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CFO & Finance Staff Roundtable

Date:
December 13th, 2021
Time:
10:00AM to 11:15AM
Location:
Zoom - information to be emailed
Audience:
Grantmaker, Philanthropic Advisor
Event type:
Network Meeting
Member fee:
$0
Base fee:
$0

This meeting responds to a topic that comes up again and again in our CFO Roundtable meetings and on the listserv: the joys, trials, and tribulations of transitioning to digital processes and ensuring those processes don’t place our organizations under undue risk.

As our foundations increasingly shift finance and accounting processes to digital, what are the implications, including to access, equity, cyber security, internal control changes, and beyond?  In what ways do these shifts help us increase our impact in the nonprofit community?  Where do they fall short?

We will spotlight a few examples and engage in conversation with the goal of offering tips, ideas, and support.  We want to hear from you – what are your successes/challenges with an increasingly digital work environment?

If you are interested in providing an example of a shift to digital (success, failure, somewhere in between!), please contact Jessica Berns. We aim to briefly spotlight 3-5 examples.

About the Network:

Philanthropy Massachusetts convenes a CFO Roundtable for CFOs/ Finance Directors and other staff whose primary responsibility is the oversight of financial services for foundations, grantmakers and other philanthropy serving organizations. This peer community offers opportunities for colleagues to connect through informal discussions on topics unique to philanthropy and finance. 

Registration type: 
Normal registration
 

Zoom Instructions

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

Philanthropy Massachusetts has adopted these Community Guidelines for all programs.

Program Policies

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an Philanthropy MA staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, Philanthropy MA reserves the right to cancel your unpaid reservation. Philanthropy MA does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email Philanthropy MA staff at info@philanthropyma.org.

No SolicitationsPhilanthropy MA values knowledge sharing – connecting people with each other and with information. We strive to create a welcoming, collegial atmosphere at all of our events. We kindly ask program participants to refrain from soliciting other participants for business or grants while at events hosted by us, regardless of venue. 

AccessibilityTo inquire about accessibility of our programs, please email info@philanthropyma.org.

Media: Photographs and/or video may be taken at this event to support Philanthropy MA's efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.

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