Navigating COVID-19 for Nonprofits: From Financial Triage to Scenario Planning

Wednesday, April 15, 2020 from 12:00 PM to 1:00 PM EDT

Nonprofit financial experts from Fiscal Management Associates offer information and resources in this free webinar sponsored by Wallace

Event link: https://hatcherhub.webex.com/hatcherhub/onstage/g.php?MTID=e505699bd15528b9f495ed4fa6b51935b

Event number (access code): 797 157 597

Event password: 0415

In these unprecedented times, many nonprofit organizations are being challenged in a variety of ways, including shifting staffing structures, sudden changes in service delivery or capacity, and current or future loss of revenue. These changes can put the financial health and resilience of nonprofits at risk. This webinar will review some of the key areas organizations should consider focusing on and provide tools they can use in navigating this process including:

• Grounding financial decision-making in data and your values
• Understanding your current financial position and what current resources are available 
• Levers to adapt and utilize resources available for immediate response
• Tools for cash flow and scenario planning for the short term

 Speakers will include:

• Hilda Polanco, Founder and CEO, Fiscal Management Assoicates
• Gretchen Upholt, Lead Consultant, Fiscal Management Assoicates
• Lucas Bernays Held, Director of Communications, The Wallace Foundation (moderator)

The hour-long webinar will include time for questions.

Speaker Biographies 

Hilda Polanco, CPA, CCSA®, CGMA
Founder and CEO, FMA

As Founder and CEO, Hilda has led FMA to become the go-to capacity builder that foundation and nonprofit leaders seek to address nonprofit financial management issues. A nationally recognized and sought-after leader in the field, Hilda serves the sector in many ways. She was a founding member of the selection committee of the New York Nonprofit Excellence Awards, established by the New York Times and the Nonprofit Coordinating Committee (now Nonprofit New York). She has served as an adjunct professor at Columbia University’s Department of Health Policy and Management and is on the faculty of Geraldine R. Dodge Foundation’s Board Leadership Training Series as well as Annenberg Foundation’s Alchemy+ Board Development Training Series, and Columbia Business School’s Executive Education program. When not speaking publicly or leading FMA’s team, Hilda provides direct capacity building, training and coaching services to foundations and nonprofits throughout the country.

Gretchen Upholt, MPA
Lead Consultant

As a Lead Consultant for the Midwest office at FMA, Gretchen is responsible for the business development and growth strategy of the Midwest region. In addition to her focus on business development Gretchen splits her time between playing an active role as trainer, coach, and curriculum developer for FMA’s cohort training initiatives and as consultant to nonprofit clients across the country, helping nonprofit leaders improve their financial management skills and processes. An experienced staff and program manager, Gretchen has expertise in training, capacity building, research, and program and volunteer management.