2026 CPE Credit Information for bbcon Financial Management Breakout Sessions 

You may be eligible to receive 7 CPE credits for successfully attending the #bbcon2026 listed breakout sessions below.   

 

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

• Strategic Planning and Fiscal Sustainability for Nonprofit Finance Leaders 

• Managing & Reporting for Time Based Grants with Blackbaud Financial Edge NXT® 

• Strong Endowment Stewardship: Strengthening Oversight, Reporting, and Trust 

• Lean Teams, Lasting Impact: Blackbaud Financial Edge NXT® Tips for Small Teams 

• Stop Reporting, Start Leading: From Data to Decision for Nonprofit Leaders 

• From Noise to Narrative: Data Visualization for Nonprofits  

• No More Spreadsheet Gymnastics: Reporting with Blackbaud Financial Edge NXT® 

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*. 

Strategic Planning and Fiscal Sustainability for Nonprofit Finance Leaders 

• Aligning Finance with Strategy and Capacity: Understand how to align and communicate high-level strategic goals into actionable financial plans and capacity risk management metrics. 

• Build Financial Resilience: Master techniques for short and intermediate-range financial modeling, capacity risk assessment, and building operating reserves to weather economic uncertainties and unexpected disruptions. 

• Optimize Financial Modeling: Analyze and evaluate the financial health of programs, focusing on resource allocation and the true cost of mission delivery. 

• Drive strategic conversations between Finance and Development departments: Develop communication skills to effectively communicate financial data, improve donor relations, while optimizing AI use and influence strategic decision-making between finance and development departments. 

 

Managing & Reporting for Time Based Grants with Blackbaud Financial Edge NXT® 

• Best Practices for Capturing and Reporting Grant Associated  

• Time based budgeting for Grants  

• 3rd Party Tools that can create efficiencies for managing Grant Time including Payroll Providers, External Databases and the integrated Effort Track Module 

 

Strong Endowment Stewardship: Strengthening Oversight, Reporting, and Trust 

• Identify key risks in endowment oversight and reporting and evaluate how unclear spending, restrictions, and manual processes affect transparency and institutional trust. 

• Apply best practices such as improved fund segmentation, clear spendable communication, and structured reporting that strengthen oversight and accountability.  

• Assess how Financial Edge NXT supports effective endowment stewardship through improved visibility, automation, and reporting. 

 

Lean Teams, Lasting Impact: Blackbaud Financial Edge NXT® Tips for Small Teams 

• Identify automation opportunities within Financial Edge NXT that reduce manual workload and free up capacity for higher-value strategic work.  

• Apply best practices for streamlining grants management and financial reporting using Financial Edge NXT’s built-in reporting and dashboard capabilities.  

• Articulate the strategic value of a well-configured Financial Edge NXT environment to organizational leadership as a force multiplier for lean finance teams. 

 

Stop Reporting, Start Leading: From Data to Decision for Nonprofit Leaders 

• Attendees will learn a repeatable three-part framework for turning any financial metric into a leadership narrative that drives understanding and action. 

• Attendees will gain practical language for communicating their organization's financial position to four distinct audiences: board, funders, staff, and strategic partners.  

• Attendees will walk away with the confidence to enter any high-stakes financial conversation prepared to lead the room, not just update it. 

 

From Noise to Narrative: Data Visualization for Nonprofits  

• Identify your data story by defining your audience, action, and one “big idea.” 

• Choose the right chart for the data and the story you need to tell. 

• Refine your visualization by removing clutter and focusing attention where it matters. 

 

No More Spreadsheet Gymnastics: Reporting with Blackbaud Financial Edge NXT® 

• How to replace manual spreadsheet workflows with system‑based reporting  

• How Financial Edge NXT improves confidence in numbers through consistency and visibility  

• How to deliver the right reports to the right audiences without extra work