Finance Staff

10 Apr 2025

2025 Financial Series: Reframing Financial Due Diligence

Thursday, April 10, 2025 -
9:30am to 12:30pm
The Program During this session, we will focus on a participatory discussion on revising language, practice, and purpose for an increasingly values-aligned and grantee-centered process. Grantmakers can often articulate resonant, relevant values that...
27 Mar 2025

2025 Financial Series - Introductions to Financial Statements

Thursday, March 27, 2025 -
10:00am to 12:00pm
The Program In this primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. This session will provide a foundational understanding of nonprofit financial...
14 Nov 2024

Foundation Financial Managers Group - November Meeting 2024

Thursday, November 14, 2024 -
9:00am to 10:30am
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...
08 Nov 2023

Foundation Financial Managers Group - November Meeting

Wednesday, November 8, 2023 -
3:30pm to 5:00pm
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...
02 Nov 2023

Acknowledging Inflation in our Grantmaking Practice - for CEOs, CFOs, and Trustees

Thursday, November 2, 2023 -
10:00am to 11:30am
While inflation has always existed, the accelerated pace of recent price increases highlighted how the "purchasing power" of a grant can drastically reduce over time: a $50,000 grant in the year 2000 is very different from what the same amount can...
01 Nov 2023

Shifting to Build More Equitable Practices - From Grantmaking to Evaluation to Vendor Relationships

Wednesday, November 1, 2023 -
2:00pm to 3:30pm
The act of shifting philanthropic practices resides across your entire organization. Join a panel of your peers who have been able to shift their way of working in order to build something new or open up a new possibility in their work. From...
27 Jul 2023

Foundation Financial Managers Group - July Meeting

Thursday, July 27, 2023 -
9:30am to 11:00am
Group: Foundation Financial Managers Group The Foundation Financial Managers Group is comprised of executives, officers and senior financial managers of private and community foundations in the tri-state (New York, New Jersey and Connecticut) area...
15 Mar 2023

The State of Philanthropy Tech and Implications for Our Workplace

Wednesday, March 15, 2023 -
2:00pm to 3:30pm
How common is it for foundation staff to be back in the office? What platforms and tools are others using for remote and grantmaking? How can I leverage peer benchmarking to advocate change within my organization? Please join us in this interactive...
26 Jan 2022

Flexing Your Biggest Muscle: Shareholder Engagement for Foundations

Wednesday, January 26, 2022 -
2:00pm to 4:00pm
There is increasing awareness about the importance of foundations having a positive impact with their investments by aligning their endowments with their grantmaking. Shareholder engagement is one way that foundations can influence a company’s...
23 Jun 2021

A New Frontier - Racial Equity in the Asset Management Industry Today

Wednesday, June 23, 2021 -
2:00pm to 4:00pm
Despite numerous studies showing that Black-owned asset management firms perform on par with, or better than, white-owned firms, Black asset managers continue to face inequitable barriers to accessing capital from institutional investors. Please...

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