CFO Roundtable

Money & Mission: How Fundraisers Can Build Stronger Relationships with Finance (In-person)

Carina Kleter

  • October 26, 2022
    8:30 am - 12:30 pm EST

Although fundraisers and finance pros don’t always speak the same language, you can learn how to build a strong relationship to advance your mission. If you’re a nonprofit fundraising or development professional who wants to strengthen the bond with your finance team, this is the class for you.

During this session you will:

  • Understand the critical relationship between finance and fundraising.
  • Identify ways to better communicate with your finance team.
  • Learn how to track progress that complements the financial reporting process.
  • Build better fundraising dashboards that track more than just financials.

$244.00 Only $79 (when logged in) thanks to the support of our funders

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts or promo codes).

This event is being held IN-PERSON at our training room in Tampa, FL.

Registration closes at 11:55 p.m. Eastern on October 24, 2022.


Meet Your Trainer

MerrilMerrill Stewartl Stewart, CFRE, is the CEO of Marketing & Business Solutions, LLC, based in St. Petersburg, Florida. She has worked with and for clients in the for-profit and nonprofit sectors for more than 20 years. She brings a level of strategy, expertise, detail focus, professionalism and best practices to her work. Merrill’s passion is helping her clients develop the right message and build the right relationships to help scale their business, including marketing and revenue generation (sales and fundraising).

 

 

 


CFRE Continuing Education Points
Full participation in this program is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 


Safety and Health Protocols for In-Person Classes

The safety and health of all visitors, students, trainers and staff is our top priority.

The Nonprofit Leadership Center is taking necessary precautions to ensure the safety of guests and participants for all in-person training sessions:

  • We are following all federal health and safety guidelines, as well as guidance from state and local governments. Depending on the community spread of COVID-19, this may include protocols such as wearing face coverings and social distancing. Registrants will receive an email from NLC one week prior to each in-person training session that outlines specific protocols to expect on the event day.
  • We are using enhanced protocols and practices to keep our Training Room healthy and safe.
  • Training Room capacity is limited to ensure proper distancing.
  • Any person who is feeling unwell or suspects they have been exposed to contagious illness is asked to refrain from attending in-person training events. If you are not feeling well on the day of your training or are aware of exposure (within the previous 10 days) to someone who has tested positive for COVID-19, we ask that you cancel or reschedule your visit with us, whether or not you appear to be experiencing symptoms of illness. If you need to cancel for this reason, please notify us, and we will be happy to provide program credit equivalent to the registration fees already paid.

Please note: In-person training events are subject to be changed to virtual (via Zoom), rescheduled or canceled depending on current CDC guidelines and/or state and local government recommendations as the date of the training approaches. If such a change is required, registrants will be notified in advance.


Registration & Cancellation Policies

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, cancellation and refunds.

NLC/Children’s Board of Hillsborough County (CBHC) No-Show Policy
If you use a CBHC code to register for an NLC event, you will be responsible for paying the registration and processing fees if you do not show up for the class. Please read the full no-show policy here.

Visit our FAQ page for answers to other questions you may have.


If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779 or info@nlctb.org.

There may be photographing of the training for use in our marketing materials. If you do not wish to be captured on film, please alert staff at registration. 

Tickets Price Qty
Money & Mission Registrationshow details +

This ticket is required and must be purchased.

$79.00 (USD)  
Money & Mission - 10% Multiple Registrant Discountshow details + $71.10 (USD)  

Venue:  

Venue Phone: 813-287-8779 or info@nlctb.org

Venue Website:

Address:
1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States

Description:

Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.