Tools for Making Strategic Decisions Based on Financial Data

About this event

Nanita Sammons, Assistant Vice President for Strategic Finance, George Fox University

Tough financial situations demand critical strategic decisions, especially for organizations facing growing needs, shrinking funding, and diverse options with limited assessment time. Join Nanita Sammons and a panel of local nonprofit leaders in a hands-on, pragmatic workshop for decision makers that will lead you through:

• Creating permission to talk about the “financial elephants” in the room
• Setting the stage for negotiations that include saying “no” to damaging alliances and non-core services or funding sources
• Establishing strategic business structures to guide key decision-making and assess your core services

The panel discussion will include:

• Julie Daniel, Executive Director, BRING Recycling
• Terry McDonald, Executive Director, St. Vincent de Paul

Audience

This training is for Board of Directors, Executive Directors, and CFOs of nonprofits; preferably attending together.

The Presenter

Nanita Sammons joined George Fox University as Assistant Vice President for Strategic Finance in 2010 after 14 years in finance with Intel Corporation and nine years as a consultant and interim executive in the public sector. She continues consulting and is a Certified Management Consultant with a Masters of Business Administration degree from Purdue University. During her career with Intel and working as a consultant with public sector clients, Nanita completed strategic change projects in a variety of complex financial, operations, and organizational development situations. Nanita frequently teaches workshops and seminars on a variety of financial and organizational improvement topics.

The Panel

Julie Daniel is Executive Director of BRING Recycling, the non-profit agency that’s taken your stuff and sold it back to you for 40 years. Under her direction, BRING has reinvented itself to meet changing community and environmental needs. She has overseen the development of BRING’s new home, the Planet Improvement Center in Glenwood; a community and regional facility that’s part education center, part retail outlet for used building materials and part conservation theme park and tourist attraction.

Terry McDonald, the Executive Director of the St. Vincent De Paul Society of Lane County, oversees programs that assist more than 84,000 people each year. This assistance includes 1,000 units of housing, the creation of 350 jobs, job training for as many as 800 people each year, and a wide variety of recycling businesses that support the organization’s social actions. McDonald, a 1971 UO graduate, succeeded his father as only the second director of the organization since its beginnings in 1953. He has overseen growth from a few local thrift stores to a multi-million dollar social and environmental agency.

The Eugene Nonprofit Training Series is made possible by our generous sponsor, Pacific Continental Bank.