2020 Nonprofit Finance & Sustainability Conference

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2020 Finance Conference - 1100x260

Breakout Sessions

More sessions still coming!

Amplify Your Impact Through People Practices
People are often described as an agency's key differentiator. The hard and soft costs of your people practices can make or break your agency's sustainability. Attend this session to learn how to mitigate risk factors, proactively address employment-related issues, and create a desirable workplace culture.
Kelly Rietow, principal, Roo Solutions, LLC

Finance, Inclusion, and Equity
What role can your finance staff, policies, and practices play in creating an inclusive work environment and supporting your organization’s broader equity work? In this highly interactive session, you’ll deepen your understanding of the critical role that finance can play in creating equitable outcomes, all while sharing and learning from your peers. 
Craig Warren, vice president of enterprise solutions, Minnesota Children’s Museum

Financial Crisis to Sustainability: A Case Study

In an environment of increasing costs and flat revenues, how do nonprofit leaders sustain organizational mission? Join us for a front row seat on how a community dental clinic addressed a deep financial crisis with a combination of analytical rigor, curiosity, creative thinking, constituent engagement, and thoughtful implementation. You'll learn approaches to seeing your organization with a new lens to find opportunities you did not realize existed, as well as the critically important ways you must engage a broad range of stakeholders in planning and implementing change. See how, in the midst of reducing expenses, we managed to increase wages and employee engagement to address workforce recruitment and retention challenges. You will also learn how to sustain a perspective of curiosity and openness in order to continuously evolve the organization to better serve your mission.
Karen Kleinhans, chief executive officer, and Phil Lacher, chief financial officer, Community Dental Care

Help! I’ve Been Elected Board Treasurer

Were you just elected board treasurer and you’re not sure what to do? Are you an executive director who has a new board treasurer and they need some finance skills to carry out their role? Or are you a board chair who convinced your friend on the board to be the treasurer, and now you need to create a financial game plan for the board? This session is geared toward helping new treasurers be successful in their new role on the board. Presenters will cover handy tools and practices that can help board treasurers develop finance skills, ask strategic financial questions, lead board development in finance, and keep the numbers connected to mission.
Mario Hernandez, director of strategic services, Propel Nonprofits, and Amanda Ziebell Mawanda, strategic services consultant, Propel Nonprofits

Trivia Time: Interactive Multiple Choice Accounting Topics
Today’s trivia will feature advanced accounting topics. Bring your cell phone to play along for a chance to win prizes. Topics will be introduced multiple choice trivia style with additional context added after questions and answers. This will be an action packed, high level session designed to highlight key advanced accounting issues but not dredge through the details of each.
Steve Anseth, partner, Nonprofit Services Leader, Abdo Eick and Meyers, LLP and Becky Johnson, financial manager, WomenVenture

Town Hall: Quickbooks Roundtable
Join this session to engage in peer-to-peer learning about some of the most pressing topics related to using QuickBooks. Whether you’d like to get answers about QuickBooks Online or share tips about Desktop, brainstorm how to create your dream report, ponder integrated apps, capture information about your gala, figure out how the heck to track restricted funds, or discuss other pressing issues with QuickBooks, this is the session for you. Come together to talk with other QuickBooks users. Leave with new tips for making your daily work easier.
Speakers still to come

Town Hall: IT/Tech Roundtable
If you want to sit back and listen to a “sage on the stage” this session is not for you. In a facilitated roundtable discussion, you will have a chance to talk with peers from small-to-medium sized organizations. Compare notes on strategic issues like how to choose tech tools, when to hire a consultant, and how to foster a tech-positive culture with high user adoption. We will pay special attention to the types of technology that support the finance function, but will steer away from questions (or gripes) about specific tools.
Karen Graham, director, Idealware and director of capacity building, Tech Impact and Luciano Patiño, information technology and data manager, Propel Nonprofits

UBI: Beyond the Basics
UBTI, UBI, and UBIT all refer to the same thing – unrelated business income. Increasingly, nonprofit organizations are being impacted by this phenomenon. Instead of focusing on theory, this information-rich session will go beyond the basics and discuss areas that are common for most nonprofit organizations. We will review the differences between sponsorship and advertising income, dive into specifics of qualified transportation fringe benefits, and examine other types of unrelated business income.
Stan Ponkin, Senior Tax Accountant, CliftonLarsonAllen

Sponsored by:

Bremer Bank                          CLA

Hosted by:

Propel Nonprofits                     MCN Logo