Future in Focus 2026
Excel Your Budgeting, Close, and Audit Readiness for Nonprofits
F R E E V I R T U A L C O N F E R E N C E
Designed for non-profit finance leaders. Unlock the full capability of Excel for nonprofit budgeting, close, and audit readiness in one focused, CPE eligible day.
Can’t make it live?
F R E E V I R T U A L C O N F E R E N C E
Designed for non-profit finance leaders. Unlock the full capability of Excel for nonprofit budgeting, close, and audit readiness in one focused, CPE eligible day.
Can’t make it live?
Every registrant receives full access to session recordings and materials.
Write your awesome label here.
2-hour Live Workshop
with Carl Seidman
CFO perspective
with Rob Caluori
ERP-specific Breakout Sessions
2 hours
CPE Credits
5 CPE credits available
Why Attend?
Strengthen the Excel skills your team already relies on
Improve budgeting, close, and audit workflows
See ERP specific applications relevant to your system
Walk away with techniques you can implement immediately
Can’t make it live?
Can’t make it live?
Every registrant receives full access to session recordings and materials.
2-hour Live Workshop
Presented by: Carl Seidman, CSP, CPA, Seidman Financial
A hands-on, product neutral workshop focused on modern Excel in the context of nonprofit finance - explores advanced Excel capabilities that support stronger budgeting, reporting, and audit readiness across grant driven and multi entity environments.
A nonprofit CFO Perspective
Hear from a nonprofit CFO about evolving budgeting, close, and audit processes in a connected finance environment.
Examines how Excel and ERP data work together in practice, highlighting operational changes that improved visibility, strengthened controls, and streamlined reporting workflows.
ERP-specific Breakout Sessions
Choose the sessions aligned to your ERP, with dedicated separate tracks for Sage Intacct, Microsoft Dynamics 365 Business Central, and Acumatica.
Session 1: Budgeting and Forecasting
Session 2: Close and Audit Readiness
Session 1: Budgeting and Forecasting
Session 2: Close and Audit Readiness
Additional Featured Speakers
Jim Norton, CPA, Senior Product Manager | Velixo
Sharon Yun Chen, Manager | NCheng LLP
Gabrielle Popack-Singh, CPA, Senior Manager | NCheng LLP
Teague Sanders, ERP Data Analyst | Velixo
Aaron Soloman, ERP Data & Reporting Analyst | Velixo
Pooria Forootan, Director of Support & Services | Velixo
Sharon Yun Chen, Manager | NCheng LLP
Gabrielle Popack-Singh, CPA, Senior Manager | NCheng LLP
Teague Sanders, ERP Data Analyst | Velixo
Aaron Soloman, ERP Data & Reporting Analyst | Velixo
Pooria Forootan, Director of Support & Services | Velixo
