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CFO & Finance Staff Roundtable

February 15th, 2023
10:00AM to 11:15AM
Zoom - information to be emailed
Grantmaker, Philanthropic Advisor
Event type:
Network Meeting
Member fee:
Base fee:

Please join us for the first CFO Roundtable meeting of the year.  Based on your input, this meeting will focus on apps/tools/platforms/software we use to enhance our work.  This is a peer led session, and depends on volunteer energy to share what you know!  Please contact Jessica Berns if there is an app you’d like to share with the group and/or learn about.  We'll look at the apps you are using, why you decided to use it, and the benefits you've observed. Note the focus will not be on grantmaking software or systems, but other tools we use in our roles as CFOs and Finance Directors. 

Roundtable 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.

About the Network:

The CFO Roundtable 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. 

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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