The CFO’s Guide to Strategic Planning
12:00 PM - 2:00 PM EDT
New York, NY 10019 United States
JMT’s CEO, Jacqueline Tiso, along with John Davidoff, Russell Pomeranz, and John Alfonso will reprise our most loved INNOVATE 2019 session on strategic planning for nonprofit finance leaders.
The scope of the nonprofit finance leader’s role is constantly expanding. You now have to balance the duties of accounting while playing a transformational role in driving your organization’s strategy. Due to these expanded responsibilities, there is a tension between financial and strategic roles and an intensified need for better data to inform decision-making.
Join our panel of experts as they discuss how you can overcome this tension to spend less time on accounting tasks and invest more time developing a strategic plan for your organization. In this session, you will learn about the 4 roles for strategic CFOs – The Responder, The Challenger, The Architect, and The Transformer – and discover answers to questions such as:
- How will your organization differentiate itself to deliver its mission?
- What management systems and processes are required to succeed?
- What is mission-driven strategy?
- How can the CFO role contribute to a mission-driven strategy?
Eligible for 1 CPE credit hour, and ticket price includes lunch served by Murray’s Cheese!
MEET THE PANELISTS:
Founder and CEO, JMT Consulting
Jacqueline is a frequent speaker on financial management and Cloud (SaaS) technology and is regularly called upon for her expertise by the media and as a conference speaker. As a visionary, Jacqueline continues to think years ahead – anticipating where technology is going – and what the impact and changing needs of nonprofits will be. Several years ago, JMT migrated most of its internal systems to the Cloud, and after experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits ever since.
Jacqueline has over twenty-five years experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. From her hands-on experience, she has helped organizations in assessing problems and executing a solution. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting.
Partner and Not-for-Profit and Education Industry Leader, CohnReznick
John Alfonso is a partner in CohnReznick’s New York office and the leader of the firm’s Not-for-Profit and Education Industry Practice. He has more than 30 years of experience providing audit, accounting, tax, and advisory services to not-for-profit organizations.
As the leader of CohnReznick’s Not-for-Profit & Education Industry practice, which works with over 1,700 organizations nationwide, John ensures that the Firm’s not-for-profit professionals possess the experience and resources necessary to deliver the timely, high-quality, and cost-effective services that are the hallmarks of CohnReznick.
A frequent panelist and lecturer on not-for-profit accounting standards, board governance, risk management, and information technology, John is committed to keeping the Firm’s personnel, clients, and contacts informed about best practices and relevant industry developments. Serving in a variety of client service roles, John’s clients have included community development corporations, educational institutions, faith-based organizations, governmental entities, museums, private foundations, professional and trade associations, and social service agencies.
Founder and Chief Mission-Driver, Davidoff Mission-Driven Business Strategy
Founded in 2005, Davidoff leads nonprofits, businesses and associations with its proprietary Mission-Driven™ branded methodology to increase mission impact, drive revenue, and build meaningful relationships with members, donors, partners, sponsors, and other stakeholders. John is recognized nationally for facilitating engaging and productive group strategic planning processes and trainings, and for his executive coaching, sales management, and corporate partnerships consulting. An exceptional negotiator, he is known for building high-performance teams.
John is a founding board member and secretary of the Wright Foundation for the Realization of Human Potential. He is a graduate of the Park School of Communications at Ithaca College in New York. John completed his master’s degree in Transformational Leadership and Coaching at the Wright Graduate University for the Realization of Human Potential and is currently studying for his doctorate.
President and CEO, Claverack Advisory Group
Russell Pomeranz has 30 years of experience connecting non-profit mission to financial sustainability. While currently President and CEO of the Claverack Advisory Group, a consulting firm, Pomeranz learned from his experience as COO/CFO of the Vera Institute of Justice, director of finance at the Council on Foreign Relations, CFO at Spence Chapin Services to Families and Children and Business Manager at the Maret School where he also taught Geometry.
Pomeranz is President emeritus of several nonprofits including the Columbia County Historical Society and Workforce Professionals Training Institute (WPTI), treasurer of Jobpath, and Advisory Board member of the Berkshire Taconic Community Foundation Center for Non-Profit Excellence. Articles and whitepapers related to the non-profit financial function have been published in the New York Times, CPA Journal, Chronicle of Philanthropy and Blackbaud. He has a degree in economics from Haverford College and an MBA from the University of Michigan.