Category: Meetings

This presentation focuses on the importance of effectively communicating your nonprofit’s financial story. Participants will gain a clear understanding of what financial visualization entails—and what it doesn’t. The session also explores how to identify meaningful financial metrics for your organization and examines how to strategically invest resources to support compelling storytelling. Finally, it introduces various methods for integrating visualization into your financial reporting.

The presenters will discuss best practices for planning, creating and monitoring your budget, including a glimpse into a sample tool to illustrate how software can elevate the process. 

Presenters:    Robyn Leet, Partner at AAFCPAs and Wendy Smith, Consulting CFO ay AAFCPAs

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Five years into the pandemic, how and where we work continues to evolve. Nonprofits continue to consider questions of how they will use office space and when to make their next move. In March of 2023, Rick Lowe and Olivia Weckwerth of Cresa Boston gave us a helpful overview of how our organizations could strategically manage real estate options. They are back to refresh our picture of a changing Boston market. They will touch on how different segments of the market are trending, how the pandemic is affecting downtown vs suburban markets, what to expect if you’re looking to sublet – or looking for a subletter, and what to bring to your next lease negotiation.

Presenters:
Rick Lowe is a Principal at Cresa Boston. As a member of the urban advisory team, Rick focuses his efforts in the Financial District, Back Bay, Seaport and North Station markets. Rick is a skilled negotiator who’s able to leverage his experience and industry relationships for the benefit of his clients—which range from nonprofits to architecture firms to venture capital firms.

Olivia Weckwerth is a member of the downtown Boston advisory team. She works with clients across industries to define real estate objectives and deliver impactful solutions that address short-term and long-term needs. Olivia provides transaction management services including new business development, market research, strategic planning, financial analysis, and lease negotiations for occupiers in the downtown market. 

Cresa is the world’s largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions.

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When the pandemic struck five years ago, nonprofits scrambled to bridge the gap between faltering revenue and surging needs in our communities. Though COVID may have subsided as the most visible threat, nonprofits are again facing a time of disruption. As before, we are called on to serve critical needs with uncertain resources. How do we stay proactive through volatility? What does a financial crisis look like, and how do we spot one on the horizon? Our presenters will offer thoughts on how we as financial managers can play a crucial role in making our organizations more responsive and resilient.

We will be joined by two experienced leaders/practitioners from Insource Services:

Elizabeth Stasiowski

Team Lead and Finance Associate Director

As a Finance Associate Director and Financial Team Lead, Elizabeth uses her extensive experience to keep clients on track financially, up-to-date with regulatory requirements and compliance issues and looking forward to create long-term financial stability. Elizabeth is experienced in addressing boards of directors and making financial data accessible to a variety of stakeholders and decision-makers. Her background includes a strong understanding of grant management, Government Auditing Standards, OMB Circular A-133 compliance and UFR preparation; and she has developed budgeting and tracking tools and templates.

Rondi Chapman
Senior Finance & Accounting Manager

Rondi is passionate about providing financial leadership and support for her clients and helping them achieve their organizational goals. In her role, she and her team provide a range of accounting and financial management services, including assisting with setup for new clients, team oversight of general ledger management, financial reporting, risk management, financial health analysis, budgeting and forecasting, and overall strategic guidance.  

Rondi has worked with clients across multiple industry sectors; including manufacturing, information technology, and a variety of research-based companies and organizations.

The topic will be fraud at non-profit agencies, with examples; and cyber fraud and scams, with examples; and what measures agencies can take to guard against the various forms of fraud.

Our presenters will be Kontoglis Vassilis, who leads the delivery of the AAFCPASs’ IT & Cybersecurity solutions, including Vulnerability Management as a Service (VMaaS) in addition to other areas of expertise; and Robyn Leet, also at AAFCPAs, who works on system selections and implementations for clients using her approach to improving business processes, in addition to other areas of expertise. Both Vassilis and Robyn are long time partners at the esteemed accounting firm AAFCPAs, which provides audit, tax, consulting, and IT advisory solutions, with a  specialty in non-profit work.

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