Non-Profit CFO Roundtable

Why Join a Roundtable?

You'll Solve Challenges Together

You'll Learn From Other Non-Profit CFOs

Each meeting provides for a few members to describe a challenge or issue they are dealing with in their role, and ask for feedback and advice from their fellow members.

You'll Learn From Other Non-Profit CFOs

You'll discuss topics and challenges such as how AI is affecting the non-profit finance function to why it’s getting harder and harder to find and retain folks with strong technical skills.

You'll Build a Network of Trusted Colleagues

You'll get to know fellow non-profit CFOs who encounter the same challenges as you do each and every day, and share solutions, best practices, and resources.

You'll Support Your Organization Better

You'll Build a Network of Trusted Colleagues

You'll become better at supporting your org in making financial decisions, managing resources, and improving long-term sustainability.

How the Roundtable Works

Who are the Groups for?

Groups are comprised of CFOs exclusively from non-profit organizations of all revenue sizes and program initiatives.

How are Groups sized?

Who are the Groups for?

Groups are up to 15 CFOs in size.

Where do Groups meet?

When do Groups convene?

Groups meet remotely via virtual meeting spaces.

When do Groups convene?

Groups meet for 60 minute sessions every other week.

FAQs

What is the general make-up of a group?

The groups are made up of non-profit CFOs from all around the country, coming from various industries and revenue sizes.

How will I get to know my group members?

Each meeting provides an opportunity to get to know your fellow participants, such as breakout rooms and icebreakers.

Which virtual meeting provider is used?

Zoom.

What are the rules of the meetings?

Attendees are expected to be fully present during the entire meeting and are expected to speak up and provide input to the presenters.

All discussions remain confidential and are not be shared outside of the group.

The meetings are recorded but will not be shared outside of the group.

How do I justify the cost to my CEO?

Here are some talking points that you can use to demonstrate the value of participating:

1. Improved Financial Strategy and Operations

• Benefit: CFOs will gain insights into best practices from a diverse group of peers, which can directly improve financial planning, risk management, and operational efficiency within their nonprofit.

• Impact: Better financial strategies can translate into more funds being allocated to core programs, with improved outcomes and donor satisfaction.

2. Problem-Solving for Unique Nonprofit Challenges

• Benefit: Nonprofit CFOs face specific challenges not found in the for-profit sector, from restricted funding to managing donor expectations. This group will address these unique issues with tailored, actionable advice.

• Impact: By solving issues more effectively, CFOs can help the organization use funds more effectively, ensuring more resources go toward fulfilling the mission.

3. Strengthening Leadership and Influence Skills

• Benefit: CFOs will refine communication and leadership skills needed to present financial strategies to boards, donors, and stakeholders.

• Impact: A more effective CFO can secure buy-in from key stakeholders, driving alignment on organizational priorities and strengthening the organization’s leadership team.

4. Networking with Peer Leaders

• Benefit: Participating CFOs will develop valuable connections with peers facing similar issues in nonprofits of different sizes and scopes. This network provides ongoing support and a sounding board beyond the group sessions.

• Impact: Access to a trusted network of peers can be a priceless resource when facing new challenges, and it can reduce the need for costly consulting in some cases.

5. Enhanced Compliance and Regulatory Knowledge

• Benefit: Nonprofit organizations operate in a complex regulatory landscape. CFOs will stay informed on trends and regulations affecting nonprofit finance, minimizing the risk of costly compliance issues.

• Impact: Proactive regulatory awareness can prevent financial missteps, reducing risks of penalties and preserving the organization’s public trust.

6. Professional Growth as a Retention and Recruiting Advantage

• Benefit: Investment in the CFO’s professional growth can enhance their satisfaction and engagement, as well as position the organization as a leader in employee development.

• Impact: An engaged, growth-oriented CFO is less likely to seek opportunities elsewhere, reducing turnover and related hiring costs. Additionally, it can attract talent who see the organization as supportive of professional development.

I am an aspiring Non-Profit CFO - can I join?

Aspiring Non-Profit CFOs (either CFOs in for-profit industries looking to transition to the non-profit space, or current non-profit Controllers/VPs looking for promotions), can sign up for a group on a case-by-case basis. Please schedule time on the calendar below to discuss further.

In discussions with dozens and dozens of non-profit CFOs over the past year, when describing their role, the one word that came up almost unanimously was ‘lonely.’ It’s a lonely job.

Welcome to the Non-Profit CFO Roundtable A group of like-minded non-profit finance leaders who meet regularly to discuss challenges and solve problems quickly.

I have enjoyed my time in the Non-Profit CFO Roundtable. The participants, along with the discussions we have had, have been exceptional. I feel I have both learned as well as offered my experience and expertise to the group members.

Why Join a Roundtable?

You'll Solve Challenges Together

You'll Learn From Other Non-Profit CFOs

You'll Learn From Other Non-Profit CFOs

You'll Learn From Other Non-Profit CFOs

You'll Learn From Other Non-Profit CFOs

You'll Learn From Other Non-Profit CFOs

You'll Build a Network of Trusted Colleagues

You'll Build a Network of Trusted Colleagues

You'll Build a Network of Trusted Colleagues

You'll Support Your Organization Better

You'll Build a Network of Trusted Colleagues

You'll Build a Network of Trusted Colleagues

I am always looking for thought partnership and innovative solutions to the unique financial and operational challenges we face. I have found invaluable insights from fellow CFOs that have helped me navigate complex issues in my role and within my organization. I highly recommend the Roundtable.

How the Roundtable Works

Who are the Groups for?

Who are the Groups for?

Who are the Groups for?

How are Groups sized?

Who are the Groups for?

Who are the Groups for?

Where do Groups meet?

When do Groups convene?

When do Groups convene?

When do Groups convene?

When do Groups convene?

When do Groups convene?

Being a part of the Roundtable has been a great experience. I am surrounded by fellow non-profit CFOs who understand the challenges that my organization and I face every day.

Here's a Screenshot from a meeting on September 26, 2024

The Roundtable has provided me an opportunity to discuss various challenges unique to non-profits with a strong group of CFOs with similar backgrounds. The conversations have been both valuable and thought-provoking.

FAQs

The Roundtable has been invaluable to me. It has helped me think through complex challenges from leaders in my own industry as well as outside of it. In our discussions, I have felt both comforted and also challenged by my peers.

Groups meet every other Thursday.

The Non-Profit CFO Roundtable has been an incredible resource for non-profit CFOs like myself, providing a unique platform for dedicated professionals from diverse non-profit backgrounds and geographical locations to convene.

If You're Ready to Join the Group, Here's the Next Step

Monthly Plan

Monthly Plan

Monthly Plan

Annual Plan

Monthly Plan

Monthly Plan

If You'd Like to Chat & Learn More, Here's My Calendar