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AICPA Not-for-Profit Industry Conference 2020

NOT2036 - The CFO Is In: Financial Health

Jun 23, 2020 2:30pm ‐ Jun 23, 2020 3:20pm

Standard: $49.00


It is said "No margin no mission". Financial health and sustainability are critical to an organization's ability to fulfill its intended purpose. This interactive session will explore ways to improve financial wellness, identify indicators to measure financial strength and establish must have policies and procedures that organizations should adopt to achieve and maintain its financial well-being. Ways in which to communicate an organization's financial sustainability to its key stakeholders will also be addressed.

Learning Objectives:
  • Identify the fundamental challenges with respect to financial sustainability
  • Select solutions to achieve financial health
  • Understand how to use financial indicators to measure and monitor financial wellness


  • David M. Rottkamp, CPA, Partner, Nonprofit Practice Leader, GRASSI
  • Amy West, CPA/CGMA, Executive Vice President & Chief Financial Officer, AHRC New York City
Category: Concurrent Session (Online)

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