5 Change Management Recommendations Every Nonprofit CFO Must Know

Thursday, July 16 | 3:00 pm - 4:00 pm EST
Online Webinar

When organizational change or leadership transitions hit a nonprofit, finance leaders are the first to feel the impact. Join JMT and AST-Strategies for a session where we reframe change management as a critical financial responsibility, moving you from a passive bystander to a strategic anchor. Discover 5 proven recommendations every CFO must deploy to stabilize operations, protect cash flow, and maintain team momentum when the organizational ground begins to shift.

Learning Objectives

  • Identify common operational indicators of organizational instability before they escalate into larger organizational challenges.
  • Deploy 5 actionable strategies to maintain financial and operational continuity during major transitions.
  • Equip finance teams with practical tools to maintain clarity and decisive momentum through uncertainty.

Participants in this webinar are eligible to receive 1 CPE credit.

Alison Teitelbaum

Alison Teitelbaum, MS, MPH, CAE, is the Founder and Principal Consultant of AST Strategies, where she works with nonprofit organizations, boards, and executive teams on strategy, governance, leadership continuity, and organizational effectiveness. A former C-suite association executive, Alison brings experience helping organizations navigate periods of transition, uncertainty, and operational complexity while strengthening alignment between governance and day-to-day execution.

Known for her practical and candid approach, Alison focuses on the organizational dynamics that affect decision-making, strategic follow-through, operational clarity, and long-term sustainability. She regularly facilitates board and leadership discussions, strategic planning initiatives, governance development work, and executive education sessions for nonprofit organizations and associations nationwide.

Buu-Linh Tran

Buu-Linh Tran is SVP with JMT Consulting. She brings over 30 years of experience in public accounting and consulting, with deep expertise in financial systems and technology transformation. She has worked closely with clients across a wide range of industries—most notably the nonprofit sector—helping organizations optimize their finance operations through tailored technology solutions.

Her core focus areas include financial system implementation, support for leading ERP and FP&A platforms, integration with existing applications, and strategic consulting in Financial Planning and Analysis (FP&A). Buu-Linh frequently partners with executive leadership—CEOs, CFOs, CIOs, and senior finance teams—to guide them through financial system selection, business process improvement, and digital transformation initiatives.

Event Tags: CPE Webinar, Webinar