Washington, D.C. Rise & Learn

Thursday, September 18 | 8:30 am - 11:00 am EST
Religious Action Center, Washington, D.C.

Strategic Growth & Financial Sustainability: Building a Future-Ready Nonprofit

In today’s fast-evolving landscape, nonprofit organizations must proactively strengthen their financial strategies to support long-term growth and mission impact. This in-person seminar brings together a panel of industry experts and nonprofit executives who will share forward-looking strategies and practical tools for building a financially sustainable organization.

Whether you’re navigating member expectations, diversifying revenue streams, or adapting to operational changes, this session will provide guidance to help you lead with confidence.

Topics will include:

  • Industry trends shaping nonprofit financial strategies
  • Best practices in scenario planning and cash flow forecasting
  • Leveraging financial technology to drive agility and strategic decision-making
  • How structured investment policies support consistent, mission-aligned financial choices

Join us to connect with peers, hear from experts, and walk away with actionable ideas to position your organization for sustainable success.

This session is eligible for 1.5 CPE credits.

Location

Religious Action Center

2027 Massachusetts Avenue, NW

Washington DC 20036

Buu-Linh Tran – JMT Consulting

Matt O’Lone – Raffa Investment Advisers

Steve Marconi – Rogers & Co.

Maria Georges – First National Bank

Coming soon!

  • Identify current industry trends and external factors impacting nonprofit financial sustainability in 2025 and beyond.
  • Apply practical techniques in scenario planning and cash flow forecasting to strengthen long-term financial resilience.
  • Review financial technology tools and investment policy frameworks that can enhance agility, transparency, and mission alignment.
Event Tags: Rise and Learn