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DTSTART;TZID=America/Los_Angeles:20260610T110000
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UID:246918-1781089200-1781092800@www.dsdinc.com
SUMMARY:The Shrinking Finance Team: How to Do More With Fewer People
DESCRIPTION:Where lean teams lose hours\, what to automate first\, and how to redesign month-end to scale down with you. Hosted by former Controller & CFO\, Jim Norton\, CPA \nCan’t make it live?\nEvery registrant receives full access to session recordings and materials. \nYour team got smaller. The work didn’t.\nHeadcount is down but expectations aren’t. Closes need to land on time\, forecasts need to be sharper than ever\, and the business is asking finance for more strategic input. \nIf you’re wondering how to keep delivering at the same standard with fewer people on the bench\, you’re not alone. Based on conversations with finance leaders across Acumatica\, Sage Intacct\, and Business Central\, the shrinking finance team is the defining challenge of 2026\, and most playbooks haven’t caught up. \nThis session is built for the leaders who have to figure it out anyway. \n\n\n\n\nWhat We’ll Cover in 60 Minutes:\n\nWhere lean teams lose hours – and which losses compound\nThe three workflows worth automating first\nHow to redesign month-end close so it scales down with your headcount instead of breaking under it\nProtecting controls and audit-readiness when fewer hands are on the data\nA maturity framework to benchmark where your team is and where to invest next\n\n\n\nWho Should Attend:\n\nCFOs navigating headcount pressure without sacrificing output\nControllers redesigning the close for a smaller team\nFP&A and accounting leaders looking to automate the right things first\nAnyone in finance whose job has quietly doubled in the last 12 months\n\n\n\n\n\nYour Host:\nJim Norton is a licensed CPA and former Controller and CFO who brings real-world finance leadership context to accounting technology. He began his career in public accounting performing nonprofit audits and Form 990 engagements\, then moved into leadership roles where he owned month-end close\, budgeting\, audit readiness\, and board reporting. Today\, as a Senior Product Manager at Velixo\, he applies that real-life perspective to help finance teams improve accuracy\, efficiency\, and confidence in their numbers.  \nFree for every registrant: The Lean Finance Self-Assessment + Guide\nAfter the webinar\, we’ll send you our Lean Finance Self-Assessment\, a 10-minute diagnostic that pinpoints exactly where your team is leaking capacity. It’s paired with a companion guide that maps each finding to a specific\, practical fix. Use it to turn what you learned into a plan you can act on this quarter. \nEvent Date & Time:\nJune 10\, 2026 | 2:00PM – 3:00 PM (ET)\, Zoom
URL:https://www.dsdinc.com/event/the-shrinking-finance-team-how-to-do-more-with-fewer-people/
CATEGORIES:Acumatica,Sage Intacct
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DTSTART;TZID=America/Los_Angeles:20260624T100000
DTEND;TZID=America/Los_Angeles:20260624T130000
DTSTAMP:20260525T020623
CREATED:20260507T210759Z
LAST-MODIFIED:20260507T210759Z
UID:246769-1782295200-1782306000@www.dsdinc.com
SUMMARY:Five Ways Foundations Can Manage Endowments And Measure Impact
DESCRIPTION:Five Ways Foundations Can Manage Endowments And Measure Impact\n\n\nGain valuable insights\, connect with industry experts\, and take your knowledge to the next level.\n\n\nFoundations require long-term financial planning that balances grantmaking goals with sustainability. Successful foundations plan multi-year budgets\, manage endowments\, and align financial planning with mission impact. Attend this webinar to learn best practices for forecasting\, reporting\, and board communication. \nLearning Objectives: \n\n\nBuild multi-year budgets aligned with grantmaking strategies \n\n\nForecast endowment income and spending scenarios \n\n\nImprove financial reporting for boards and stakeholders \n\n\nConnect financial planning to long-term mission impact \n\n\nReserve Your Spot Today! \nDon’t miss out on this opportunity to create a budget that’s built to support your foundation’s future.
URL:https://www.dsdinc.com/event/five-ways-foundations-can-manage-endowments-and-measure-impact/
CATEGORIES:Acumatica,Sage 100,Sage 300
ATTACH;FMTTYPE=image/png:https://www.dsdinc.com/wp-content/uploads/2026/05/Five-Ways-Foundations-Can-Manage-Endowments-And-Measure-Impact-e1778187808145.png
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