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