https://bloomerang.co/resources/webinars/ Sean Hale will share seven of the top lessons from his 20+ years of helping nonprofits work smarter (not harder). This includes how to save thousands of dollars per year, how to engage board and management in finances, and leveraging technology.

1. 7 STEPS TO A
STRONG BACK OFFICE
SEAN HALE CONSULTING

2. AGENDA
1. Hidden Savings
2. Right Tool
3. Time is Money
4. Automation
5. Pandemic Pivot
6. Dashboards
7. Justice, Equity, Diversity,
Inclusion

3. LEGAL DISCLAIMER
The presenter has made every attempt to ensure the accuracy and reliability of
the information provided in this presentation.
The information provided here does not, and is not intended to, constitute
advice; all content and materials are for general information purposes only and
are provided “as is” and without warranty of any kind.
You should engage a professional to obtain advice with respect to any specific
financial or operational matter to ensure it is applicable and appropriate to
your particular situation.

4. TIP #1:
HIDDEN SAVINGS

5. Photo by Sebastian Molinares on Unsplash
THE LAZY
VENDOR

6. RESPONSIVE
VENDOR
Photo by Stefan Fluck on Unsplash

7. TIP #2:
USE THE RIGHT TOOL FOR THE JOB

8. SWISS ARMY KNIFE
Photo by Paul Felberbauer on Unsplash

9. SWISS ARMY KNIFE
Photo by Markus Spiske on Unsplash

10. VERSUS
A WOODWORKING
TOOLKIT
Photo by Andrew Ruiz on Unsplash

11. QUICKBOOKS IS….
A great bookkeeping tool But not a great CRM

12. TIP #3:
TIME IS MONEY

13. TIME IS MONEY
Photo by Veri Ivanova on Unsplash

14. USE TIME WISELY
Photo by Veri Ivanova on Unsplash

15. IS THIS WISE?
Photo by Veri Ivanova on Unsplash

16. OR PENNY WISE
(AND POUND
FOOLISH)
Photo by Veri Ivanova on Unsplash

17. TIP #4:
OUTSOURCING

18. STAYING CURRENT
WITH BEST
PRACTICES
Photo by Michael Walter on Unsplash

19. HOW STAY CURRENT
+ NOT BURN OUT?
Photo by Michael Walter on Unsplash

20. GETTING BACK
ON TRACK
Photo by Michael Walter on Unsplash

21. OUTSOURCING

22. TIP #5:
PANDEMIC PIVOT

23. BURNING MONEY

24. TIP #6:
DASHBOARDS

25. STANDARD
FINANCIAL REPORTS

26. GRAPHICS ENGAGE
THE OTHER 93%

27. GRAPHICS ENGAGE
THE OTHER 93%

28. GRAPHICS ENGAGE
THE OTHER 93%

29. TIP #7:
JUSTICE, EQUITY, DIVERSITY, AND INCLUSION

30. EXPENSE
REIMBURSEMENT
 Mileage
 Travel expenses
 Direct expenses

31. EXPENSE REIMBURSEMENT
Reimbursement
 Employer borrows from employee
 Disadvantages the poor & historically
marginalized
 Creates shame, embarrassment
 Discriminates and excludes
Credit or Debit Cards
 Organization pays its bills directly
 Fair for everyone
 Empowers and shows trust
 Welcomes and engages

32. EXPENSE
REIMBURSEMENT

33. SUMMARY
1. Hidden Savings
2. Right Tool
3. Time is Money
4. Outsourcing
5. Pandemic Pivot
6. Dashboards
7. Justice, Equity, Diversity,
Inclusion
Vendor Review
Swiss Army Knife
Computers + Duct Tape
Jack of All Trades
Renegotiate Rent, Copier
Engage the other 93%
Credit & Debit Cards

34. QUESTIONS & COMMENTS?

35. CAN I HELP YOU?
Sean Hale Consulting
sean@seanhale.org
www.seanhale.org
Hidden savings
Right tool
Save time
Automation
Pandemic pivot
Dashboards
Inclusion, etc.