AccountsIQ

Day

Wednesday 11 February

Time slot

11:00-12:00

Room

Ochil room
Wheelchair accessible

Contact

Betty Katz

Topic

Finance, funding & fundraising

Overall aim

1. To deepen understanding of the factors driving ERP implementation fatigue and project regret in the not-for-profit sector, using insights from AccountsIQ’s latest CFO Mindset Report 2.0.
2. To equip attendees with practical strategies to avoid hidden costs, reduce implementation stress, and identify features that deliver measurable improvements in compliance, reporting, and efficiency.
3. To illustrate, through a real-world example, how a not-for-profit organisation successfully modernised its financial systems to simplify processes, strengthen audit transparency, and enable staff to focus more on mission delivery.

Description

AccountsIQ’s latest CFO Mindset Report 2.0, surveying 1,000 finance professionals, paints a sobering picture - especially in the not-for-profit sector - of ERP implementation fatigue.

Many charities report that implementing enterprise resource software (ERPs) was one of the most stressful projects their teams have undertaken. 97% of respondents from the charity sector say they regret some aspect of their ERP implementation, while spiralling costs and the strain on staff mean few are planning to change systems soon.

The research also shows that hidden costs in all finance systems were more common than expected, and that most finance teams now work regular overtime to manage compliance and reporting demands. The top priorities for those considering change are clear: compliance and audit trail functionality, real-time dashboards and better reporting.

In this session, we’ll explore what these findings mean for the sector - and share a practical example of a charity that successfully navigated these same challenges. By adopting AccountsIQ, they were able to simplify processes, improve audit transparency and gain real-time visibility across their operations - freeing staff to focus on their mission rather than administration.

Attendees will take away actionable insights on:

• What's behind ERP implementation regret in the not-for-profit space
• How to avoid hidden costs and implementation stress
• The key features that make a measurable difference to compliance and efficiency
• Real-world lessons from organisations who have modernised successfully

This session will resonate with finance and operations leaders seeking practical guidance on building financial systems that empower - rather than exhaust - their teams.

Who is the event aimed at?

Corporate services (comms/finance etc)

Who is speaking at this event?

Betty Katz - Content Specialist, AccountsIQ