Past webinars

Substantially greater efficiency is needed under the NDIS, and this can be a barrier to many disability organisations delivering on their core values.  CUSP Services has experience in helping service providers with back office systems and the challenge of transitioning to the NDIS.  The solution we have implemented covers: Integrated CRM with NDIS customised workflows, dashboards and reporting NDIA Portal support (service bookings and claims) Workforce management (scheduling) Functionality to support a highly mobile workforce (clocking, leave/availability mgt, tasks, case noting) HR and payroll services to come In the process of establishing CUSP services, we completed a deep dive on the requirements for service providers.  We created selection criteria and assessed the market.  This included the negotiation with the vendors.  We have successfully transitioned a number of times and built the associated business processes. We identified the associated team members, skills and the mix of capability needed.  We setup the solution and proved it at scale.  And made plenty of mistakes and learned lessons all along the way Course Outcomes: What will you have at the end of the webinar? By the end of the webinar your organisation will have: An understanding of the criteria used in assessing backoffice software solutions.   A working knowledge of transition risks and considerations Who is the webinar suitable for? Meeting the efficiency challenges in the NDIS is suitable for not for profit and community organisations considering back office software solutions and the associated transition work.  Can't attend the live webinar? Register anyway and we will send you the recording within 2 business days after the webinar! About the Presenters Rod Paine Rod has extensive program management and transformation experience.  He ran the Complex Systems Integration practice as well as the cloud and emerging technology practice for IBM and has extensive experience with NDS, service providers, vendors, DHS and the NDIA.  He has spent 4 years working in the NDIS space, including a number of successful transitions of service providers in the disability and mental health space.    Josh Goodwin Josh has worked as an Executive Manager in the NFP space and has extensive Program and Project Management qualifications and experience. He was responsible for the development and expansion of Connecting Up’s major Discount Programs. He is adept at transforming ideas in to marketable and sustainable enterprises both domestically and across Europe. Josh has over 10 years’ experience delivering high quality solutions to a multitude of stakeholders in the NFP space. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Learn how a simple Business Intelligence tool can help you with making more informed decisions regarding transparency, planning, grant application and sustainability for managing your workforce. What topics are covered in the webinar? What is Business Intelligence? How does BI apply to NFP's? Real world success story A Business Intelligence solution for NFP's Demo Q & A Course Outcomes: What will you have at the end of the Webinar? By the end of the webinar you will have: A basic understanding of what Business Intelligence is How business intelligence can be used to benefit NFP organisations The best ways to overcome 4 pinnacle organisational issues NFP’s have-transparency, planning, grant application and sustainability. Audience Who is the webinar suitable for? The webinar is suitable for not for profit and community organisations planning to improve their understanding of how business intelligence tools can improve their organisation using Tableau software. Decision makers or key opinion leaders who have an influence in organisational change Who are likely to have more than 50 users About the Facilitator: Olivia Macolino Olivia has 6 years of experience helping organisations develop strategies for organisational improvement in a variety of industries including medical, education and technology. Olivia is a people person and has developed exceptional skills building and sustaining relationships throughout her work history. Olivia’s passion for helping others has lead her to assist DataSpark Analytics to focus on helping the NFP sector improve their technology capabilities. Lindsay Whitbread Lindsay brings 18 years of IT professional experience. During this time he has developed significant skills around the development and introduction of technology solutions that directly provide business benefit. Lindsays main focus is on helping businesses to use technology effectively - whether that be cost optimisation, technology agility or the implementation of systems to improve levels of service and productivity. Recently Lindsay developed a BI solution for a Not For Profit organisation and felt that it could also benefit others in the NFP sector, he’s currently implementing this solution for their organisational success. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Delivery & Length: This live webinar consists of 1 session running for 1 hour. Each webinar will include a comprehensive presentation and group discussion/Q&A. The slides, video recordings and any templates applicable will be available after each session. Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented. Course Information:

Download slides here Microsoft Office 365 in the Cloud offers many not-for-profits significant benefits. This presentation gives an overview of the features of Office 365, explores the benefits other organisations have gained from making the move to the Cloud and identify factors that organisations should consider when planning the move to Office 365. In this webinar, you will learn:

This webinar will give you tips on preparing your budgets for the next financial year. There will be some information for those of you still using spreadsheets (Including best practices on how to avoid common errors) but also some advice on how to save time with a tool like Calxa. Budgeting can be a time-consuming process so we'll discuss ways to speed it up with quick draft budgets, guidance on when a spreadsheet is the best tool and when it's not, and then how to involve more of your team in the budget process - to spread the workload and to give them ownership. By the end of this webinar your organisation will have: By the end of this webinar your organisation will have: A clear strategy to avoid the pitfalls of spreadsheets in budgeting - while using them when they work best Tips on how to start the budget process, reports to keep the stakeholders informed and how to safeguard the final result. Audience Budgeting Tips for Not-for-Profits is suitable for: NFP finance staff preparing next year's budgets Managers looking to save time with budgeting Users of MYOB, Xero or QuickBooks Online About the Presenter: Mick Devine Mick is a CPA and CEO of Calxa Australia. He has been involved in accounting systems for Not-for-Profits since before the implementation of GST in Australia and has spent most of the past 20 years designing and developing tools to take time out of the budgeting and reporting process. His award-winning Calxa application is available as a donation through Connecting Up/TechSoup New Zealand Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Download slides here There is a growing need for non-profit organisations to ensure that they are effectively managing their data to demonstrate the impact of their work. Having access to insights and business intelligence using internal and external data sources ensures you can make informed decisions on service provision as well as positioning yourself for funding opportunities. In addition,  as the government and philanthropic funding environment becomes more competitive, PowerBI will help you to provide more evidence on how funds are allocated, and to showcase empirically, how those funds have improved the lives of those who have been recipients. 

Join Connecting Up and Mel Kettle for this special interactive webinar where you will get the chance to speak to Mel live around the topic of how to convert your donors/customers to brand ambassadors for your organisation. In our fast-paced society, it is often the little things that slip by. Saying thank you is often the first to go. There is evidence to show gratitude is good for our physical and mental wellbeing (thereby reducing sick leave and presentism at work), but it is also good for repeat business. Mel shares simple and practical strategies to thank your donors, customers and suppliers so that they will say thank-you back in the form of repeat donations and business.

The session will primarily focus on AASB 15 Revenue from contracts with customers and AASB 1058 Income of Not-for-Profit Entities and, the new accounting standards which have become effective from 1 January 2019. These standards represent significant changes to income and revenue recognition by NFP organisations. What is not included in the program? The course will only interpret the standards in ‘layman’s term’. It would not teach how to prepare financial records and reporting. Course Outcomes: By the end of this webinar your organisation will have: An awareness of the accounting standards which have been revamped, A general understanding of the reporting requirements expected under these revised standards, and An appreciation of why it is important to adopt the changes in the accounting standards. Audience What to expect from the new not-for-profit (NFP) accounting standards is suitable for: All reporting NFP organisations NFP organisations, irrespective of size, which publishes some form of financial information to their stakeholders NFPs with an interest in financial reporting and disclosures. About the Presenter: Dr. Ushi Ghoorah Ushi Ghoorah is an Associate Lecturer at Western Sydney University’s School of Business. Ushi researches disclosures in the NFP space and specializes in the financial disclosures, governance and accountability of NFP organisations. She has a PhD which examined ‘Factors influencing the extent of accounting disclosures made in the annual reports of publicly reporting Australian not-for-profit organisations’. Her current research projects include exploring people’s perceptions to the financial disclosures, the influence of various factors on financial disclosures and the relationship between governance boards and financial transparency of Australian NFP organisations. She is closely involved with the CPA (Australia)’s NFP Discussion group and is also an advisory panel member for the Australian Accounting Standards Board (AASB). Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

What topics are covered in the Procurement Overview? 5 Key stages to effectively optimise procurement outcomes. How can small organisations access strategic procurement with low value spend? Case Study - Aged Care organisation procurement What is not included in the program? Due to the nature of the webinar is for the sharing of information and insights the following are not included: Templates and Forms What will you have at the end of the Procurement Overview By the end of this webinar your organisation will have: A high-level understanding of the procurement process The key stages required for procurement outcomes How small organisations can access better procurement outcomes. How organisation can access supplier’s innovation, value add and aligning cultures. Audience Who is the workshop suitable for? Procurement overview is suitable for not for profit and community organisations interested to improve procurement outcomes and access value and innovation through procurement resourcing, processes, and collaboration: Who have identified a need to focus on organisation spend. Who have a need for products and services to fulfill their organisation purpose. Who have identified a need for better spend outcomes. NB: these webinars are for NFP staff responsible for organisation spend or undertaking Procurement activities. About the Facilitator: Kylie Dayman Kylie has over 20 years’ experience working in project management, category management and procurement. She has a passion for helping not for profit organisations improve their spend management and supplier engagement to optimise their ability to support their customers. She is Head of Procurement Mentoring and Advisory services at DAYMAN procurement and through this Kylie currently supports aged care and disability organisations in up-skilling and mentoring staff in procurement leaving organisations enabled to enhance their spend management for the future.  Additionally, enabling procurement value to small organisations through collaborative procurement. Kylie has recently: Mentored teams through several tenders in the aged care sector including medical consumables, and residential agency care resulting in spend optimisation and innovation. Implemented the tender process including templates and guidance documentation for medium sized aged care organisations. Facilitated co-design collaboration workshops across large, medium and small disability and aged care organisations.    Undertaken several collaboration procurement tenders with organisations across aged care, health and education sectors resulting in spend and resource optimisation. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Delivery & Length: This webinar consists of one (1) webinar running for 1 hour, to be held at 11:00AM AEDT on Wednesday 13 February 2019.  Each webinar will include a comprehensive presentation. The video recordings will be available after the session. Not available on this date and time? Register anyway! All webinar registrants will receive a full recording and the slides after the webinar has been presented. Course Information: Adobe InDesign is Adobe’s popular print design application, a part of Adobe Creative Cloud. It is a flexible program that is most commonly used for producing annual reports, flyers, business cards, and any other printed material. It can also be used to setup templates for digital assets, including social media.