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Event Details

Unleashing the power of a multi-dimensional ledger: what this means for charities’ financial management

No Charge
Available
Virtual
All Locations
Charity Finance Professionals
Sep
12
Tue
12:00
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: Join us for an exclusive webinar hosted in association with Sage Intacct. Suitable for charities with a revenue of between £5 million and £500 million
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_O6FlmjblSkSjqxR4e8hgTA
Zoom
Description
Join us for an exclusive webinar hosted in association with Sage Intacct. This webinar is suitable for charities with a revenue of between £5 million and £500 million or between 20 – 1000 employees. 
Book here
  • Description
Date and time Location
12/09/2023 12:00 - 13:00 BST Zoom

Event information

In today's climate, effective financial management requires a holistic approach that encompasses data insights, reporting, security, control vs. costs, and dashboards, helping your charity to achieve greater results. In this webinar Sage Intacct will explain how a multi-dimensional ledger brings all these elements together and share practical tips and key factors that charities need to consider at the planning stage of implementation. 

Gain a deep understanding of how Sage Intacct’s advanced technology reveals hidden patterns and trends, empowering your key stakeholders to make data-driven decisions based on live data with confidence and delivering clear and actionable insights.

Join us as we bring this topic to life with a case study from Pascal Bodemeijer, Bodewell Consulting; she will be providing her thoughts on the multi-dimensional ledgers. 

Key topics

  • Benefits of using a multi-dimension ledger.
  • Practical tips for structuring your ledger.
  • Key considerations at the planning stage of system implementation.
  • Use of in-built system controls for fraud prevention.
  • Engage your stakeholders with tailored dashboards.
  • Enable data-driven decisions by key stakeholders.

CPD hours

ICAEW’s CPD Regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours’ CPD per year, some of which will need to be verifiable. Attending events like this could contribute to one hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.

About the speakers

Dave Weller, Non-Profit, Sage Intacct
Dave worked in senior positions in banks, both in the UK and Asia, before joining Sage Intacct in 2021. Dave works as part of the team dedicated to charity and nonprofits, helping organisations with their digital transformation projects and moving their systems to cloud based solutions.

Hobby Dean, Non-Profit Solution Consultant, Sage Intacct
Having worked in a variety of industries and in many roles, Hobby sees the immense pressure that Charities are under in the current climate where the services they provide are becoming more vital than ever. It is using the right data, in the right format and the right time utilising various technologies, and collaboration that charities may be able to serve more with less.

Pascal Bodemeijer, Finance Management, Bodewell Consulting
Pascal has obtained degrees in Cultural Anthropology and Latin America Studies which lead her to work for a human rights organisation in Central America between 2010 and 2014. There she got involved with the financial management of different projects and upon her return to Europe decided to retrain as a financial account and dedicate herself to the non-profit sector in that capacity. Benefiting from 360° exposure to financial management within the sector, now ACCA qualified and understanding the challenges faced, Pascal is driven by a desire to build strong organisations with systems in place that allow for pro-active implementation of strategies and informed risk-taking.

Costs

RateCost
ICAEW MemberNo Charge
Non-MemberNo Charge

ICAEW members and non-members are welcome to join. 

In partnership with

 

 

Sage Intacct’s non-profit cloud financial management software assists charities, foundations and faith-based businesses to save money as well as improve on operations. Cloud finance software with a mission. Increase efficiency by up to 60% with Sage Intacct cloud finance platform for nonprofits.

FAQs

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Disclaimer

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

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