Coming Spring 2026

In times of economic uncertainty, a highly engaged and financially confident board can be the difference between organizational resilience and instability. This one-day intensive equips nonprofit leaders and board members with practical tools, strategic clarity, and the financial confidence needed to stabilize and strengthen their organizations.

Participants will gain concrete strategies for improving oversight, strengthening decision-making, supporting executive leadership, and building long-term financial sustainability. Attendees will also have the opportunity to earn CPE.

What You’ll Learn

This intensive gives leaders actionable strategies to elevate financial oversight and stability, including how to:

  • Demystify nonprofit financial statements
  • Monitor financial health and anticipate risks
  • Evaluate investment policy, portfolio construction and asset allocation
  • Assess and right-size nonprofit reserves
  • Strengthen board–executive collaboration
  • Communicate with transparency to deepen credibility
  • Navigate audits and Form 990 with clarity
  • Leverage AI to enhance fundraising and operational efficiency
  • Strengthen cybersecurity to mitigate financial risk

Who Should Attend

Designed for leaders responsible for oversight, transparency, and strategic direction, including:

  • Board Members & Finance Committee Chairs
  • Executive Directors / CEOs
  • COOs, CFOs, Controllers, and finance professionals
  • Development Directors and senior fundraising staff

Event Details

  • Date: Coming Soon – Spring 2026
  • Location: New York City
  • Format: Full-day, interactive intensive with expert-led instruction, discussion, and peer learning
  • Investment:
    • Standard Registration: $499
    • Early-Bird Rate: $399

Join the Waitlist

Registration opens soon. Join the waitlist to receive:

  • First access when registration opens
  • Early-bird pricing
  • Program updates and agenda details

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