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Streamlining Fund & Revenue Management with Salesforce
Follow the Path From Donation to Impact
Managing financial workflows across multiple systems can be time-consuming and complex.
Whether you’re using Salesforce today or exploring better financial management solutions, this hands-on seminar will show you how Fíonta and FinDock can help nonprofits and associations:
✅ Simplify payment processing and reconciliation
✅ Improve fund tracking and compliance
✅ Automate financial reporting and impact measurement
What to Expect
- Expert insights on optimizing financial workflows
- Interactive workshop to map and improve your processes
- Live Q&A with Fíonta and FinDock specialists
Aligning People, Processes, and Platforms
Health-ISAC offers a trusted community for health sector stakeholders to share physical and cyber threat intelligence, best practices, and resources. As the organization grew in reach and complexity, it faced persistent technical challenges and needed to improve staff workflows, member engagement, and event processes.
Health-ISAC partnered with Fíonta to assess and refine its existing Fonteva and Salesforce implementation. The goal was to resolve legacy issues, reduce manual processes, and make better use of the tools already in place.
Optimizing Your Member Portal: Extending Functionality with Web Tools
Beyond Break-Fix: The Strategic Advantage of Managed Services, Part 2
Beyond Break-Fix: The Strategic Advantage of Managed Services, Part 1
Supporting Immigrants Rising Through a Pivotal Transition
Helping a mission-driven organization prepare for independence with a sustainable grants management solution
Immigrants Rising empowers undocumented young people in the United States to achieve educational and career goals through personal, institutional, and policy transformation. In 2024, the organization began transitioning from being a fiscally-sponsored project of Community Initiatives to becoming an independent 501(c)(3) nonprofit.
This transition required Immigrants Rising to build internal systems and processes that its fiscal sponsor had previously managed. One critical area of focus was inbound grant tracking, which had been handled entirely in Excel spreadsheets and now needed to be centralized, reportable, and scalable.