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Finance

Join PKF O’Connor Davies’, Chris Petermann, CPA and Partner, who will lead this webinar for both Finance Directors and Program Officers to learn more about these new guidelines and how they will affect both your foundation and your grantees.

Audience: All Funders
Topic: Finance

A conference for CEOs, executive directors, CFOs, trustees, finance and investment committee members.

Topic: Finance
During the webinar we will explore the rationale for exemption of nonprofits and foundations, review current threats to tax exemption including challenges to property tax exemption and payments in lieu of taxes (PILOTS), and explore what state associations and regional associations can do to protect exemptions.
Audience: All Funders
Topic: Finance

Join us and learn more about how rating agencies such as Standard & Poor’s come up with their bond ratings.

Audience: All Funders
Topic: Finance
During this webinar, we will discuss state budget trends, explore why foundations and nonprofits have shown they care about this fundamental issue, and what solutions our colleagues are developing to prevent budget crises and government shutdowns in the future.
Audience: Executive Staff
To ensure long-term sustainability in today’s challenging environment, it is critical that nonprofit leaders understand their organizations’ business models, create long-term financial plans, and mitigate external risks through the accumulation of operating reserves. In this workshop, we will explore how funders can fully understand a grantees’ capacity for fiscal strategy around these and other complex issues.
Audience: All Funders
Topic: Finance
Intended for staff of grantmakers either new to the grantmaking world or in need of a refresher in financial analysis, this session will provide a solid introduction to understanding and analyzing nonprofit financial health.
Audience: All Funders
Topic: Finance

At this luncheon, Ronan Ryan will share the story of IEX, founded in 2012 by Brad Katsuyama, Ronan and a team of market structure experts with backgrounds in exchanges, brokerages and high-frequency trading. This luncheon session is a program of CNJG’s biennial Investment Forum for Foundations and Endowments, scheduled for October of 2016.

Topic: Finance

This gathering will feature the investment perspectives of Morgan Stickler, senior vice president and senior portfolio manager at U.S. Trust Bank of America Private Wealth Management.

Audience: Executive Staff
Topic: Finance

This gathering of the Finance and Investment Affinity Group will feature the investment perspectives of Stephen Jury, managing director of JP Morgan Private Bank and the global head of fixed income, currencies and commodities specialists (FICC).

Audience: Executive Staff

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