Beyond Fundraising: How Professional Associations Can Streamline Financial Data
August 14, 2025 | 2:00 PM ET

Professional associations face unique challenges managing diverse revenue streams, from membership dues and conference fees to educational programs and certification services. Unlike traditional nonprofits focused primarily on donations, associations juggle multiple databases and systems to track various income sources that all need to flow accurately into their general ledger.

Join us for an exploration of how professional associations, membership organizations, and similar entities can eliminate manual processes and create seamless connections between their revenue-tracking systems and financial operations using Omatic Cloud.

You’ll Learn:

  • How professional associations differ from traditional nonprofits in their revenue complexity
  • Common challenges with managing multiple systems for membership, events, education, and other revenue streams
  • Why spreadsheet-based processes create risks and inefficiencies for association finance teams
  • How Omatic Cloud connects diverse revenue systems to your general ledger automatically
  • Real-world examples of how associations are streamlining their financial workflows

Whether you’re managing membership databases, event platforms, or educational program systems, this session will show how to create reliable, automated pathways for all your revenue data to reach your accounting system accurately and on time.

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