Name
Not-for-Profit Session: Is Your Finance Function Ready for What’s Next? A Practical Self-Diagnostic for Nonprofits
Date & Time
Wednesday, August 19, 2026, 2:15 PM - 3:15 PM
Jason Sturdevant Tracy Bowers
Description

Is your finance function equipped to support both today's operational demands and tomorrow's strategic priorities? This session helps nonprofit finance professionals, executive leaders, and board-facing finance teams evaluate organizational readiness by distinguishing between a Fiscal Scan, which assesses financial health and sustainability, and a Financial Diagnostic, which evaluates finance operations across people, process, technology, controls, reporting, documentation, and readiness. Using a practical self-assessment framework, participants will learn to identify warning signs, prioritize improvements, assess financial and operational performance, and determine which finance-related insights should be elevated to leadership and the board.

Virtual Session Link
FEF Session Type
MarshMcLennan Agency