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Recent and Upcoming FMA Training Events and Speaking Engagements
Accessing Working Capital
In the Summer of 2010, FMA hosted the Speakers' Series, Accessing Working Capital, at the Chicago Cultural Center. Over 100 nonprofit executives attended the event, which focused on the best practices of building reserves, conversations with board members about accessing reserves, and the changing role of bankers and lines of credit. The panelists for the speakers’ series included Harry Wells, CEO from Chicago Youth Center, Denis Hurley, CFO from Metropolitan Family Services, David Crossett, a Board Member at Gads Hill Center, and Clare Golla from Shore Bank.
To read more about the event or download the event materials click here.
Leadership Through Innovation:
Business Solutions that Strengthen Nonprofits
In the Spring of 2010, FMA and ERE hosted an annual event for clients and close associates. This year's event featured keynote, Linda Gibbs, Deputy Mayor of Health & Human Services of NYC.
After Deputy Mayor Linda Gibbs shared the City’s view of innovation and its potential impact on the nonprofit sector, Gretchen Dykstra moderated a panel of speakers who represented a diverse perspective on innovative leadership – from a successful Executive Director who leads through innovation at his nonprofit, to an author who has published books on what works and doesn’t when it comes to innovation.
To read more about the event or download the event materials click here.
FMA presents “How to Be a Supportive Funder when the Economy is
Down”
FMA presented a web seminar titled, How to Be a Supportive Funder When the Economy Is Down, sponsored by the San Diego Grantmakers & Southern California Grantmakers, which provided a snapshot and comparison of how grantmakers
are addressing the current challenges nationwide. The seminar covered topics including the significance of the current economic environment, trends among funders’ responses, successful business models and modifications in the current environment, how to help grantees engage in scenario planning strategies and discussions of practical applications.
To watch the free on-demand web seminar recording
please click here.
The Nonprofit Economic Climate: Managing through the Downturn
With cooperation from the sponsors--The Clark, Robin Hood, and Tiger foundations-- we have made the tools and presentation available for free public download here.
Below is a list of past FMA events.
July 2009
July 14, 2009
Building on Quality, Strengthening Financial Management Initiative Launch, Chicago
FMA & The Wallace Foundation to present
July 21, 2009
How to Be a Supportive Funder When the Economy is Down, Webinar, San Diego
Hilda Polanco of FMA to present.
The recording is now available.
To view the web seminar, click here.
June 2009
June 12, 2009
Fundraising Day in NY, New York
Hilda Polanco of FMA to present
May 2009
May 13 & 27, 2009
The New Form 990 Series with GuideStar: Part 2 & 3, Live Webinars
Compensation and Fundraising
GuideStar and Hilda Polanco presenting -- Click here to learn more.
May 19, 2009
Creating Investment Policies For Your Nonprofit, Live Webinar
Risk Tolerance, Reserve Funds, and Portfolio Management Capacity
Russ Pomeranz of FMA and Scott Goldberg of ERE to present. To learn more about the teleconference click here. Use the Teleconference ID: 383489.
May 20, 2009
The 2009 Nonprofit Economic Climate: Managing through the Downturn, New York
Presented to NYRAG member foundations.
Hilda Polanco of FMA and Kristin Giantris of NFF to present
May 28, 2009
HANDS-0N TOOLS FOR MANAGING THROUGH TOUGH TIMES, New York
Presented with the United Way of New York City.
To learn more click here.
Hilda Polanco of FMA to present afternoon session.
April 2009
April 17 & April 20, 2009
Seminars In Nonprofit Excellence, NY, MA, and CT
"What Will Your Organization Look Like When the Economic Dust Settles? Financial Priorities & Processes"
Russ Pomeranz, Manager, FMA presenting
For more information and to register visit: www.berkshiretaconic.org
April 29, 2009
The New Form 990 Series with GuideStar: Part 1 of 3, Live Webinars
Governance
GuideStar and Hilda Polanco presenting -- Click here to register
March 2009
March 19, 2009
The 2009 Nonprofit Economic Climate: Managing Through a Downturn, Baruch College, NYC
Russ Pomeranz of FMA and Emily Guthman of NFF presenting
February 2009
February 19, 2009
PANO Meeting, hosted by the Girls Scouts of the USA, New York, NY
"Workplace Planning: HR Roles and Responsibilities"
Sue Southgate of FMA presenting.
February 26, 2009
State of the Philanthropic Union:
Meeting Effectiveness Challenges, New York, NY
"Making Tough Choices - Planning, Budgeting, Mergers & More"
Russ Pomeranz of FMA to participate on the panel.
January 2009
Janaury 20, 2009
CPA America, Live Webcast
"Increase your role as a business advisor: How your nonprofit clients can use benchmarks as a tool for measuring performance"
Presented by Hilda Polanco, Managing Director of FMA.
January 27, 2009
The 2009 Nonprofit Economic Climate Event, New York, NY
For Executive Directors and Program Officers of the Clark, Tiger, and Robin Hood Foundations
Presented by NFF and FMA.
January 29, 2009
The Wallace Foundation Bidders Conference, Chicago, IL
Building on Quality: Strengthening Financial Management in Out-of-School Time
December 2008
December 10 & 11, 2008
The 2009 Nonprofit Economic Climate Event, New York, NY
"Managing through the Downturn"
To learn more and view the complimentary webinar, click here.
Presented by NFF and FMA.
Upcoming 2011 Events:
Looking for the latest FMA Institute events and news? Click here
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