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David Levy

National Alliance on Mental Illness

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National Alliance on Mental Illness

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Posted By David Levy 07-28-2023 13:07
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We use Zoom.  That said, I agree with Graham that report distribution is hard in Vena and we also download reports to a DropBox folder for easy user access. ------------------------------ David Levy CFO National Alliance on Mental Illness ------------------------------
Posted By David Levy 02-19-2023 17:15
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Hi Josh - like you, I would like to hear from other non-for-profits about implementing rolling forecasts.  We currently have an annual budget which takes far too long to prepare, then we do updates on a monthly or quarterly basis through the current year-end only.  Like everyone else's organization, ...
Posted By David Levy 12-05-2022 12:25
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Great idea.  I would like to attend.  Thanks! ------------------------------ David Levy CFO National Alliance on Mental Illness ------------------------------
Posted By David Levy 10-25-2022 12:39
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Thanks Olivia and Toyin! I appreciate the effort it took to pull this together but it will be very helpful to my users (and me). Thanks again! David Levy, MBA, MSChief Financial OfficerNational Alliance on Mental Illness (NAMI) Direct: 7035167236
Posted By David Levy 10-24-2022 14:37
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I still don't think we have an answer to the question that Tasha posted 10 days ago (unless I am missing something).  Is there a guide to using the Workforce Planning Template or not? I understand there's a Vena Academy course but we're looking for a guide to distribute to our users.  The information ...
Posted By David Levy 10-17-2022 09:33
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I am in the same situation as Tasha, i.e. using the Workforce Planning Template this budget cycle for the first time,  and would also appreciate any help.  Thanks, Tasha, for asking the question. ------------------------------ David Levy CFO National Alliance on Mental Illness --------------------- ...