Roundtable: Crafting Your Nonprofit and Government Financial Story

Conference Room Discussion
  • 3/5/2019 – 3/29/2019
  • Various Locations
  • Hosting Speaking

Take your organization’s financial narrative beyond the numbers to tell a financial story in a format that is relatable, accessible, and understandable to all of your stakeholders. This complimentary roundtable will focus on how financial professionals can more effectively share your nonprofit’s financial landscape with board members, leadership, and other decision makers who are less familiar with financial rules and regulations.

Our first nonprofit financial roundtable topic of 2019 will be offered at CLA offices across the country. See below for dates and locations, and join us at a complimentary roundtable near you.

Arizona - Phoenix

Friday, March 22
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
20 East Thomas Road, Suite 2300
RSVP to Kayla Greer

California - Los Angeles

Tuesday, March 12
12:30 – 2:30 p.m. (lunch and registration at Noon)
CLA
1925 Century Park East, 16th Floor
Century City
RSVP to Darian Royse

Florida - Lakeland, Orlando, and Tampa

Lakeland
Thursday, March 7
8:30 a.m. – 10:30 a.m. (breakfast and registration at 8:15 a.m.)
CLA
402 South Kentucky Avenue, Suite 600
RSVP to Tori Lehman

Orlando
Wednesday, March 13
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
420 South Orange Ave, Suite 500
RSVP to Sabbithry Persad

Tampa
Thursday, April 25
9 a.m. – Noon (breakfast and registration at 8:30 a.m.)
CLA
One Tampa City Center
201 North Franklin Street, Suite 2500
RSVP to Lori Gentry

Maryland – Baltimore 

Tuesday, March 12
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
1966 Greenspring Drive, Suite 300
Timonium
RSVP to Kristie Winand

Massachusetts – Boston and New Bedford

Boston
Wednesday, March 13 
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
The University of Massachusetts Club
One Beacon Street, Floor 32
RSVP to Theresa Fantasia

New Bedford
Tuesday, March 26
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
Waypoint Event Center
185 MacArthur Drive
RSVP to Raechel Grady

Minnesota — Minneapolis and St. Cloud

Minneapolis
Thursday, March 14
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
220 South Sixth Street, Eighth Floor Impact Center
RSVP to Shana Vachhani

St. Cloud
Tuesday, April 23
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
818 Second Street South
Waite Park
RSVP to Natalie Walters

New Mexico – Albuquerque 

Wednesday, March 13
8:30 – 10:30 a.m. (continental breakfast and registration at 8 a.m.)
CLA
6501 Americas Parkway NE, Suite 500 (One Park Square Building)
RSVP to Contina Nash

New York – New York

Wednesday, March 20
9:30 – 11:30 a.m. (continental breakfast and registration at 9 a.m.)
Nonprofit Coordinating Committee of New York
135 West 36th Street, 15th Floor
RSVP to Evelyne Marc-Charles

North Carolina – Charlotte and Raleigh

Charlotte
Friday, March 22
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
Children and Family Services Center, Inc.
601 East Fifth Street, Training Room One
RSVP to Sarah Schlagetter

Raleigh
Tuesday, March 12
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
4601 Six Forks Road, Suite 350 
RSVP to Emily Gurganus

Ohio – Akron and Toledo

Akron
Wednesday, March 13
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA (AES Campus Building)
388 South Main Street, Suite 403
RSVP to Kelly Unger

Toledo
Monday, March 25
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
One Seagate, Sixth Floor
RSVP to Stephanie Crow

Pennsylvania – Philadelphia

Wednesday, March 13
8:30 – 10:30 a.m. (breakfast and registration at 8 a.m.)
CLA
610 West Germantown Pike, Suite 400
Plymouth Meeting
RSVP to Melissa Smith

Texas – Dallas and Fort Worth

Dallas

  • Details to be announced

Fort Worth

  • Details to be announced
Virginia – Arlington

Wednesday, March 13
9 – 11 a.m. (breakfast and registration at 8:30 a.m.)
CLA
901 North Glebe Road, Suite 200 
RSVP to Artur Schaller

Washington – Tri-Cities, Wenatchee, and Yakima

Tri-Cities
Friday, March 15
Noon – 2 p.m. (registration at 11:30 a.m.)
CLA
1110 North Center Parkway
Kennewick
RSVP to April Sauve

Wenatchee
Thursday, April 25
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
517 North Mission Street, Suite B
RSVP to April Sauve

Yakima
Friday, March 8
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
610 North 39th Avenue
RSVP to April Sauve

Wisconsin – Madison and Milwaukee

Madison
Tuesday, March 19
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
JP Morgan
8401 Greenway Boulevard
Middleton
RSVP to Laura Stingley

Milwaukee
Wednesday, March 13
Noon – 2 p.m. (lunch and registration at 11:30 a.m.)
CLA
10700 West Research Drive, Garden Level Conference Room
RSVP to Kathleen Lange


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

  • Explain what information your organization wants to communicate in its financial reporting
  • Identify techniques for presenting and communicating financial information to provide a clearer picture of your financial landscape
  • Develop financial reports using a dashboard format

Who should attend

This session is designed for CEOs, CFOs, finance directors, controllers, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit and government organizations.

CPE

Recommended CPE: 2 credits Finance
Prerequisites: None
Program level: Basic
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.

Watch our event calendar to learn more about upcoming gatherings in your area, or sign up to receive electronic invitations to these events.