Nonprofit & First Nations Financial Leaders Summit Calgary, Alberta May 7, 2024
Asyma E3
Nonprofit & First Nations Financial Leaders Summit Calgary, Alberta May 7, 2024
Financials Strategy and Digital Transformation for Nonprofit & First Nations Organizations
Financials Strategy and Digital Transformation for Nonprofit & First Nations Organizations
We are excited to be hosting Asyma E3, a free day of learning for non-profit and First Nations financial leaders.
Join us on May 7th from 9 a.m. to 4 p.m. to learn from industry experts how digital transformation is impacting financials in the nonprofit sector. Many nonprofits are overwhelmed trying to manage high workloads with limited resources. Together, we will explore the best tools, strategies, and resources to help you navigate financial complexities within your organization.
Accountants are eligible to claim learning credit by attending. Lunch and refreshments will be provided.
Asyma E3: Nonprofit & First Nations Financial Leaders Summit
Nancy Master is a Principal Nonprofit Industry Marketing Manager at Sage Intacct and is passionate about helping nonprofits achieve mission success. Nancy has more than 15 years of experience in software marketing and close to 20 years of experience working with a human services nonprofit organization.
Jonathon Barnett
Senior Account Executive
Yooz
Jonathon has been an Account Executive with Yooz for the last four years. He has helped numerous businesses streamline and automate their entire AP process dramatically by lowering their invoice processing times and creating a customized and easy-to-use invoice and payment workflow.
Rob Greeno
Partner & Account Manager
Asyma Solutions
As Account Manager and Partner, Rob has been coaching, reviewing, implementing, training, and supporting Asyma customers with their financial operations for over 15 years.
Prabha Virah Sammy
Senior Consultant
Asyma Solutions
Prabha has been with Asyma Solutions since 2006 and is a highly organized project manager, having helped countless organizations with financial system implementations.
Stephanie Kolibaba
Director of Finance
The Family Centre
Stephanie has been with The Family Centre of Northern Alberta for 11 years, an organization that exists to foster healthy families in healthy communities.
Fairlie Anderson
Director of Business Development – Canada
Nectari Softare
Fairlie has had sales roles with corporate and medium-sized businesses for over 25 years. Her last role was at Sage Software Canada for seven years with roles ranging from Customer Account Manager, Customer Succes and the last role being Channel Executive working with Canadian Partners managing their Sage 300 and X3 practices for the Medium Business Unit.
Jasdeep Bhogal
Pre-Sales Engineer
Nectari Softare
Since 2019, he has been working closely with the Nectari Sales team in demonstrating the solution to prospects, carrying out Proof of Concepts and supporting the partner network with the resources they need to be successful. Jasdeep’s role also expands into marketing and communication where he creates technical videos and documentation to disseminate the product information to the stakeholders.
Natalie Anderson
Sr. Nonprofit Industry Marketing Manager
Sage Intacct
Natalie Anderson is a Senior Nonprofit Industry Marketing Manager for Sage Intacct. Natalie has 10 years of experience in software marketing and is passionate about helping nonprofits leverage software to achieve mission success.
Will Kauffman
Community Engagement Manager
Sage Foundation
Will Kauffman is the Community Engagement Manager for Sage Foundation, part of Sage Software, a FTSE 100 Company based in the UK. In this role, Will heads up the Partner Program for Sage Foundation in North America, South Africa and Australia, engaging Sage’s business partners in a wide array of philanthropic activities including volunteerism, fundraising, grantmaking and nonprofit capacity building.
Sue Delesalle
Chief Financial Officer
Trellis Society
Sue Delesalle is the Chief Financial Officer for Trellis Society and holds a CPA designation with 25 years of accounting experience. Her career spans many different disciplines, including an international crop science company, a local Calgary engineering firm, a start-up VOIP phone service provider, entrepreneurial assistance, and economic sector building. In addition, her portfolio experience includes over 15 years of supervising facility/property management and associated renovation/construction projects.
Sue has worked in the non-profit environment for over 15 years with Innovate Calgary, Calgary Technologies and now Trellis Society. She has served on boards for start-ups and in the corporate sector, bringing a strength in fiscal responsibility and governance. As Chief Financial Officer, Sue provides expertise in strategic endeavors and initiatives.
Natalie Anderson
Sr. Nonprofit Industry Marketing Manager
Sage Intacct
Natalie Anderson is a Senior Nonprofit Industry Marketing Manager for Sage Intacct. Natalie has 10 years of experience in software marketing and is passionate about helping nonprofits leverage software to achieve mission success.
Will Kauffman
Community Engagement Manager
Sage Foundation
Will Kauffman is the Community Engagement Manager for Sage Foundation, part of Sage Software, a FTSE 100 Company based in the UK. In this role, Will heads up the Partner Program for Sage Foundation in North America, South Africa and Australia, engaging Sage’s business partners in a wide array of philanthropic activities including volunteerism, fundraising, grantmaking and nonprofit capacity building.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Asyma E3 2023 at River Cree Resort in Edmonton, AB.
Agenda
9:00 a.m.
Welcome & Registration
9:30 a.m.
Opening Message
Rob Greeno, Asyma Solutions Ltd.
9:45 a.m.
Digital Finance Transformation Best Practices for Nonprofits and First Nations
Nancy Master, Sage
10:30 a.m.
A Day in the Life of a Digitally Transformed Nonprofit
Stephanie Kolibaba, The Family Centre
11:00 a.m.
How Sage Intacct Streamlines Organizations
Rob Greeno & Prabha Virah Sammy, Asyma Solutions Ltd.
11:30 a.m.
How to Successfully Manage the Digital Transformation of the AP Process
Jonathon Barnett, Yooz
12:00 p.m.
Lunch
12:30 p.m.
Sage Foundation Presentation
Will Kauffman, Sage Foundation
1:00 p.m.
Sage Intacct + Nectari: The Winning Formula for Advanced Reporting
Fairlie Anderson & Jasdeep Bhogal, Nectari Software
1:45 p.m.
Break
2:00 p.m.
Nonprofit & First Nations Financial Leaders Panel
Stephanie Kolibaba, Sue Delesalle, Prabha Virah Sammy, Rob Greeno, Natalie Anderson
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