Nonprofit Finance Conference
2017 Nonprofit Finance Conference
Developing Financial Leadership
Tuesday, December 5, 2017
Holiday Inn by the Bay
A one-day conference for executive directors, finance staff, board members, program, development and operations staff and more.
Keynote by Steve Zimmerman, Spectrum Nonprofit Services
In today’s dynamic world, nonprofit sustainability lies not in some far-off magical destination, but rather in the ability to make ongoing strategic decisions that embrace the interconnectedness of mission impact and financial viability. Thriving organizations embrace this relationship and engage their teams in understanding their organization’s business model and how to strengthen it. Steve Zimmerman will present the key competencies organizations need to drive organizational sustainability, survive and thrive in our ever changing world by delivering exceptional impact in a financially viable manner.
Steven D. Zimmerman, CPA, MBA is the Principal of Spectrum Nonprofit Services where he provides training and consulting in the areas of finance and strategy for community-based organizations, foundations and government agencies throughout the country. Steve is co-author of The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions with Jeanne Bell of CompassPoint and the best-selling book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability with Jeanne Bell and Jan Masaoka of Blue Avocado. In addition to speaking nationally on nonprofit strategy and finance, Steve has also written for the online magazine Blue Avocado, The Nonprofit Quarterly and Board Source. Prior to starting Spectrum, Steve worked for CompassPoint, one of the nation’s leading nonprofit consulting, training and research organizations. His extensive nonprofit experience also includes serving as a Chief Financial Officer, Development Director and Associate Director at community-based nonprofits where he performed turnarounds resulting in increased financial sustainability and programmatic reach. He is a Certified Public Accountant and earned a BA from Claremont McKenna College and an MBA from Yale University.
7:30a – 8:30a Registration + Continental Breakfast
8:30a – 9:45a Welcome + Keynote
10:00a – 11:15a Breakout Sessions (full descriptions)
- Understanding Place in Community
- From Ask to Acknowledgement: Charitable Gift Solicitation and Receipt Best Practices
- Show Me the Money: How to Design Compelling Financial Dashboards
- Real Tools for Non-financial Nonprofit Leaders
- Implementing the New Not-for-Profit Financial Reporting Standard: A Deep Dive
- Endowment Management: It’s About Policies, Not Just Performance
11:15a – 11:45a Cross-Sector Expo
11:45a – 12:30p Lunch + Raffle
12:45p – 2:00p Breakout Sessions (full descriptions)
- Revenue Strategy: What is the “Right Revenue” for Your Organization?
- What’s New? Uniform Guidance and 2017 Compliance Supplement Update
- Realistic Evaluation Expectations: What Can You Buy with Your Budget?
- The Dollars and Sense of IT Budgeting
- Streamlining Accounting Operations for Organizational Success
- Mission-Driven Investing
2:15p – 3:15p Breakout Sessions (full descriptions)
- Risk Assessments: Assessing Risk, Preventing Loss, Protecting Assets, and Recovering Assets
- Financial Health: What is Your Sustainable Level of Cash, Reserves, and Profits?
- Hidden Fees: How Not to Miss Out on Money for Your Mission
- Strategic Technology Planning for Nonprofits
- Form 990/990-T: Best Practices and Common Mistakes
- What’s Your Organizational ROVI (Return On Volunteer Investment)?
3:15p – 3:30p Closing
- Early bird rate until October 27! $135 Members Only
- Regular rates: $175 MANP Members / $215 NonMembers
- $250 MANP Friends / $350 NonMembers
- Thanks to the supports of our Scholarship Fund, scholarships are available to our members for this event. Request a scholarship using our online form.