Fonteva Finance Business Group Record

September 14, 2021 10am PST | 1pm EST Zoom

Save Your Spot

Fíonta Sessions: Fonteva Finance - All About the Business Group Record

Let’s face it, Finance is a mystery to most of us. And often when implementing new CRM/AMS systems, the primary focus is on getting memberships or donations into the system – meaning that the Finance team gets left out of the loop.

Because Fonteva also serves as the Subledger for your organization, it’s critical that the Finance team be in the know as to how Fonteva is generating journal entries for all the money coming into your organization.

So this series is for all the Finance team reps that need to know how to get the data they need from Fonteva to do their jobs: posting to the financial system, reconciling with the Financial system, and everyone’s favorite, prepping for and passing the annual audit.

In the second of six sessions, we’ll do a deep dive into the Business Group Record - where it all begins. It’s the definition of the Financial organizations you are managing in your Fonteva instance. Read our blog post about the Business Group Record in preparation and come with questions - we're here for you!


Katie Jones

Salesforce Consultant, Fíonta

With over 24 years of working for and with associations and nonprofits, Katie Jones is a seasoned consultant who understands that process and technology go hand-in-hand in realizing nonprofit mission and maximizing return on investment. Her overall industry knowledge enables her to evaluate current state processes, systems, and data to identify gaps and recommend appropriate actions.

Katie can both define requirements at the highest level and implement process changes and AMS / CRM tools for clients at the most detailed level. She is a key member of our Fonteva team, serving as Fíonta’s in-house Finance and Accounting Subject Matter Expert (SME), and holds multiple Salesforce certifications.