Finance and Fundraising: The Best of Friends

Finance and fundraising teams often operate in different worlds — one focused on reconciliation and compliance, the other on stewardship and relationships. But when they collaborate effectively, they become powerful allies in driving impact.

In this session, we’ll explore how charities are using technology to bring these teams into closer alignment. From CRM to finance systems, we’ll share practical examples of how modern tools can reduce friction, improve transparency, and help everyone work together effectively to deliver on the mission.

You’ll hear from Chris Wilson, Nonprofit Solution and Strategy Specialist at TES, who brings over 24 years of experience helping charities make their systems work better for their people. His approach is grounded in real-world insight and a deep understanding of how to turn complexity into clarity.

If you’ve ever thought “there must be a better way,” this session is for you.

Learn how Microsoft Dynamics 365 Business Central (BC) simplifies grant accounting, automates workflows, and transforms financial management for non-profits.
Discover the benefits of cloud-based tools, real-time reporting, budget transparency, and audit readiness. Discover how to scale efficiently with BC's advanced features and TES’s tailored solutions.

Walk away with strategies to enhance compliance, improve efficiency, and build donor trust.