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