Upcoming Events

Resource development series – Finance

2/16/2021 10:00 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $95

CPE Credits: 1

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


Training Seminar Outline

Advanced Preparation: None
Level: Overview
Prerequisite: None
Field of Study: Specialized Knowledge
CPE*: 1.0 credit

Why Attend

Do your strategic goals require significant organizational change, focus on creating maximum impact and look toward the bigger picture of achieving community-level outcomes? If so, you undoubtedly see how these strategies push your funding, human capital and technology resources to the limit. In fact, most organizations have critical strategies that stretch far past current capacity, and organizations have limited understanding of what capacity-building tactics will be necessary to achieve those strategies. Because so many nonprofit organizations have to rely on restricted funding streams, it can often feel like achieving your vision is out of reach.

So what is an organization to do?

It takes a lot of work, coordination and know-how — including building a culture of collaboration, resource development and collective problem solving.

We want to help you!


This three-part series will focus on how to align finance, talent and technology strategies and resources for long-term organizational success. We will discuss ways of diversifying revenue streams that allow for maximum flexibility to meet needs unable to be met with restricted funding. Together we will explore how maximizing human capital and managing talent can successfully position organizations for financial growth and how technology is vital to managing the engagement of key stakeholders and funders.

Our training is built for professionals on your leadership and governance teams as well as those delivering services to the community.

Learning Objectives:

  1. Explore managing what is allowable vs. unallowable when diversifying revenue in a grant-funded program.
  2. Discover how to set a strategy that does not shy away from critical areas due to lack of resources and no strategy to secure necessary assets.
  3. Assess what your organization should stop doing that takes focus away from your critical strategies.


  • Jeffrey Prottas, Manager
  • Kate Atkins, Consultant

Registration Fee

$95/session/per person

Cancellation Policy

Notice of cancellation must be received 24 hours prior to start time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.



Kate Atkins
Kate Atkins, MS
Client Development Advisor
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