Nonprofit financial systems: Trends, automation & best practices for optimization

Nonprofit organizations operate in complex financial landscape, managing accounting, expense tracking, payroll, and donor contributions while striving to maximize their mission-driven impact. This course examines the latest trends in nonprofit financial systems and how automation can enhance efficiency, reduce errors, and accelerate financial reporting.

Participants will explore best practices for transitioning from manual processes to technology-driven solutions, improving financial management, and streamlining operations. By leveraging automation, nonprofits can optimize resources, ensure compliance, and focus more on delivering their mission effectively.

Key topics include:

• Identify key financial management challenges specific to nonprofit organizations, including accounting, expense tracking, payroll, and donor management.
• Explain how automation and emerging financial technologies can improve efficiency, reduce errors and enhance financial reporting in nonprofit organizations.
• Apply best practices for transitioning from manual financial management and operational effectiveness.

This session will equip participants with actionable insights and practical strategies to modernize their financial operations, strengthen compliance, and better support their organization’s mission-driven goals.

Course level: Basic
Credit hours: 1.0 (Accounting)