The Consumer Bankers Association (CBA) has advocated for the retail banking industry and its members for over a century. Its member financial institutions, ranging from towering national entities to local community institutions, represent approximately 68% of all bank-held assets in the United States. CBA operates as a nonprofit. The $15 million it generates annually from dues and educational courses directly benefits its members.

As the banking landscape evolves, CBA must ensure that its own financial processes remain modern. That’s why it invested strategically in its financial future, partnering with DSD Business Systems to migrate from Sage 100 to Sage Intacct.

The transformative impact of Sage Intacct on CBA is evident. From workflow efficiencies to timely adoption during the pandemic, the system has reshaped the organization’s financial management. “So much has changed for the better,” Mitslal says. “Every workflow is more efficient and more straightforward. And our timing was ideal. We were up and running on Sage Intacct when the pandemic hit. With easy remote access and paperless processes, we didn’t miss a beat.”