Year-end close is more than a reporting exercise. It is an opportunity to strengthen financial visibility, reduce manual work and set your organization up for a more confident year ahead.
Join Sage experts Katherine Bandeniece and Will Tan for a practical conversation about the challenges Canadian nonprofit finance teams face as they close out 2026. Drawing on insights from the 2026 Canadian Nonprofit Trends Report, the session will explore practical ways to improve year-end processes, reporting and planning for 2027.
Learning objectives:
By the end of this webinar, attendees will be able to:
- Identify common year-end finance challenges facing Canadian nonprofits and ways to address them.
- Improve the efficiency and accuracy of year-end close by reducing manual processes and spreadsheet dependency.
- Strengthen financial reporting and visibility for leadership, boards, funders and other stakeholders.
- Explore how automation can help finance teams spend less time on repetitive work and more time on strategic priorities.
- Apply practical steps to move from year-end close into stronger planning and decision-making for 2027.
Webinar information
Topic: Close Strong, Plan Ahead: A Practical Year-End Playbook for Nonprofit Finance Leaders
Date: Thursday, November 19, 2026, at 1pm ET (webinar is 1 hour in length)
Intended audience:
Finance and organizational leaders working in Canadian nonprofits, charities and foundations, including:
- CFOs and VPs of Finance
- Directors of Finance
- Controllers and Finance Managers
- Executive Directors and senior operational leaders involved in financial planning and reporting
Knowledge level:
Intermediate. The webinar will be accessible to attendees at different stages of their finance transformation journey, with practical takeaways that can be applied regardless of organization size or current systems.
Cost: Free – Register Now
Important Note: While registration is open to all, attendance is limited to the first 1,000 people to sign onto the live session. We suggest signing on five minutes early to have the best chance of getting on the live session. If for any reason you aren’t able to connect to the live session, rest assured you’ll get the full recording by email the following day.
NOTE: This webinar will be recorded – if you cannot make the live session, complete the registration form and a recording will be emailed to you the day after the live session. We are happy to provide a closed-captioned recording upon advance request.
Webinar presenters
Katherine Bandeniece, Senior Growth Manager, Sage Intacct. Katherine is a CPA and trusted advisor to nonprofits navigating the evolving landscape of financial management and technology. At Sage Intacct, she works closely with mission-driven organizations across Canada to modernize financial systems through cloud technology, automation, and AI. Her background includes leadership roles at Amazon and British Airways, and she is passionate about helping nonprofit leaders apply emerging technologies in ways that support transparency, resilience, and long-term impact.
Will Tan, Account Executive, Sage. Will is an experienced Account Executive and passionate advocate for nonprofit financial transformation. Based in Toronto, he works with Canadian charities and nonprofit organizations to navigate complex year-end closes, streamline reporting, improve financial visibility, and replace manual processes with more strategic cloud-based approaches.