Developing and implementing the financial path of nonprofits is thoughtful work.  Our panel of professional advisors invites you to join the conversation on optimizing your organization’s finances. Panelists include:

• Keith Hiatt, CAP, AEP, CAP
  Partner, Breslow Starling
  https://breslowstarling.com/attorney/keith-hiatt-cpa-aep-cap/

• Dennis Stearns
  Senior Wealth Management Advisor
  Stearns Financial Group
  https://stearnsfinancial.com/dennis-stearns.html

Potential Topics:

• Understanding audits & 990 Forms.

• Developing an active annual budget that informs and delights the leadership team, the board, and the person in charge of updates and cash flow.

• Monthly closes.

• Document retention policies.

Online Via Zoom