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Nonprofit Finance Network

The Changing Role of the Nonprofit Fiscal Manager or CFO

Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Betty Lou Morrow
Chief Finance & Operations Officer
Community Action

Presentation & Continental Breakfast at 7:30
Networking at 9:00

Can one person effectively perform two fiscal functions—one as a hands-on fiscal manager and the second as a high-level strategic thinker? While some nonprofit institutions may employ both a high-level accounting manager or controller and an executive level CFO, most small and mid-sized nonprofits combine both sets of responsibilities into a single position. How do fiscal managers, who have a substantial responsibility to produce budgets and monthly financial statements, participate effectively in executive level strategic thinking? What do executive directors most want and need from their top fiscal staff person? How do CFOs successfully manage operations, including IT and facilities?

We’re envisioning this session of NFMA as a dialogue among fiscal managers. We know that many nonprofits add responsibility for human resources, information technology, and facilities management onto the basic budget, accounting, and reporting expectations of CFOs/fiscal managers. Plan to share the strategies you are using to cope with the multiple demands of the CFO/fiscal manager position.

Join us to explore:

  • The role of the CFO/fiscal manager in strategic management of nonprofits
  • The impact of budget size on the role of the CFO
  • Conflicting demands of managing fiscal systems and high-level strategic thinking
  • How to make the transition from hands-on accounting to strategic leadership
  • Financial concepts your ED doesn’t understand and what to do about it
  • The often added “Operations Officer” responsibilities and how that role impacts the CFO position

About the Presenter

Betty Lou Morrow was educated in Canada earning her Certified General Accountant (CGA) professional licensure and Bachelor of Commerce degree from Laurentian University in Ontario. With 17-years senior management experience in Canada and the United States, Betty Lou has worked across a continuum of organizational missions, budgets, and structures. Her career has been focused in health and human service organizations, including children’s mental health, drug and alcohol treatment, family practice, and anti-poverty service agencies. Currently, Betty Lou is Chief Finance and Operations Officer at Community Action in Washington County. She is responsible for fiscal, IT, and facilities.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions (listed on the right).

Purchase a season pass today!

Register Now

 Registration is closed for this event
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Betty Lou Morrow
Chief Finance & Operations Officer
Community Action

Presentation & Continental Breakfast at 7:30
Networking at 9:00

Can one person effectively perform two fiscal functions—one as a hands-on fiscal manager and the second as a high-level strategic thinker? While some nonprofit institutions may employ both a high-level accounting manager or controller and an executive level CFO, most small and mid-sized nonprofits combine both sets of responsibilities into a single position. How do fiscal managers, who have a substantial responsibility to produce budgets and monthly financial statements, participate effectively in executive level strategic thinking? What do executive directors most want and need from their top fiscal staff person? How do CFOs successfully manage operations, including IT and facilities?

We're envisioning this session of NFMA as a dialogue among fiscal managers. We know that many nonprofits add responsibility for human resources, information technology, and facilities management onto the basic budget, accounting, and reporting expectations of CFOs/fiscal managers. Plan to share the strategies you are using to cope with the multiple demands of the CFO/fiscal manager position.

Join us to explore:

  • The role of the CFO/fiscal manager in strategic management of nonprofits
  • The impact of budget size on the role of the CFO
  • Conflicting demands of managing fiscal systems and high-level strategic thinking
  • How to make the transition from hands-on accounting to strategic leadership
  • Financial concepts your ED doesn’t understand and what to do about it
  • The often added “Operations Officer” responsibilities and how that role impacts the CFO position

About the Presenter

Betty Lou Morrow was educated in Canada earning her Certified General Accountant (CGA) professional licensure and Bachelor of Commerce degree from Laurentian University in Ontario. With 17-years senior management experience in Canada and the United States, Betty Lou has worked across a continuum of organizational missions, budgets, and structures. Her career has been focused in health and human service organizations, including children’s mental health, drug and alcohol treatment, family practice, and anti-poverty service agencies. Currently, Betty Lou is Chief Finance and Operations Officer at Community Action in Washington County. She is responsible for fiscal, IT, and facilities.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions (listed on the right).

Purchase a season pass today!

When
October 25th, 2012 from  7:30 AM to  9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Event Fee(s)
NAO Members $22.50
Nonmembers $25.00
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City Portland
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