Author: Katie Schweitzer

In today’s uncertain funding environment, nonprofit finance leaders need more than a budget — they need a plan for resilience.

The topic of the presentation will be Proactive Finance Planning and Contingency Strategies, where we’ll explore practical tools and frameworks to help organizations move from reactive budgeting to strategic financial planning.

Participants will learn how to:

• Build rolling cash-flow forecasts and scenario models

• Understand true program costs through program-level P&Ls

• Identify funding concentration and operational risks

• Develop contingency triggers and reserve strategies

• Strengthen resilience through diversification and actionable dashboards

Using a simple four-step framework — Identify, Map, Analyze, Plan — this session will provide nonprofit finance leaders with practical strategies to improve decision-making, increase stakeholder confidence, and better prepare for uncertainty.

We hope you’ll join us for this timely and practical discussion.

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Two auditors from Citrin Cooperman will be available to discuss matters such as:

• What common findings have you seen in audits
• What makes a smooth audit
• Which audit standards cause the most consternation for clients

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Burnout is not a personal failure, it’s a human signal. Carly Caminiti  will guide members through practical, evidence-informed tools to reduce stress in real time and prevent burnout over the long term. The workshop will highlight why preventing burnout is not a luxury but a strategic advantage. Wellness practices strengthen clarity and connection. The session is designed for you first, with brief discussion on how these tools can support your teams. 

Carly Caminiti is an ICF-certified executive coach and founder of Avanti Consulting, Inc. who helps high-stress leaders build confidence, prevent burnout, and get out of their own way to make it a great life. She works with individuals and organizations in three core ways: 1:1 executive coaching; immersive team retreats; and a 12-week virtual group coaching program. Carly blends strategic insight with deep empathy. She helps people recognize their strengths, gain clarity, and feel more at peace across all areas of life. Her direct yet approachable style resonates with leaders seeking authenticity, alignment, and lasting change.

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Join us for an updated look at how generative AI is reshaping the work of nonprofit financial managers. In April 2024, Russell Greenwald and Ryan Knight of Insource Services delivered one of our most popular sessions on the emerging role of AI in nonprofit finance. On Thursday, January 29, Russell returns with an overview of what has changed and thoughts on what’s now possible as we decide how AI fits into our work.

This session will highlight developments in generative AI over the past two years and translate them into practical, accessible examples relevant to nonprofit finance teams—whether you’re juggling budgeting, reporting, or HR coordination. Russell will offer concrete use‑cases, risks to watch, and thoughts on how to make use of AI while preserving strong controls.

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This presentation provides nonprofit financial managers with a clear overview of charitable solicitation requirements across the U.S., with particular attention to high-risk and heavily enforced states. Participants will learn how to address common compliance challenges, navigate penalties for non-registration, and take practical steps to develop a ROI compliance strategy to stay in good standing with your fundraising activities. The session also highlights how a third-party provider like Affinity Fundraising Registration supports nonprofits by tracking deadlines, managing regulatory changes, and guiding them through each hurdle of the filing and annual renewal process so they can fundraise legally and confidently across all states.

Presentation Materials