Registration is closed for this event


Five Weekly Sessions via Zoom

Thursdays  -  4/29,  5/6,  5/13,  5/20,  5/27
8:00 a.m. to 9:15 a.m. (PT)

Event Description

Building a Robust Financial Strategy: Cohort Group for Nonprofit Executive Directors

Cohort Leader
Scott Schaffer, Principal, Public Interest Management Group

Are you an executive director wrestling with the financial implications of a year of great uncertainty? Then this discussion-oriented cohort group is for you.

Join a group of your peers for this five-session interactive series that will help you determine how to formulate a financial strategy that works for your organization. The cohort leader will guide participants through discussions on major financial challenges using a framework presented in an NAO-hosted webinar. We’ll look at how to define and gauge financial performance, address business model challenges, right-size your staff and programs, invest in the people who drive your organization’s success and enhance your financial leadership role. Participants will be encouraged to share evolving ideas and experience and can expect to further their peer networks with nonprofit leaders from around the state. 

This is a non-technical program aimed at helping you demystify the sometimes-foreboding topic of finance with your board and staff, and drafting a common financial storyline that all can align with.

This program is geared toward organizations with annual operating budgets between $1 million and $10 million, but all nonprofit executive directors and CEOs are welcome.

We encourage participants to attend the April 15 NAO-hosted webinar, Nonprofit Financial Strategy for 2021.

Learning Outcomes

Participants will be able to:

  1. Identify clear financial goals for their organization and approaches to improving financial results.
  2. Articulate practical changes to develop and enhance the organization’s business model and management practice.
  3. Define an approach to building alignment of stakeholders around a financial strategy.


Session 1

April 29            

Setting Financial Goals and Gauging Performance: 
In this introductory session we will get to know each other and dig into the substance and process for setting financial goals and measuring performance.

Session 2

May 6         

Identifying and Addressing Business Model Challenges: 
The group will explore fundamental issues that may underly financial challenges, including clarifying the organization’s value propositions to supporters and defining the cost and revenue structures. We’ll also discuss the dynamics of managing restricted funding.

Session 3

May 13

Right-Sizing and Investing in Your Staff: 
Your organizations is a little  about money and a lot about people. Your staff bring your mission to life and staffing is your major expense. We’ll explore approaches to budgeting, cost-reduction, and investments that can boost productivity and retention.

Session 4

May 20

Financial Leadership in Your Organization: 
How can you, as leaders, build alignment around a solid financial strategy. We’ll explore best practices for engaging staff, board and funders in supporting a financial vision.

Session 5

May 27

Financial Problem-Solving Workshop: 
In our final session, we’ll take a hands-on approach to addressing issues that participants raise from their own organizations.

Additional Guidelines

  • Limit is 15 individuals per cohort with no more than two representatives from one organization.
  • Participants make a commitment to attend all sessions.

This nonprofit learning cohort is made possible with support from The Ford Family Foundation.

About the Cohort Leader

Scott Schaffer, Principal, Public Interest Management Group

Scott is a nonprofit sector thought leader on financial health and sustainability. As past CEO of organizations in the health, housing, and environmental fields, he’s led financial turnarounds and built resilient organizations. As a management consultant, he’s helped over 100 nonprofits chart courses toward financial health. Scott has a background in finance, economics and behavioral science, and has led a workshop called Strategic Financial Management for Nonprofit Executives in ten cities in the U.S. and Canada.



$75 for NAO Members
$150 for Yet To Be Members

The NAO member discount will be applied after you select "Register Now" below. You must be logged in to your member account to receive the discount. 

You will receive a registration confirmation e-mail. A link to access each weekly virtual cohort session will be sent to registered participants by the Cohort Leader prior to each session.

Please send questions and comments ahead of the session to Presenter Jess Hampton:

If you have questions or trouble registering,  contact



April 29th, 2021 8:00 AM through May 27th, 2021 9:15 AM
Online Event
Price $ 150.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Volunteer Management
Event Region Central Oregon, Eastern Oregon, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding