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Finance Meets Fundraising: How to Diversify Income & Scale-up Your Nonprofi...

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SUM Innovation

40 West 27th Street

Floor 5

New York, NY 10001

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Good financial reporting and analysis can help nonprofit leaders understand their organization’s health and monitor progress towards key milestones. But if revenue targets fall short, or if certain revenue models aren’t actually scalable, the need to address these issues goes well beyond accurate financial statements and back-of-the-napkin projections. A strong integration between your nonprofit’s finance and fundraising functions is critical for growth.

Join us on Wednesday, October 25th, from 9 am - 10:30 am at the offices of SUM Innovation (Flatiron, NYC) for “Finance Meets Fundraising: How to Diversify Income & Scale-up Your Nonprofit.” This is an intensive workshop designed to help you:

  • Improve your accounting & budgeting processes.
  • Assess the scalability of your income sources.
  • Develop new strategies to raise unrestricted income.
  • Weigh your potential to raise more money from individuals.
  • Engage your board in clear fundraising initiatives.
  • Leverage technology to improve your finance and fundraising capabilities.

NOTE: Complimentary coffee, tea, bagels, fruit, and yogurt will be served.

ABOUT OUR SPEAKERS:

Gregory Cohen joined Cause Effective as a Senior Associate in 2006, and became Associate Director in 2016. He has provided coaching and training to the board and staff of hundreds of clients, primarily in the areas of fundraising planning, individual donor development and governance. He specializes in converting resistant boards into becoming competent and effective fundraisers. For over 30 years, Greg has worked with a range of nonprofits including establishing six start-ups in areas as diverse as youth development, energy efficiency, global health and low income cooperative housing. Greg founded and ran Comprehensive Development, Inc. at Manhattan Comprehensive Night & Day High School, for 11 years, where his fundraising strategies brought the organization’s private fundraising up to $1 million annually. He also ran the housing development program at the New York Urban Coalition. Greg holds a BA from Union College and is a certified trainer in nonprofit ethics with the Institute for Global Ethics. He has been an instructor on "Fundraising For New Nonprofit Ventures" at NYU's Wagner School, and is a Vice Chair of the Nonprofit Coordinating Committee of NY and a member of Coro’s Leadership NY II.

Scott Brown After a rewarding enlistment in the US Air Force, Scott finished his degree work at Pace University and started his business career as a Financial Analyst at IBM. For the vast majority of his career Scott has worked in a wide-variety of nonprofit roles including Divisional Finance Director for the Philadelphia School District, Director of Finance and Administration for New York States largest member-supported nature preserve and Director of Operations for one of the premier transatlantic business organizations in the U.S.. Scott brings over 32 years of leadership experience and nonprofit expertise to his current position as VP of Accounting and Nonprofit Services at SUM Innovation.

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Date and Time

Location

SUM Innovation

40 West 27th Street

Floor 5

New York, NY 10001

View Map

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