2025 CPE Credit Information for bbcon Financial Management Breakout Sessions 

You may be eligible to receive 7 CPE credits from 9 available sessions, for successfully attending the #bbcon2025 listed breakout sessions below.   

 

Each of the following sessions will be 50-minutes and equal to one CPE credit. 

 

• Getting the Most Out of Blackbaud Financial Edge NXT®: Smarter Data Better Reporting and Easier Integrations 
• Using AI for Nonprofit Financial Reporting to Management Boards and Funders 
• Future-Proofing Your Nonprofit’s Finances 
• Trust and Transparency: Integrating Fundraising and Finance 
• Connecting Budgets and Budget Processes to Project Managers and Staff 
• How Optimization of Blackbaud Financial Edge NXT® Can Help with Talent Retention and Job Succession 
• Unleashing the Power of Transaction Codes in Blackbaud Financial Edge NXT® to Elevate your Reporting and Data Analytics for Endowment Accounting 
• Nonprofit Financial Reporting and Design: Building a Simple System for Complicated Needs 
• Reporting Magic: Transform Your Blackbaud Financial Edge NXT® Skills! 

CPE credits are granted based on a 50-minute hour. Participants are eligible for one CPE credit for every 50 minutes of instruction attended. For learning activities in which individual segments are less than 50 minutes, the sum of the segments would be considered one total program. A minimum of one full credit must be awarded initially, but after the first credit has been earned, credits may be awarded in one-fifth increments or in one-half increments.  

We will be using a tool called Conferences i/o to help us track attendance and issue CPE certificates. In order to complete the requirements for CPE, you will need to use the internet browser on your computer or mobile device to access Conferences i/o to check in and check out for each applicable session you attend.  

 

If you are using a smartphone or tablet you can simply point your device's camera at the QR code being displayed on screen in each session, which will bring you directly into the session check-in. 

 

We will also have a direct link to access our bbcon event homepage and have the option to select the session you are attending. 

 

Once you arrive at the session page, enter your name and the email address with which you used to register for bbcon. This information will be retained for a quick check-in for the next session. A timestamp is captured when you check-in for the session, so please make sure to do so promptly. You will be able to check in for the session up to 15 minutes in advance of the start time.  

It is very important you remember to check out upon completion of the session. We will again display the QR code and also provide a check-out code in order to allow you to check out successfully and record your attendance. 

 

We will have CPE monitors in each session room, should you need assistance checking in or out. 

CPE credit is not automatically awarded. Letters or certificates of completion are available upon successfully completing a class. Certificates will be issued within 3 weeks after bbcon via email from certificates@conferences.io. You are responsible for submitting this information to the State Boards of Accountancy. Should you have questions or issues, please reply to the email or contact bbcon.cpe@blackbaud.com. 

 

Surveys for these sessions will be made available post-conference from bbcon.cpe@blackbaud.com.  

 

Blackbaud is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website  www.nasbaregistry.org.  

Course completion is based on completion of the entire course session. To be considered as Attended, individuals must attend and actively participate in 90% of the 50-minute session. A course must be marked as Attended in order to earn Continuing Education credit for CPE (Continuing Professional Education) accreditation. 

Group Live

None

None

Information Technology – Technical

Basic

For questions regarding cancellation and substitutions, please review the registration policies on the bbcon Frequently Asked Questions page. 

Please email bbcon.cpe@blackbaud.com with any questions or concerns for breakout session CPE credits.  

 

*For inquiries with Blackbaud University CPE courses and credits, please refer to the University Day FAQs*. 

Getting the Most Out of Blackbaud Financial Edge NXT®: Smarter Data Better Reporting and Easier Integrations 

• Identify key modules, fields, and tools within Blackbaud Financial Edge NXT® and understand how they support effective financial operations 

• Explain the importance of routine system maintenance, including data cleanup and consistency practices, to improve accuracy and usability. 

• Apply practical tips and techniques to streamline Financial Edge NXT® usage, avoid common pitfalls, and enhance reporting and integration outcomes. 

 

Using AI for Nonprofit Financial Reporting to Management Boards and Funders

• Identify the distinct financial reporting needs of four key nonprofit stakeholder groups.
• Explore real-world scenarios in which AI can support and customize reporting for each group.
• Define key AI concepts relevant to nonprofit finance, such as machine learning, generative AI, reasoning models, and agentic AI.
• Survey five components of “Responsible AI” that support ethical and mission-aligned use of AI technology.

 

Future-Proofing Your Nonprofit’s Finances 

• Identify and track the key financial metrics that measure organizational health. 

• Evaluate and adjust revenue mix and expense priorities to reduce risk and support growth. 

• Create or improve a rolling cash flow forecast to maintain stability in changing funding environments. 

 

Trust and Transparency: Integrating Fundraising and Finance 

• Learn actionable strategies for showcasing your nonprofit's transparency. 

• Understand the art of collaboration between fundraising and finance to present a transparent financial story. 

• Explore actionable steps and real-life examples to transform your approach to grow lasting donor relationships. 

 

Connecting Budgets and Budget Processes to Project Managers and Staff 

• Learn about how an annual budget process assessment can set the stage for change 

• Explore tactics to engage project managers and staff through a culture of rolling projections 

• Learn about funding-first approach to budget building 

 

How Optimization of Blackbaud Financial Edge NXT® Can Help with Talent Retention and Job Succession 

• Learn how using FENXT can reduce operational costs and improve resource allocation. 

• Learn how transparent and efficient financial management can foster a culture of trust & stability 

• Discover best practices for using FENXT to plan for future staff and leadership transitions. 

 

Unleashing the Power of Transaction Codes in Blackbaud Financial Edge NXT® to Elevate your Reporting and Data Analytics for Endowment Accounting 

• Learn how to set up your database to natively account for endowments within Financial Edge NXT.    

• Learn how to set up reports for visibility into the corpus, earnings, and spendable balances of your endowed funds.   

• Learn how to ensure fund utilization of your spendable funds. 

 

Nonprofit Financial Reporting and Design: Building a Simple System for Complicated Needs 

• Identify a nonprofit financial system's key elements to set up for quality reporting. 

• Identify system design best practices for efficiency and effectiveness 

• Recognize common system design mistakes and apply solutions to improve reporting in Financial Edge NXT. 

 

Reporting Magic: Transform Your Blackbaud Financial Edge NXT® Skills! 

• Enhanced Reporting Skills: Practical tips to create tailored reports for diverse audiences. 

• Improved Decision-Making: Use reporting and chart organizers to provide data for better decisions 

• Learn to apply reporting techniques across sectors like non-profits, healthcare, and K-12