Webinar | Financial Reporting and Reconciliation with Fonteva

1 hour

Let’s face it: finance is a mystery to many association professionals. And often when implementing a new Association Management System (AMS), the primary focus is on getting memberships into the system – meaning that the finance team gets left out of the loop.

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So, this session is for all the finance team reps who need to know how to get the necessary data from Fonteva to do their jobs. Join Katie Jones, senior Fonteva consultant at Fíonta, for an overview of how Fonteva can make your job as an association finance team member easier.

What You’ll Learn:

Understanding the Fonteva data model and key objects
The power of Fonteva’s financial reporting right out of the box
How to structure your monthly reconciliation process based on that reporting

Presenters

speaker

Katie Jones
Senior Salesforce Consultant,
Fíonta

speaker

Erin Lemons
Senior Director of Marketing,
Fonteva & Protech