Event Details
This event was recorded on:Â
Thursday, March 14, 2024
10:00AM – 3:00PM PT
Online via Zoom
Purchase an on-demand ticket to get access to the recording and workshop materials.
Yes, nonprofit financial management is a space for innovation! Leave behind your conception of finance as burdensome and compliance focused. Imagine with us how finance can be a liberating tool for your nonprofit that amplifies your mission, not obscures it. During the Innovation Summit, we will:
- Discover how your finances and how you deploy resources reveals your organization’s priorities, values, and commitment to equity.
- Examine strategies to align budgeting and financial management with your nonprofit’s mission.
- Learn the power of fully allocating costs so that budgets and grant requests capture the true cost of programs.
- Re-vision how to communicate financial information, deploying fresh images and elegant formats to better inform the public, funders, and those within your organization.
- Learn practical ways to implement these new strategies and approaches through your financial practices.
Summit Overview
- INSPIRATION (10:00am to 12:00pm): Throughout the morning session, we will imagine what is possible by introducing new concepts, examining various strategies and approaches, and getting inspired to take action. Bring your entire team!
- Lunch Break (12:00pm to 1:00pm)
- IMPLEMENTATION (1:00pm to 3:00pm): The afternoon session is geared towards people with direct financial management or oversight responsibilities. The Diverge Finance team will get into the specifics of how you implement the strategies and approaches presented.
Cost
On-Demand Ticket: $20
Purchase an on-demand ticket and you will receive an email with instructions on how to access the webinar recording and workshop materials.Â
Who Should Attend
We all increase our effectiveness and strengthen our organizations by better understanding nonprofit finance. The morning session provides context and insight pertinent to many roles across an organization and is a great opportunity to develop shared understanding of the power of finance for nonprofits. The afternoon session dives into the practical ways we can implement the strategies and approaches covered throughout the day. While the afternoon session is ideal for people with direct financial management or oversight responsibilities, it will not be overly technical and all are welcome.
To encourage team participation, we are offering a special organizational rate. Purchase an organization pass and invite your finance staff, executive director, development and fundraising team, board treasurer, program leaders with grantwriting responsibilities, or anyone else that might benefit from exploring these new approaches.
About the Speaker
Curtis Klotz
Curtis Klotz, CPA, is co-founder and Managing Principal of Leadership Development at Diverge Finance Cooperative. As a presenter, Curt shares business model strategies for nonprofits and a commitment to equity in financial leadership that have emerged from 40 years of direct work in nonprofit organizations. Prior to founding Diverge, Curt held roles as Director of Nonprofit Innovation at CLA, VP of Finance & CFO at Propel Nonprofits, and Director of Finance and Administration at Indian Law Resource Center. He was a founding board member and past Chairperson of the Montana Nonprofit Association. Curt has contributed articles to Nonprofit Quarterly, various CPA journals, and was the creator and principal author of CLA’s Innovation in Nonprofit Finance blog.
Luciano Patiño
An avowed finance and operations geek, Luciano Patiño is co-founder and co-CEO at Diverge Finance. He started his career working at NorthstarMLS, helping Realtors make the best possible use of the tech tools at their disposal. Since then, he has worked with several nonprofits, all with different business models, on their technology and financial infrastructure. As a consultant, Luciano leads workshops on cultural competency, using the Intercultural Development Inventory and other tools. He is the recipient of the Moxie Award for Community Leadership from PFund Foundation, and is a former Humphrey Policy Fellow. In his free time, he can be found working out at his CrossFit gym or playing video games while curled up with his new puppy.
Shétu Rose
Shétu Rose is co-founder and co-CEO at Diverge Finance Cooperative with 18+ years of financial management experience. Over the years she has led administrative and strategic management teams for local and international organizations in the nonprofit sector. Prior to Diverge, Shétu was VP of Finance and Operations at Center for Economic Inclusion and Director of Finance at AchieveMpls. She has a wealth of international experience in the humanitarian sector, having worked in Africa, Europe, Asia and the Middle East. She is a passionate advocate for equity and human rights and is committed to bringing about sustainable economic change for families and communities. She serves on the Board of The Cedar Cultural Center and One Village Partners in Minnesota. Shétu lives in the Twin Cities with her husband and daughter.
Thanks to Our Partner
Presented by Nonprofit Association of Washington in partnership with the Washington Office of the Secretary of State, Diverge Finance, and Washington State Community Action Partnership.
Questions? Check out the event FAQ page or contact Nonprofit Association of Washington
Phone: (855) 299-2922 x108
Email:Â [email protected]