Session Overview: In this session, we’ll explore how nonprofits can leverage professional financial management to secure and expand their funding opportunities. Learn how proper financial stewardship can transform from a cost center into a strategic asset for fundraising success.
 
Key Topics:
• Understanding modern donor requirements and reporting complexities
• Implementing effective internal controls and compliance procedures
• Strategies for tracking and managing multiple funding streams
• Leveraging automation and professional solutions for enhanced financial management
• Adapting administrative approaches based on donor portfolio composition

Ideal For: Nonprofit leaders, financial managers, and board members looking to strengthen their organization’s financial foundation and expand their revenue streams through improved financial management practices.

Practical Takeaway: Participants will learn actionable steps to enhance their financial management systems, ultimately building donor confidence and creating new opportunities for funding.

2025 has started off with significant stock market volatility. Will your investment policy protect your reserves? Will it drive effective action? Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add. This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential. Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term.

Learning Objectives In the session, participants will:

Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times.
Learn how implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets.
Understand the importance of downside protection guidelines in your investment policy.
Develop a portfolio rebalancing policy that will help you master the ups and downs of investing.

Nonprofit organizations are confronted with managing during continuing uncertain times where the path forward can and will most likely change quickly. These conditions naturally cause feelings of unease and hesitancy. Strong financial and budget communication practices and protocols are essential for management to effectively lead and be innovative during challenging times. First, we will discuss tactics for communicating difficult budget issues to your Board. We will explore how to incorporate multi-year budgets and associate key assumptions driving those multi-year budgets and forecasts into essential management and messaging practices. We will then look at how organizations should assess the purpose and impact of Board designated funds and consider alternatives. We will conclude with a discussion on incorporating Empathetic Stewardship of Financial Health and Financial Performance and how to get out front and be a leader in these areas.