to add functionality/modules as needed with growth.
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Brent Neitz
Brent Neitz
Senior Manager
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Brian Gaumont
Brian R. Gaumont
Senior Manager
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