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
Speakers
Buu-Linh Tran – JMT Consulting
Matt O’Lone – Raffa Investment Advisers
Steve Marconi – Rogers & Co.
Maria Georges – First National Bank
Agenda
Coming soon!
Learning Objectives
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.