Event Materials
Presentation Materials
- Achieving Operational Excellence
- Assessing New Opportunities Presentation
- Assessing New Opportunities Handout
- Average Income Minimum Set Aside
- CDFIs: Building Capital to Advance Mission
- Dashboards – What’s the Score?
- Entering The Investor – Managing the Partnership Agreement and Your Capital Accounts
- Life Cycle of the Investor: Exiting Your Investors
- FASB and Nonprofit Reporting Changes
- Financial Storytelling
- Functional Expense Reporting
- Grappling with Tough Questions Presentation
- Grappling with Tough Questions Handout
- Insights on the Market
- Is Capitalism Waking Up to Mission?
- Managing Shared Appreciation
- New Liquidity Footnote Presentation
- New Liquidity Footnote Handout
- New Market Tax Credit Handout
- Opportunity Zones
- Perspectives on Change Leadership
- Risk Management – Are You Adequately Insured?
- Risk Management – Are You Adequately Insured? 2
- Risk Management – Are You Adequately Insured? 3
- The Rising Services Imperative
- How to Transform Financial Factors Into Drivers of Change
- Drivers of Change Worksheet
- Controlling Costs in Managing Employee Benefits
- Insights on a Very Dynamic Real Estate Market
- Enterprise-level Capital Handout
- NMTC and Home Building Business
- NMTC One-pager
- Cybersecurity: You and the Dark Web
