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Nonprofit Finance Network

Finance as a Strategic Partner: Talking Numbers That Move the Mission

OMSI Fishbowl - 1st Floor
1945 SE Water Ave
Portland
  • Member Price: $40.00
  • Non-member Price: $60.00

About this event

Too often, finance and programs operate in silos. But when financial insights are built directly into strategic and program planning, organizations make smarter choices, use resources more effectively, and increase their impact. In this session, we’ll explore how finance leaders can become true strategic partners by aligning budgets with program priorities, using financial data to assess new opportunities, and facilitating collaborative planning conversations across departments.

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

Continuing Professional Education Info

Participants can earn up to 1.8 CPE credits in Finance. 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: Finance
  • Prerequisites: None
  • Advanced Preparation: None
  • Training Level: Overview
  • 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

$40 for NAO Members
$60 for Nonmembers

This event is Network Pass eligible.

Event Funders and Sponsor

Thank you for supporting this event.
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M.J.-Murdock-Charitable-Trust-Logo.png
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Register Now

Error Registration for this event ended on November 18th, 2025 5:00 PM
  Registration is closed for this event

Too often, finance and programs operate in silos. But when financial insights are built directly into strategic and program planning, organizations make smarter choices, use resources more effectively, and increase their impact. In this session, we’ll explore how finance leaders can become true strategic partners by aligning budgets with program priorities, using financial data to assess new opportunities, and facilitating collaborative planning conversations across departments.

This training qualifies for 1.8 CPE credits in Finance. 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 can earn up to 1.8 CPE credits in Finance. 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: Finance
  • Prerequisites: None
  • Advanced Preparation: None
  • Training Level: Overview
  • 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

$40 for NAO Members
$60 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
November 19th, 2025 from 10:00 AM to 11:30 AM
Location
OMSI
Fishbowl - 1st Floor
1945 SE Water Ave
Portland, OR 97214
Event Fee(s)
Price
Price $60.00

About the presenters

Project Lead at North Starr Consulting

Learn more