Did we just become best friends?

Building a seamless relationship between Endowment Finance and Advancement services

Lynne M Wester Headshot

Lynne Wester


Aaron Dotson


Let’s face it: Financial endowment reporting contains complex processes that can cause frustrations and hinder relationships between accounting and advancement services teams. But, it doesn’t need to be that way!

Aaron and Lynne are unlocking the key to transforming your institution’s financial endowment management and building strong, cross-team relationships. We’ll cover:

  • How to simplify financial processes and ensure smooth collaboration between Endowment Finance and Advancement Services
  • Steps to educate your partners across the organization on the intricacies of financial reporting, fostering better decision-making and strategic planning
  • The tangible benefits other institutions have experienced after investing in a seamless financial management process
  • How Balance by EverTrue is revolutionizing the way finance and advancement services teams do their work

Watch the recording!