Revenue Relationships: Improving Cross-Office Data Flow

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Financial Aid. Tuition. Fees. Auxiliary Programs. Restricted Giving. Unrestricted Giving. Annual Giving. Campaign Appeals. And more... Dollars and cents enter and exit your school, your offices, and your overall budget in myriad ways. How can you set up your team for financial success? What best practices should be in place, and how can you establish and/or modify current practices to achieve greater insights and transparency, while maintaining role-based permissions? Join Blackbaud Principal Solutions Consultant Amanda DeLoy as she reviews how revenue information flows across offices, along with recommendations for improved outcomes.

Learning Objectives:

  • Learn to identify key revenue data points across offices/solutions for a comprehensive understanding of their institution's revenue flow. 
  • Learn to plan for reporting that incorporates the KPIs needed for a variety of reporting requirements.

Pricing

Members: Free
Nonmembers: $105.00

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Credit Information

CPE Credit

Field of Study: Management Services
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0
HRCI Category: Business – Business Leadership

SHRM Credit

SHRM PDC Credit: 1.0
SHRM BoCK: Business Acumen

Presenter

Amanda DeLoy

Amanda DeLoy, MSW

Principal Solutions Consultant

Blackbaud

Amanda DeLoy, MSW, is a principal solutions consultant at Blackbaud with over six years of experience at Blackbaud supporting K-12 education. She’s also a former Blackbaud University instructor and customer support analyst for Raiser’s Edge NXT and Financial Edge NXT. Outside of work, Amanda is an undefeated charity boxer.
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CPE Information
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SHRM Information
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HRCI Information
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