From Piles to Paperless: A Case Study in Transforming the Work of Funds Management
4:30 PM - 5:30 PM CT
Speaker(s): Aaron Rouse, Director of Fund Stewardship and Management, University of Nebraska Foundation, Kate Nimety, President, Management Consulting, Zuri Group
Competencies: Strategic ThinkingBusiness and Financial Acumen
Experience Level: Level 4
Elective Session
Are you challenged with a daunting project and don't know where to begin? Have you put your ideas on a shelf where they have collected dust for 10+ years? Are you looking for ways to transform the work that you do? This session will present a case study of how the University of Nebraska Foundation reimagined its entire funds management process, moving from piles of paper to fully digital and automated fund creation and management. If you want to transform your work by tackling messy and complicated projects, this session can help generate ideas on how to do that.