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2025 Not-for-Profit Symposium (Online)

June 3, 2025
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topic
2025 Not-for-Profit Symposium
Date and Time
June 3, 2025 | 9:00 am
time
9:00 am
length
3 hours
location
Webinar
cost
Free
Event Description:

Get ready for an insightful deep dive into the world of not-for-profit finance and management at YHB’s Annual Not-for-Profit Symposium.

What to Expect:

  • Timely Insights: Stay ahead of industry trends, challenges, and opportunities shaping the not-for-profit sector in 2025.
  • Expert-Led Discussions: Gain valuable knowledge from industry leaders and subject matter experts.
  • Professional Growth: Stay informed about regulatory updates and best practices to enhance your organization’s success.

This symposium qualifies for 3 hours of CPE.

 

Register now

* This is the webinar version of our symposium. To register for our in-person event, please check your email for an invite. *

Speaker(s):
Markisha Baker & Dorrie Franzello-Kurtz
YHB | CPAs & Consultants
The Future of Nonprofit Finance: Outsourcing, Technology & AI

Nonprofits are increasingly turning to outsourced accounting services and AI-driven financial tools to enhance efficiency and reduce overhead. This session explores what’s next in nonprofit finance and how leaders can stay ahead. Key insights we’ll be touching on include:

  • The benefits of outsourcing accounting and finance functions.
  • How AI and automation can streamline grant tracking, expense management, and compliance.
  • Evaluating when to hire in-house vs. when to outsource financial management.
Doug Taylor & Tim Hughes
Bean, Kinney & Korman
How To Deal with What Is (Or Should Be) Keeping You Up at Night

From regulatory hurdles to the ever-shifting landscape of workforce dynamics, today’s nonprofit leaders face a range of challenges that can threaten organizational success—or keep them up at night. This session offers a conversation on risk, resilience, and proactive strategies to help your organization navigate uncertainty and thrive.

Key discussion areas will include:

  • Understanding and managing regulatory compliance to reduce organizational vulnerability.
  • Addressing human resources and employment issues that impact culture, retention, and legal exposure.
  • Navigating governance challenges—from board management and financial oversight to real-life audit lessons.
  • Adapting to change, including technology shifts, generational transitions, and the political environment.
Christy Cole
Arlington Community Foundation
Reimagining Fundraising: Resource Development to Meet Today’s Challenges and Tomorrow’s Opportunities

Development practices used by nonprofits for years—gift tables, traditional “moves management,” board “give and get” policies, annual appeals, and even tried and true annual events no longer guarantee current success or future sustainability. 

This workshop will provide strategies and tools to engage your team, your board, and all who are meaningfully connected to your organization in resource generation that is truly relational and focused on planning, problem solving and achieving impact together. 

We’ll focus on strategies to:

  • Find new donors and diversify your funding.
  • Facilitate board engagement in fundraising that reflects each board member’s “superpowers.”
  • Solicit gifts of noncash assets and have the resources at hand to accept them seamlessly.
  • Leverage the wealth transfer by understanding how to ask for, accept and steward a legacy gift.
Joe Mechlinski
SHIFT & Bestselling Author
The AI Productivity Boost: Unlocking More of Our Greatest Assets -> Time, Energy & Focus 

As an executive, your greatest challenge, and opportunity, is making every moment count. In this dynamic, actionable session, Joe Mechlinski reveals how AI has become his strategic partner in reclaiming hundreds of productive hours per year, enhancing team effectiveness, and dramatically improving organizational results. You’ll discover proven frameworks from SHIFT and Atlas for seamlessly integrating AI into your daily operations, mastering the psychology of organizational change, and transforming your business into a highly agile, AI-driven enterprise.

Key Takeaways:

  • Rapidly Increase Your Organization’s Capacity
    Learn how executives are harnessing AI to eliminate repetitive tasks, freeing up 10–50% of their team’s productive hours, allowing a strategic refocus on high-impact initiatives.
  • Effectively Lead Organizational Change and AI Adoption
    Master proven strategies for overcoming common resistance, from fear and skepticism to inertia, helping your people shift from seeing AI as disruption to embracing it as a transformative competitive advantage.
  • Immediate AI Integration Framework & Tools
    Gain practical frameworks, powerful prompts, and specific AI resources you can immediately apply, dramatically boosting individual and team productivity, strategic focus, and business outcomes over the next 12 months.