Charitable Advisor's Bryan Orander and Brooke Tichenor will lead you through the processes and timeline of a successful nonprofit leadership transition. Presented by Charitable Advisors.
An opportunity to meet one-on-one with a CPA for free, confidential guidance on your nonprofit's finances. Bring questions on bookkeeping, budgeting, financial statements, Form 990, audit readiness, or board reporting.
Boards that lead with purpose empower high-performing committees. In this session, individuals seeking to maximize productivity through board committees will learn common structures and leading practices for effective committee functionality...
Explore AI practicality and how to start small with large impact; Financial stewardship (cash, controls, and risk); Enterprise risk management; Financial fraud in NEP sectors; and Accounting standards and tax...
Gain strategies for writing clear, persuasive, and competitive grant proposals. Learn key components including problem statements, program descriptions, outcomes, and budgets.
A free, practical look at the top 10 trends shaping charitable planning right now, led by Forbes charitable tax columnist Bryan Clontz, with CLE and CFP credit pending. Designed for...
A deep dive into next year’s tax updates, featuring thought-provoking conversations and essential topics that empower your financial and business strategies, covering the critical personal, business, and international aspects of...
Facing unworkable expectations from board members, unrealistic demands from donors, and a lack of support from CEOs, too many fundraisers face burnout. Learn evidence-based strategies to prevent fundraiser fatigue.
A discussion on how data, AI, and technology can help advancement teams uncover major gift potential within their mid-level donor base, strengthen donor pipelines, and make more strategic fundraising decisions.
This interactive, two-day workshop will certify participants in Level I of the Simplex creative problem-solving process and introduce practical tools for defining challenges, generating ideas, evaluating solutions, developing implementation, and...
