A dynamic educational experience designed for those who lead, manage, and help steward the future of foundations and endowments, including senior staff, officers, directors, trustees, board members, investment committee members, and other fiduciaries. Against a backdrop of ongoing economic shifts...

Most nonprofit finance teams are running budgeting processes built for a smaller organization... or a smaller workload. As grants multiply and boards ask for more real-time visibility, the instinct is often to add headcount. But the real fix is usually getting more out of the tools you already have...

Every nonprofit has a financial story and funders pay attention. The ability to effectively communicate your organization's financial model, budget strategy, and true costs can make the difference between a funded proposal and one that falls short. Yet many nonprofits struggle to tell this story...

Though public charities must remain nonpartisan, they have a critical role to play throughout the election cycle! Not only can public charities engage in issue advocacy during election season, but they can also conduct robust voter and candidate education campaigns and mobilize the public to get out...

Intended Audience: Nonprofit staff or board members who are interested in feeling more confident in building and implementing the organization’s budget. Session Facilitator: Jessica Richter, CPA, CITP, CISA and Partner at Forvis Mazars. Cash flows can be difficult to understand and explain but are...

Intended Audience: Nonprofit staff or board members who are interested in feeling more confident in building and implementing the organization’s budget. Session Facilitator: Jessica Richter, CPA, CITP, CISA and Partner at Forvis Mazars. Your budget isn’t just a financial document, it’s a reflection...

Intended Audience: Nonprofit staff or board members who are interested in feeling more confident in building and implementing the organization’s budget. Session Facilitator: Jessica Richter, CPA, CITP, CISA and Partner at Forvis Mazars. A clear, thoughtful budget is one of the most powerful tools a...

For Executive Directors & Board Chairs/Chair-Elects Note: You will need to register the Executive Director and Board Chair/Chair-Elect at the same time. Registration for one person is not permitted. This workshop is intended for the Executive Director and Board Chair or Chair Elect. If you both...

As the fiscal year winds down, nonprofit leaders have a critical opportunity to prepare their organizations for the year ahead. This 2-hour workshop will walk through the key financial actions every nonprofit should take before entering a new fiscal year. Participants will explore how to review...

Nonprofit boards need strong skills and a thorough understanding of their role to serve effectively. In this interactive series, we cover the most important aspects of board governance. Board Masters was created for current and potential board members who want to learn how to better serve nonprofit...

A clear, thoughtful budget is one of the most powerful tools a nonprofit has, but for many, it can feel overwhelming or overly technical. This session is designed to demystify the basics and build confidence in creating and managing a budget that supports your organization’s mission. Jessica will...

In an environment of constant change, nonprofits that wait to “get ready” often find themselves reacting under pressure. This complimentary session explores how nonprofit can adopt a “stay ready” mindset through long range, agile financial planning that helps strengthen resilience and support...