Nonprofit Fiscal Managers Association (NFMA)

In these challenging times, effective nonprofit leadership is more important than ever. This ongoing learning opportunity weaves together theory, experience, and context to help leaders deal creatively with the full range of organizational issues. NAO's Nonprofit Fiscal Managers Network helps nonprofit chief financial officers, fiscal managers, and administrators strengthen general management skills around GAAP, 990 reporting, finance and accounting practices, human resource and operational management, and legal and compliance topics. Each session is designed to strengthen your management skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development, each session allows for networking and peer coaching in a collaborative learning environment. 

NAO’s NFMA series will be held virtually via Zoom through May 2023. Nonprofit leaders, staff, board members and volunteers from across the state may now virtually participate in sessions from any of our three Portland Metro networks. Check out the network pages for details about upcoming learning opportunities. 

Who Should Attend? 

This series is designed for chief financial officers and fiscal managers of charitable nonprofit organizations and is open to any nonprofit leader who wants to learn more about best practices in financial management.

2022 – 2023 Schedule:

September 14
7:30 - 9:30 a.m.
Managing the Overworked Accounting Department
Presented by: Todd Kimball and Vega Tom, CFO Selections
October 26
8:30 - 11:00 a.m.
Nonprofit Leaders Panel: Promoting Wellness, Preventing Burnout, and Fostering a Positive Work Culture
Facilitated by: Erica Briggs, NAO
January 11
7:30 - 9:30 a.m.
Banking for Nonprofits in the Digital Age 
Presented by: Chris Barron, Summit Bank
February 15
7:30 - 9:30 a.m.
2023 Annual Nonprofit GAAP and Form 990 Update
Presented by: Gary McGee, CPA, Gary McGee & Co. LLP
March 22
7:30 - 9:30 a.m.
The Intersection of HR and Financial Strategy in the New Economy
Presented by: Scott Schaffer, Public Interest Management Group
April 12
7:30 - 9:30 a.m.
The Effective Board Treasurer: Understanding Roles, Responsibilities, and Good Standards
Presented by: Erin Zollenkopf, Susan Matlack Jones & Associates
May 10
7:30 - 9:30 a.m.
Layered Security for Nonprofits
Presented by: Ron Rothstein, SMB Technologies

While most topics and presenters have been confirmed please be aware that topic titles, presenters, or dates may be subject to slight revisions.

Not sure if this series is right for you? Call 503-239-4001 or e-mail


Thank You Sponsor and Funders:

Partner Sponsor

Umpqua Bank Logo

Foundation Supporters

Meyer Memorial Trust Logo M.J. Murdock Charitable Trust Logo