Seminar – Financial Sustainability & Strategic Planning for Nonprofits

Description: In a world of constant change, preparation is key. Join us for a seminar where our experts will provide practical insights on navigating regulatory shifts, enhancing governance & mastering financial management at your organization. Uncover the keys to sustainability & long-term success in this seminar, designed exclusively for nonprofit leaders & board members.

Attendees of this seminar will:

• Learn the latest regulatory changes from the new administration & their impact on nonprofits
• Develop the skills to oversee financials effectively & identify red flags in financial reports
• Explore effective governance strategies to enhance organizational oversight
• Gain tips for managing budgets to help ensure a steady cash flow
• Discover best practices in financial planning to support organizational goals
• Review strategies for effective cash reserves management

Schedule:
8:30 – 9:00 AM – Breakfast & Networking
9:00 – 10:00 AM – Presentation

Hosted by: Mercadien’s Nonprofit & Human Services Group & Bernstein Private Wealth Management

Presented by: 

Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director & Co-Chair, Mercadien’s Nonprofit & Human Services Group, Evan Linhardt, Principal, Bernstein, Non-Profit & Foundation Advisory & Karyn Lyman, Client Advisor, Bernstein, Non-Profit & Foundation Advisory

If you have any questions about this event or would like more information, please contact us at [email protected] or 609-689-9700.

DISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.