April 26th, 2022







About the Nonprofit Finance Leaders Forum

The nonprofit finance space is changing, but do you have the insight you need to drive innovation and transformation at your organization? Join fellow nonprofit finance leaders and industry experts for this one-day, complimentary virtual event where you will take away both insightful ideas and practical advice for nonprofit financial management.



April 26, 2022 08:00 am

Bringing AI to Life in the Nonprofit Finance Office

Katie McCloskey
Director, Product Management, Sage Intacct

Artificial intelligence is transforming nonprofit financial management.  As a nonprofit finance leader, AI can help your team streamline routine administrative tasks (like data entry and reconciliations) and allow more time to be spent on mission-focused strategic planning and activities. In this session, you will learn how to leverage technology to bring the AI advantage into your finance office operations.

April 26, 2022 09:00 am

Rethinking Reserves Strategies

Ben Aase
Principal, CliftonLarsonAllen

The COVID-19 pandemic has required organizations to lean on reserves in new ways to navigate otherwise impossible choices. It's been a decade since the Great Recession gave way to the last wave of "best practice" regarding financial reserves. A lot of organizations hadrebuilt their reserves, in many cases with increased sophistication. In this session, you will learn about practical tools that have emerged for revising reserve targets, as well as unpack the last decade and current credible frames of thinking regarding how reserves are built, accessed, and reinvested within your organization.

April 26, 2022 09:50 am


April 26, 2022 10:10 am

Gifts-in-Kind: The Road to Greater Transparency

Richard Cole, CPA
Partner, BKD

The FASB recently issued a new accounting standard on accounting for gifts-in-kind of nonfinancial assets. In this session, we'll go over the requirements of the new standard along with the accounting requirements for determining fair value for gifts-in-kind.

April 26, 2022 11:10 am

Panel Discussion: What the Best Nonprofit CFOs Do (and You Should, Too)


Joan Benson
Director, Nonprofit Industry Marketing, Sage Intacct 


Shari Freedman
Chief Financial Officer, Room to Read 

Karen Adame
Chief Financial Officer, Jumpstart, Inc.

David Korsak
Chief Financial Officer, Animal Legal Defense Fund

Michelle Naus, CPA
CFO, Tri-County Mental Health Services, Inc.

Nonprofit CFOs are under pressure to achieve so much: automate processes, improve productivity, create greater levels of transparency and visibility, enhance the governance of the organization, and strengthen the team’s decision-making and strategic focus. What do the best nonprofit CFOs have in common? Join our panel of experienced nonprofit CFOs as they share tips and best practices.

April 26, 2022 12:00 pm

Networking Break – Sponsor Roundtable Discussions

April 26, 2022 01:00 pm

Sage Intacct Product Tour for Nonprofit Organizations


Frequently Asked Questions

This event is complimentary.
This is a virtual event.
Yes, they will be available for on-demand viewing.
Nonprofit CFOs, Controllers, RevOps, Revenue Teams, Fast Growth Finance Teams
Yes, chat (Q&A) will be available during the sessions.
Yes, live discussions with our sponsors will be available via Zoom links during the networking break. You will also have the ability to chat with the sponsors in their booths in the exhibit hall.
Yes, Sage Intacct representatives will be available in our booth in the exhibit hall throughout the event.