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Not-for-Profits operate in an increasingly complex environment—from growing financial pressures and workforce constraints to evolving stakeholder expectations—making it essential to find new ways to work efficiently and effectively. Digital transformation can offer a path to greater efficiency, collaboration, and impact, but adopting technology comes with its own set of challenges. 

This session will explore how not-for-profits can strategically implement digital tools to streamline operations, enhance engagement, and drive mission success. Presenters will discuss best practices for fostering innovation, managing risks, and building a roadmap for transformation that aligns with your organization’s mission—and operational realities. Learn how to take a practical, incremental approach to transformation and walk away with actionable strategies to navigate the digital landscape with confidence. 

Presenters

Julie L Jones, CPA, Managing Director, National Not-For-Profit & Education Leader, CBIZ
Jacquiline Black, Director – Financial Solutions, CBIZ

CPE CREDITS
Program Description Navigating Digital Transformation for Not-for-Profits

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

Learning Objectives

At the end of this webinar, participants will be able to:

  • Examine the financial, talent, and operational demands that drive digital transformation
  • Identify key steps for successfully managing change and aligning technology with organizational goals
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge 
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.