MercyFirst's Nonprofit Financial Transformation with BTQ Financial скачать в хорошем качестве

MercyFirst's Nonprofit Financial Transformation with BTQ Financial

See how Mercy First transformed its finance function with BTQ Financial to improve reporting, forecasting, cash flow visibility, and decision-making. This session shares practical lessons for nonprofit leaders on budgeting, audit readiness, restricted funding, and building long-term financial stability. Timestamps: 00:00:00- 00:03:40: Session intro and speaker introductions 00:03:40 - 00:07:16: Why MercyFirst needed a new finance and operations approach 00:07:16 - 00:10:55: Early transformation wins: reporting cadence, audits, and visibility 00:10:55 - 00:13:39: Building trust and budget ownership across the organization 00:13:39 - 00:16:06: The turning point: on-time close and growing staff buy-in 00:16:06 - 00:20:16: Using stronger financials to improve fundraising and stakeholder confidence 00:20:16 - 00:24:11: What real partnership looks like between BTQ and MercyFirst 00:24:11 - 00:27:33: Managing restricted funding, billing, cash flow, and staff reinvestment 00:27:33 - 00:33:19: Scenario planning, uncertainty, and the value of BTQ’s broader expertise 00:33:19 - 00:37:49: Advice for nonprofit leaders: reporting, cash sustainability, and forecasting 00:37:49 - 00:39:20: Final reflections, board trust, and transition to Q&A