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Nonprofit Finance Network

Essential Planning Strategies for Nonprofits

The Melody Event Center Morrison Room - 2nd Floor
615 SE Alder St
Portland
  • Member Price: $45.00
  • Non-member Price: $75.00

About this event

We’ve all heard the saying: “Failing to plan is planning to fail.” Yet, looking back at the road behind us, we often realize that a bit more planning could have made all the difference. So, what does “good planning” look like in your nonprofit, and in what ways could you improve? This session will explore those questions, working to ensure that your planning processes have the right balance of efficiency and effectiveness – and that they truly strengthen your nonprofit and its mission.

Who Should Attend: Executive directors, board chairs, finance/operations staff, and others responsible for organizational planning.

Through interactive discussions, real-world examples, and hands-on activities, you’ll learn about: 

  • Driving success with strategic, operational, and business plans. 
  • Actionable contingency and scenario plans that ensure mission alignment. 
  • Clear governance and succession plans that engage staff and key stakeholders. 

This training qualifies for 1.8 CPE credits. Please see below for full details on how to earn CPE.

Continuing Professional Education Info

Participants will earn 1.8 CPE credits. To be awarded the full credit hours, you must be present, record your arrival and departure times on the attendance sheet at the registration desk, and participate in the engagement activity.

  • Field of Study: Management Services
  • Prerequisites: Basic understanding of nonprofit programmatic goals and business practices. 
  • Advanced Preparation: None
  • Training Level: Basic
  • Delivery Method: Group Live 

Refunds (minus a 25% handling charge) are available up to two business days prior to the training. Cancellations received after this time will not be refunded, but you may transfer your registration to another person who can attend. For more information on refunds, cancellations, or questions/concerns, please contact NAO’s Capacity Building Team at [email protected].   

CPE Sponsor Logo
The Nonprofit Association of Oregon is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

Cost

$45 for NAO Members
$75 for Nonmembers
This event is Network Pass eligible.

 

Event Funders and Sponsor

Thank you for supporting this event.
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Register Now

Error Registration for this event ended on April 21st, 2025 9:00 PM
  Registration is closed for this event

We've all heard the saying: "Failing to plan is planning to fail." Yet, looking back at the road behind us, we often realize that a bit more planning could have made all the difference. So, what does "good planning" look like in your nonprofit, and in what ways could you improve? This session will explore those questions, working to ensure that your planning processes have the right balance of efficiency and effectiveness - and that they truly strengthen your nonprofit and its mission.

Who Should Attend: Executive directors, board chairs, finance/operations staff, and others responsible for organizational planning.

Through interactive discussions, real-world examples, and hands-on activities, you’ll learn about: 

  • Driving success with strategic, operational, and business plans. 
  • Actionable contingency and scenario plans that ensure mission alignment. 
  • Clear governance and succession plans that engage staff and key stakeholders. 

This training qualifies for 1.8 CPE credits. Please see below for full details on how to earn CPE.

[accordion title="Continuing Professional Education Info"]

[/accordion-item]

[accordion-item title="Participation Requirements"]

Participants will earn 1.8 CPE credits. To be awarded the full credit hours, you must be present, record your arrival and departure times on the attendance sheet at the registration desk, and participate in the engagement activity.

[/accordion-item]

[accordion-item title="Course Details"]

  • Field of Study: Management Services
  • Prerequisites: Basic understanding of nonprofit programmatic goals and business practices. 
  • Advanced Preparation: None
  • Training Level: Basic
  • Delivery Method: Group Live 

[/accordion-item]

[accordion-item title="Refunds, Cancellations & Other Requests"]

Refunds (minus a 25% handling charge) are available up to two business days prior to the training. Cancellations received after this time will not be refunded, but you may transfer your registration to another person who can attend. For more information on refunds, cancellations, or questions/concerns, please contact NAO’s Capacity Building Team at [email protected].   

[/accordion-item]

[/accordion]

CPE Sponsor Logo
The Nonprofit Association of Oregon is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

Cost

$45 for NAO Members
$75 for Nonmembers
This event is Network Pass eligible.

 

[sponsors title="Event Funders and Sponsor" description="Thank you for supporting this event."]     Heritage-Bank-Logo.pngMeyer-Memorial-Trust-Logo.jpgM.J.-Murdock-Charitable-Trust-Logo.pngMLCF_Wordmark-Black.pngMiller-Nash-Logo.png />/>     /> [/sponsors]

 

When
April 22nd, 2025 from  9:00 AM to 10:30 AM
Location
The Melody Event Center
Morrison Room - 2nd Floor
615 SE Alder St
Portland, OR 97214
Event Fee(s)
Price
Price $75.00

About the presenters

Nonprofit Education Specialist at Nonprofit Association of Oregon

Learn more