FINANCIAL SUSTAINABILITY & STRATEGIC PLANNING FOR NONPROFITS
Wednesday, February 5 | 8:30 - 10 AM EST Bernstein Office | 1735 Market Street, Suite 3800, Philadelphia, PA 19103
Join us for this in-person seminar, where you'll gain valuable insights to help you master financial management at your organization & achieve long-term success.
In a world of constant change, preparation is key.
Join us for a seminar where experts from Mercadien & Bernstein Private Wealth Management will provide practical insights on navigating regulatory shifts, enhancing governance & mastering financial management at your organization. Uncover the keys to sustainability & long-term success in this seminar, designed exclusively for nonprofit leaders & board members.
Attendees of this seminar will:
- Learn the latest regulatory changes from the new administration & their impact on nonprofits - Develop the skills to oversee financials effectively & identify red flags in financial reports - Explore effective governance strategies to enhance organizational oversight - Gain tips for managing budgets to help ensure a steady cash flow - Discover best practices in financial planning to support organizational goals - Review strategies for effective cash reserves management
1 CPE Credit in Specialized Knowledge is offered.
Refund/Cancellation Policy: Since this program will be presented free of charge, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies, please contact our office at 609-689-9700 or email solutions@mercadien.com.
PRESENTERS
LOVEPREET BUTTAR
Managing Director & Co-Chair, Mercadien's Nonprofit & Human Services Group
EVAN LINHARDT
Principal, Bernstein, Nonprofit & Foundation Advisory
KARYN LYMAN
Client Advisor, Bernstein, Nonprofit & Foundation Advisory
SCHEDULE
8:30 - 9 AM Registration & Breakfast 9 - 10 AM Presentation
LOCATION
Bernstein Office 1735 Market Street, Suite 3800, Philadelphia, PA 19103
