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AICPA Not-for-Profit Industry Conference 2020

NOT20SS02 - CFO's Guide to Strategic Planning

Nov 20, 2020 11:00am ‐ Nov 20, 2020 11:50am

Standard: $49.00


The scope of the Nonprofit Finance Leader's role is constantly expanding. You now have to balance the duties of accounting while playing a transformational role in driving your organization's strategy. Due to these expanded responsibilities, there is a tension between financial and strategic roles and an intensified need for better data to inform decision-making.

Join JMT Consulting's Founder and CEO, Jacqueline Tiso to learn how you can overcome this tension to spend less time on accounting tasks and invest more time developing a strategic plan for your organization. In this session, you will learn about the 4 roles for strategic CFOs - The Responder, The Challenger, The Architect, and The Transformer - and discover answers to questions such as:

• How will your organization differentiate itself to deliver its mission?

• What management systems and processes are required to succeed?

• What is mission-driven strategy?

• How can the CFO role contribute to a mission-driven strategy?

Learning Objectives:
  • Understand how to define a mission-driven strategy
  • Determine how the CFO can contribute to a mission-driven strategy


Category: General Session (Online)

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