February 29, 2024: Managing Expenses and Payments Online

At this week’s NPFM meeting we’ll take a look at online platforms for expense reporting, payables, card management, and reimbursements. A team from CliftonLarsonAllen will give examples of how these functions can be simplified and automated, and will lead a discussion of current ecosystems. The goal is to provide an overview of the landscape, and to stimulate thinking on what will work for your organization. 

Our presenters from CLA are:

Dana Duffy, BizOps Controller. With 20 years of accounting experience working in both private/industry and public sectors, Dana specializes in supporting nonprofit clients, with hands-on experience developing accounting processes, managing financial controls, and helping clients get the most out of business and accounting software, including QBO and Bill.

Tom Pappas, BizOps Chief Financial Officer, focused on nonprofits: associations, human services, community development, religious, and technology groups. Tom is a senior level financial and operations professional with over 38 years of for-profit and non-profit experience. Prior to joining CLA, Tom worked for 9 years with a professional services firm that specialized in supporting nonprofit organizations. Tom has also served as Director of Finance and Administration for a social services non-profit and CFO of a long-standing non-profit preservation society.

Shannon Okey, Senior Technical Consultant, Product Leader for spend management solutions and Xero, with experience leading implementation of QBO, Bill, Tallie, Expensify, Right Networks and Airbase. Shannon has close to 4 years of software consulting experience and takes pride in onboarding and supporting clients with software that will help them button up their processes and run their business smoothly and efficiently.

Presentation Materials