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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Nonprofit Financial Roundtable Series


Again in 2017, approximately 20 CliftonLarsonAllen (CLA) offices across the country will host quarterly roundtable discussions for nonprofit executives. These informal peer-to-peer meetings provide nonprofit leaders the opportunity to share insights and ideas on timely topics. The sessions are ideal for CFOs, controllers, financial managers, board members, trustees, audit committee members, and other nonprofit decision makers.

More than 1,500 nonprofit leaders participated in CLA nonprofit roundtables in 2016. Participants discussed best practices for communicating financials, fraud, the affordable care act, and the intricacies of Form 990.

Four roundtable topics for 2017

Building on our momentum, we will offer four new topics in 2017:

Watch our event calendar to learn more about a roundtable near you, or sign up to receive our electronic invites to these events.