May 30, 2024: Performance Management: Approaches, Systems and Tools for Nonprofits

Meghan Steinberg of SteinbergHR will cover the best approaches to ongoing performance management, which includes items beyond the traditional annual evaluation. She will also discuss systems and tools that nonprofits might wish to consider, and how to match your approach to the right tools.

Meghan Steinberg is the Founder & CEO of SteinbergHR, a boutique, woman-owned Human Resources Consulting firm based in South Shore Massachusetts. They engage with diverse businesses within the Commonwealth and beyond. Meghan is a designated Professional in Human Resources (PHR), a Society for Human Resource Management Certified Professional (SHRM-PC), a member of the South Shore Employment Advisory Board,  member of the South Shore Chamber of Commerce New England HR association, South Shore Synergy, and first founding business ally and member of the Massachusetts LGBTQ Chamber of Commerce.

Presentation Materials

April 25, 2024: Potential Uses of Artificial Intelligence for Non Profits

How should nonprofit organizations be thinking about AI adoption? We’ll cover creating a roadmap, from basic to advanced that will get you started today while planning for future transformative work. We will go over the tools available to nonprofits now, from Copilot to ChatGPT, and what policies should be in place for organizational security and governance. 

Russell Greenwald, Vice President of Insource Services Inc., and Ryan Night, Insource’s new Team Lead for Data Solutions, will make a presentation about the use of Artificial Intelligence by Non-Profit Organization in their planning and operations.


March 28, 2024: Alternative Methods of Purchasing Employee BenefitsMarch 28, 2024:

Please join us for a panel presentation by representatives of government agencies and the broker community to explore ways to purchase employee benefits including health insurance and retirement plans. Representatives from the Massachusetts CORE Plan, The Massachusetts Health Connector, and Edan Barshan of Universal Benefit Plans will join us to discuss benefit purchasing options.  Edan will discuss a relatively new health insurance option (ICHRA – Individual Coverage Health Reimbursement Arrangement)which could save your agency and employees a lot of money.


ICHRA Presentation

MA Health Connector

Mass Core Plan

February 29, 2024: Managing Expenses and Payments Online

At this week’s NPFM meeting we’ll take a look at online platforms for expense reporting, payables, card management, and reimbursements. A team from CliftonLarsonAllen will give examples of how these functions can be simplified and automated, and will lead a discussion of current ecosystems. The goal is to provide an overview of the landscape, and to stimulate thinking on what will work for your organization. 

Our presenters from CLA are:

Dana Duffy, BizOps Controller. With 20 years of accounting experience working in both private/industry and public sectors, Dana specializes in supporting nonprofit clients, with hands-on experience developing accounting processes, managing financial controls, and helping clients get the most out of business and accounting software, including QBO and Bill.

Tom Pappas, BizOps Chief Financial Officer, focused on nonprofits: associations, human services, community development, religious, and technology groups. Tom is a senior level financial and operations professional with over 38 years of for-profit and non-profit experience. Prior to joining CLA, Tom worked for 9 years with a professional services firm that specialized in supporting nonprofit organizations. Tom has also served as Director of Finance and Administration for a social services non-profit and CFO of a long-standing non-profit preservation society.

Shannon Okey, Senior Technical Consultant, Product Leader for spend management solutions and Xero, with experience leading implementation of QBO, Bill, Tallie, Expensify, Right Networks and Airbase. Shannon has close to 4 years of software consulting experience and takes pride in onboarding and supporting clients with software that will help them button up their processes and run their business smoothly and efficiently.

Presentation Materials