Build a solid financial future for your nonprofit! Dive into expert insights on navigating funding challenges, strategic financial planning, and ensuring long-term sustainability. Join us to gain valuable insights and strategies for securing your nonprofit's financial foundations!

What was discussed?

How to ensure financial sustainability in a changing economic landscape

Key financial metrics nonprofits should track to ensure long-term sustainability and growth

The importance of board governance and financial oversight in ensuring financial health and sustainability

How nonprofits can approach budgeting and financial planning

Common financial challenges nonprofits face, and how to overcome them

Key action items nonprofits should prioritize to establish a strong financial foundation

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Meet the panelists

Fred Wezeman

CFO Strategic Advisor at Jitasa

LinkedIn

Fred joined Jitasa as a CFO Strategic Advisor in May 2023 bringing over 10 years of financial management experience in nonprofit organizations.  His previous role as director of finance spreads across multiple organizations.  This experience has given Fred an opportunity to lead fiscal responsibility among a wide spectrum of programming that includes low-income housing development, early childhood education, adoption services and behavioral health counseling.  Prior to nonprofit work, Fred held various positions within banking and insurance.  His extensive leadership experience is augmented by an MBA and an undergraduate degree in accounting.

Karen Houghton

CEO and Founder at Infinite Giving

LinkedIn

Karen Houghton is the CEO of Infinite Giving and a Nonprofit Investment Advisor. Karen leverages her deep nonprofit expertise to bring modern cash management to nonprofit organizations all over the US. She advocates for organizational sustainability through better financial management, strategic access to curated investment practices, and increased stock, crypto, and DAF giving.

Payden Vanhoose

Product Marketing Manager at Everlance

LinkedIn

Payden began her career in non-profit communications but quickly fell in love with scrappy startups. As a Product Marketing Manager at Everlance, her passion for social good is evident as she assists mission-driven organizations leverage technologies, like automatic mileage tracking, to maximize their impact while saving time and money.

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