Networking & Registration
Welcome and Opening Remarks
Streamlining Organizational Processes Within Budget
Successful organizations use many different tracks of strategy in developing their mission, from organizational to programmatic. Key to this process is developing a focused, purposeful strategy that incorporates systems, resource allocation, data management, finances, and more. This panel will explain how efficient operations and processes can enhance your nonprofit’s administrative efficiency, streamline monetary functions, and create operational stability so you can focus more of your energy on your mission.
What Nonprofits Need to Know About Nonprofit Accounting and Finance
Maintaining the financial health of any nonprofit is a challenge before you factor in the specific aspects of your organization. Keeping up with regulatory changes, managing all sources of funding, tracking organizational costs, and more is demanding, especially for nonprofits that are already stretched thin. Our panelists will highlight strategies and resources to help you increase your financial fluency and create systems for efficient financial management.
Executive Managing Director, Co-Chair, Not-for-Profit Advisory Group, Cushman & Wakefield
Optimizing and Developing a Sustainable Board of Directors
Creating a strategic and effective board takes vision, focus, and determination. This session will address the steps of building and assessing your board of directors. Our panelists will discuss best practices for starting up a board, techniques for re-inventing a board, creating buy-in from all members of the board, and ultimately delivering a board that is continuously growing and self-sustaining.
Integrating the Right Technology Needed to Take your Operations to the Next Level
Given the rapid advancements in this space, your organization is likely in need of technological upgrades. However, it can be impossible to know what solutions are right for your organization, especially on a tight budget. Perhaps even more difficult is assisting employees in the transition to a new technological system. This panel of experts will walk through the process for deciding what technology is right for you, and provide best practices for integrating new technologies into existing organizations.
Building Strong Operations and Finance Departments that Align with your Mission
Even high-performing nonprofit organizations have serious gaps and inefficiencies in their operational and financial management systems. In an effort to maximize the resources that go to serving clients, funders have traditionally set very low limits on administrative, management and other “overhead” expenses not directly related to programming. This panel will discuss the importance of building an operations and finance team, the policies, procedures & internal controls to mitigate the risk of fraud, developing billing process workflows and capabilities, how best-of-breed technology integrations can assist in increasing efficiencies and provide far better results for your agency and more.
Assessing the real estate process – what are the current trends?
There are a multitude of factors that inform a nonprofit’s selection of real estate for their office: cost, accessibility to public transportation, the customizability of the space, security, the size of the space, and so much more. Navigating these choices and making an informed decision can be a daunting task, especially for organizations that do not regularly work in the real estate sector. Our panelists will give an overview of the real estate search process and provide strategies for successfully finding a home for your nonprofit.
Nonprofit Efficiency: Managing Risk, Overhead and Failure
Risk management is a critical tool to help nonprofits deal with uncertainty, with the key component being proactivity. Organizations need to review their potential areas of weakness before an unexpected event occurs and develop strategies to prevent or contain damages. This process should also factor in overhead ratios and what they indicate for an organization’s financial efficiency. Our panelists will walk through all the aforementioned areas and more, including facilities management, security best practices and how to limit the chance of fraud impacting your organization.
President, nfpadvisorsLLC.com (moderator)
Leadership and Culture: The (Not So) Hidden Secrets of Human Resources
Leadership is one of the top factors that determines the success of your organization, and not just for handling traditional executive responsibilities. Leaders are single-handedly responsible for building an organizational culture that permeates every aspect of your nonprofit, for better or for worse. Hear from our expert panelists as they discuss tips and tricks for effective nonprofit leadership, as well as best practices for building a positive and productive office culture
Closing Announcements, Raffle Winners & End of Conference