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Financial Reporting Webinar - Shared screen with speaker view
Martha Katz-Hyman, Newport News, VA
23:59
What is a CRM, for those of us who weren't on the first webinar?
D Zieff
24:06
What does CRM mean?
Allison Kapusta (she/her)
24:20
CRM - Client Relationship Manager
cbsmeb@mac.com
24:47
Or “customer relations manager”
Kletter, Daniel
25:24
Shulcloud is the Salesforce of CRM haha
Barry Mael (he/him)
35:10
Please ask any questions in the chat
Bob Margolies
47:06
As a long-term Treasurer and Kesef customer, I inherited a Bal Sheet. I "understand" every penny in all of the P&L accounts and the "active" Balance Sheet accounts. What do should we do with accounts like Building Fund pre 1989? Should we work with Kesef to "rebuild" the Balance Sheet?
Barry Mael (he/him)
01:04:24
we will be sending the samples out to you
Eric Pasternack
01:08:27
WHy would you send a tax letter for a gift that has not yet been made?
Eric Pasternack
01:22:28
How does modified cash method work for money that is paid the year after it should have been? Example: when someone pays last year's dues now.
Phil L - San Diego
01:25:40
Exactly what does "get an audit" mean? By the government? By a private auditor?
Eric Pasternack
01:28:11
Thanks, that makes sense.