2025 Minnesota Nonprofit Finance Conference

 
Event Detail
  • Date
  • May 19, 2025
  • 8:30 a.m. – 4 p.m. CT
  • Location
  • Eagan, MN
  • Hosting, Speaking
  • Recommended CPE
  • 5 credits (1 credit Finance; 2 credits Information Technology; 1 credit Personnel/Human Resources; 1 credit Behavioral Ethics)
  • Fees
  • $140/per attendee
Speakers

The agenda is finalized! Join us for an interactive day filled with vital content, CPE, and the opportunity to connect with nonprofit finance leaders from across the state. This conference will provide an overview of critical topics affecting nonprofit organizations today. 

Attendees will gain insights into:

  • Ethical leadership, 
  • Scenario planning in uncertain funding environments, 
  • Modernizing data management, 
  • HR compliance updates, and
  • Risk management and cybersecurity trends. 

We are excited to welcome you to our new location at the CLA Minneapolis Connection Center on the Viking Lakes campus in Eagan! The Viking Lakes campus is home to the Minnesota Vikings training facility and museum. The CLA Connection Center is a vibrant new space designed to empower our guests to learn, grow, and connect in a state-of-the-art facility. 

Who should attend  

This session is designed for local nonprofit finance professionals.

Schedule

8:30 – 9 a.m. — Breakfast and check-in

Breakfast and check-in

9 – 9:15 a.m. — Welcome

Opening remarks

9:15 – 10:05 a.m. — Scenario Planning in an Uncertain Funding Environment

Speakers: Kyle Roberts, Rebecca Field, Kelsey Vatsaas
1 credit Finance

The nonprofit revenue landscape has had its share of tumult the past five years, though most organizations came out of the pandemic with increased support and stronger balance sheets than ever before. While many organizations were planning for a "fiscal cliff" in 2025, as individual donor trends flattened, philanthropy priorities shifted, and pandemic-related government sources dried up, the cliff has come faster and looked different than many expected.

Hear updates on the status of government funding most impactful to nonprofits and walk through some strategies for scenario planning and budgeting. Learn how and where to engage your board as nonprofits enter a budget cycle where many revenue sources are unclear.

At the end of this session, you will be able to:

  • Recognize the current state of federal funding sources most impactful to nonprofits
  • Identify ways your organization can build scenario plans and budget models
  • Identify how you might create structure around what decisions you will make and when as the new reality emerges
10:05 – 10:55 a.m. — Modernizing Data Management at Midwestern Higher Education Compact

Speakers: Ben Aase, Patrick Connally, Susan Heegaard
1 credit Information Technology

Unpack the experience of Midwestern Higher Education Compact's (MHEC) journey to modernizing its data and technology environment. Through a case study format, explore common questions and challenges nonprofits face in beginning their digital journeys, including how to tackle data silos and accuracy, improve technology adoption, simplify complex data and reporting needs, and eliminate time-intensive manual processes.

Hear first-hand how MHEC is addressing this opportunity for transformation by establishing data a governance function, building a data warehouse, enhancing reporting capabilities, improving use of CRM, and investing in long-term internal digital fluency and capacity.

At the end of this session, you will be able to:

  • Describe the importance of data to mission and components that make for a sound data strategy
  • Recognize how adopting a digital strategy can further advance your nonprofit's mission and goals
  • Recall real life challenges, mistakes, and learnings from an organization on its own data journey
10:55 – 11:10 a.m. — Break

15-min break

11:10 – 12 p.m. — HR and Tax Hot Topics

Speakers: Josephine Bishman, Michelle Kohls
1 credit Personnel/Human Resources

In this session, participants will gain an understanding of recent changes to Minnesota statutes regarding pay transparency and Minnesota earned sick and safe time (ESST). This update will cover legislative developments and provide practical insights on how these changes impact HR practices and payroll tax topics. Attendees will leave with a clear understanding of compliance requirements and strategies to effectively implement these changes within their organizations.

At the end of this session, you will be able to:

  • Identify the implications of these changes on HR practices and payroll tax topics
  • Explain recent changes to Minnesota statutes regarding pay transparency and Minnesota earned sick and safe time 
  • Identify strategies for compliance with the new regulations and effectively manage HR processes
12 – 1 p.m. — Lunch

Lunch and networking

1 – 1:50 p.m. — This Is Why We Can’t Have Nice Things – The Ramifications of Nonprofit Leaders Behaving Badly

Speakers: Emmett Robertson, Marcus Pope
1 credit Behavioral Ethics

Unfortunately, in the past few years there have been some high-profile nonprofit leaders behaving badly in Minnesota. This presentation will walk through some of the lessons learned from Feeding Our Future and others making the news in Minnesota.

At the end of this session, you will be able to:

  • Recognize the ethical implications and lessons learned from recent high-profile cases to promote integrity and accountability in nonprofit leadership
1:50 – 2:40 p.m. — Risk Management and Cybersecurity Trends: Safeguarding Your Organization and the Digital Frontier

Speakers: Jake Taylor, David Anderson
1 credit Information Technology

Learn how your organization can use common practices to identify, understand, and mitigate your organization’s risks. Dive deeper into cybersecurity trends and methods commonly used to mitigate cyber risk.

At the end of this session, you will be able to:

  • Review common approaches used to identify risk in your organization
  • Recognize the latest trends in cybersecurity risk
  • Recall ways to mitigate risk – both across your business processes and your IT environment
2:40 – 3 p.m. — Closing

Closing remarks

3 – 4 p.m. — Social hour

Social hour and networking

Location

CLA Minneapolis Connection Center 
2685 Vikings Circle
Eagan, MN 55121

Please RSVP by May 9.

CPE

Recommended CPE: 5 credits (1 credit Finance; 2 credits Information Technology; 1 credit Personnel/Human Resources; 1 credit Behavioral Ethics)
Prerequisites: None 
Program level: Overview 
Advance preparation: None 
Delivery method: Group Live
View CPE sponsorship information  

Register for this event

For more information:
Kelsey Meyer
Marketing Coordinator

Experience the CLA Promise


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