Join us for a morning of learning and networking on Wednesday, March 25! More preconvening opportunities will be shared at a later time.
Understanding Grantee Financial Health and Sustainability in a Changing Landscape for Advanced Grants Professionals
With an uncertain funding and operating environment, nonprofit organizations are facing significant financial challenges and expecting a bumpy road ahead. According to the Nonprofit Finance Fund, over half of survey respondents in 2025 (52%) have 3 months or less cash on hand and 84% of respondents with government funding expect cuts to that funding. For some organizations, drastic shifts in revenue streams have meant a rethinking of their business models and operating frameworks. Given this shifting landscape, how do we understand our grantees’ financial health and stability? What lens should we use to analyze financial documents and practices?
In this interactive session for senior grants professionals setting their organization’s policies around vetting and assessing nonprofit financials, we will explore how to identify when a grantee is heading down an unsustainable path as well as discuss practical resources and emerging approaches to supporting grantees in a time of uncertainty.
In this session, participants can expect to:
- Understand key financial metrics, where to find them, and the importance of trend data
- Interpret key indicators of financial health and sustainability across grantee documents such as audited financial statements and budgets
- Understand the key components of a nonprofit organization’s business model
- Discuss strategies to support grantees as they face challenges to short- and long-term sustainability
What You’ll Receive
- 2.5-hour pre-con training with breakfast and networking
- Slide deck (pdf) and all training materials referenced in the session
Speakers
Jennifer Pedroni, Managing Director, Nonprofit and Grantmaker Advisory, BDO
Melissa Cameron, Experienced Manager, Nonprofit and Grantmaker Advisory, BDO
Registration
- Organization Members: $300
- Consultant Members: $300
- Individual Members: $500
- Non-members: $500
Volunteer Leaders Retreat
The PEAK team will convene our outstanding chapter and peer group volunteer leaders for our third annual volunteer leaders retreat. During our morning program, volunteers will develop leadership skills, build personal and professional networks, and join in collective troubleshooting and brainstorming to best create communities of belonging. We encourage all chapter and peer group volunteer leaders and committee members to attend this complimentary event! Details will be shared directly with volunteers.
Speed Networking
Get to know more of your PEAK colleagues in a series of fast-paced, one-on-one conversations designed to help you quickly connect with other attendees. Whether you’re new to the community or a longtime member, this is a fun way to expand your network and spark new ideas before the convening officially begins.
User Group Sessions
On Wednesday morning, join our vendor partners for dedicated User Group Meetings. These meetings are a great opportunity to connect with other users of the same product; hear directly from vendors about upcoming features and updates; and ask questions, share feedback, and build valuable relationships.
Solutions Center
Arriving early? Be sure to visit the Solutions Center. Take advantage of this dedicated time to discover tools, services, and technologies designed to support and streamline your grantmaking and meet one-on-one with vendor partners to get your questions answered and explore solutions. This is an opportunity to build on existing relationships and form new partnerships that can support your work. Our exhibitors are here to support your mission—don’t miss this chance to connect with them before the convening officially kicks off!