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CFO & Finance Staff Network Meeting

September 19th, 2023
1:00PM to 2:15PM
Zoom - information to be emailed
Grantmaker, Philanthropic Advisor
Event type:
Network Meeting
Member fee:
Base fee:

Join your Peer CFO and Finance Directors for a Fall Meeting 

This meeting is organized around topics Network participants have recently identified as being especially relevant.  We will have time as a full group followed by smaller group conversation based on your interest.  

The four focus topics are:  

  • Identifying, vetting, and selecting new banks 
  • Developing and modifying grant agreements: options and approaches 
  • Employee Manuals 2023: creating, updating, and expanding 
  • Staffing up on the accounting side: fulltime, part time, internal, and external 

We hope you will come prepared to share your experiences and resources; listen and ask questions of your peers; and connect with new colleagues.  

About the Network:

The CFO Network is a space for CFOs, Finance Directors, and others with similar finance and operational roles to build community; exchange ideas and learnings; and support one another to be internal advocates to influence and advance racial equity within their institutions. 

Network participants co-created a Centering Vendor Diversity Resource List that was rolled out to the group in February 2022.  This list is meant as a continually evolving resource for those working in finance or operations related roles.  For access, please reach out to Jessica Berns.

We also have an active listserv. Contact Jessica to be added to the list.

Registration type: 
Normal registration

Zoom Instructions for Virtual or Hybrid Programs:

Zoom information: Zoom information for the program will be sent out to all registrants one week before AND in the afternoon of the business day before the session is scheduled to take place.  Please reach out to info@philanthropyma.org if you believe you are registered for this program and do not receive the link.

Registration & Program Follow-up Materials: Registration for the program will be closed at 2pm EST on the day before the program is scheduled to take place.  If you register after this point, you will be added to the waitlist and will be able to receive the program recording as well as all follow-up materials from the session.  For fee-based Nonprofit Partner programs, you can request these materials for a discounted rate.  Please note that it may take up to a week to prepare and disseminate those materials to all registrants.

Community Guidelines, Program Policies and In-Person Protocol:

Philanthropy Massachusetts has adopted these Community Guidelines & Policies for all programs.  

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