Finance & Asset Management

15 Apr 2025

The Art of Mergers, Acquisitions, and Other Collaborative Models for Nonprofits - Hosted by PNGP

Tuesday, April 15, 2025 -
2:00pm to 3:00pm
Join us for an informative discussion about the unique dynamics of the Mergers and Acquisitions (and more) space in the nonprofit sector, which will also address how the current policy and funding environment might escalate the demand for...
10 Apr 2025

2025 Financial Series: Reframing Financial Due Diligence

Thursday, April 10, 2025 -
9:30am to 12:30pm
The Program A participatory discussion on revising language, practice, and purpose for a values-aligned and grantee-centered process in a rapidly changing environment As the funding landscape and operating environment undergo rapid change, many...
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...
26 Mar 2025

Foundation Financial Managers Group - March 2025 Meeting

Wednesday, March 26, 2025 -
11:00am to 12:15pm
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...
06 Mar 2025

**POSTPONED** Using Philanthropic Assets beyond Grantmaking: Shareholder Engagement as a Tool to Drive Change

Thursday, March 6, 2025 -
3:00pm to 5:00pm
Please join us to learn more about shareholder engagement opportunities, including practical tools, strategies and resources to complement the work of partners on the ground and help drive more equitable outcomes across programmatic priorities.
29 Jan 2025

Using Philanthropic Assets beyond Grantmaking: Shareholder Engagement as a Tool to Drive Change

Wednesday, January 29, 2025 - 5:30pm
Please join us to learn more about shareholder engagement opportunities, including practical tools, strategies and resources to complement the work of partners on the ground and help drive more equitable outcomes across programmatic priorities.
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...
12 Jun 2024

Comprehensive Review of Form 990-PF and Avoiding Common Pitfalls - A Workshop Hosted by PKF O'Connor Davies

Wednesday, June 12, 2024 -
11:30am to 2:00pm
Join us to gain valuable insights into navigating and understanding this annual filing. Our industry specialists will provide a comprehensive page-by-page walk-through of the Form, explain what self-dealing is and how to avoid it, identify common...
18 Apr 2024

2024 Applied Financial Analysis for Program Officers: Two-Part Series

Thursday, April 18, 2024 -
10:00am to 12:00pm
In this two-part series, we aim to confirm and build participants’ knowledge of core nonprofit financial health concepts as well as explore how best to engage with nonprofit organizations throughout the grantmaking cycle. We will...

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