Getting meaningful insights from your finance systems without breaking the bank

Best practice webinar for not-for-profits

Not-for-profits (NFPs) often have limited resources for improving back-office functions….

….and that means it can be a real challenge for NFPs to gain the financial insights and monitoring needed to deliver their objectives to a wide stakeholder group in the best possible way.

In this webinar, Grant Thornton NZ will share some of their learnings and practical advice around improving the outputs of your finance system.
What we will cover
The webinar is co-hosted by ApprovalMax and Grant Thornton New Zealand.
  • The three elements of any successful finance system or improvement project
  • An overview of the components of the finance function in NFPs
  • Some common pressure points in NFP finance and reporting systems
  • Examples of solutions to address such pressure points

  • Example software stacks
    we have seen in use
  • Case studies with clients that have applied the above approach

Our speakers

Barry Baker

Partner, Business Advisory Services, Grant Thornton NZ

Barry has worked in the Not for Profit industry for a number of years and has developed a huge passion for the sector. He works with a diverse range of Not for Profit organisations, advising on many areas including strategy, governance and financial management.

Having relationships with regulatory bodies, donor organisations and social enterprises also gives him first-hand knowledge of what is coming over the horizon; this means his clients are kept up to date with key industry developments.

Barry leads many sector initiatives for Grant Thornton including presenting at seminars designed to build capability and capacity, chairing forums for Chief Executives of large Not for Profit organisations, and he is a co-author of Grant Thornton’s Not for Profit biannual report, a valuable piece of research in the sector.

When he isn’t working with Not for Profit organisations, Barry is focused on providing advisory services to medical and private services professionals.

Jadene Waddell

Senior Accountant, Business Advisory Services, Grant Thornton

Jadene has 5 years’ experience providing accounting services and assistance to a wide range of clients, both in the for-purpose and commercial sectors. These services include outsourced finance services (such as payroll and creditor payments), periodic management reporting along with month end reconciliation processes and preparation of year-end financial reports through to Excel models and forecasting.

Jadene enjoys working with clients to understand their organisation in order to identify opportunities to develop and implement process improvements and related controls.

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About ApprovalMax

ApprovalMax is the #1 tool to get your bills and expenses approved and paid on time. It integrates seamlessly with Xero and Quickbooks Online and replaces the need for paper and email approvals.

About Grant Thornton New Zealand

Grant Thornton is one of the world's leading organisations of independent assurance, tax and advisory firms. These firms help dynamic organisations unlock their potential for growth by providing meaningful, forward-looking advice. Grant Thornton New Zealand has more than 250 people working in offices in Auckland, Wellington and Christchurch. They combine service breadth, depth of expertise and industry insight with an approachable “client first” mindset and a broad commercial perspective.