Thank You for Joining Us
Rea’s Not-for-Profit Industry team was proud to bring together leading experts from across the nonprofit sector for this interactive symposium. Specialists from Mollard Consulting, Vorys, J.P. Morgan, and Rea delivered insights for nonprofit leaders, board members, and financial stewards on the topics shaping today’s nonprofit landscape, from board governance and fundraising to lobbying regulations, economic trends, and cybersecurity solutions. Thank you to everyone who attended and networked with us.
Missed the Symposium? View the Presentation
The presentation from this session is now available for viewing below.
Workshop Sessions Covered:
- Board Governance, Fundraising, and Finance – It’s All Connected (Kerri Mollard, Mollard Consulting)
This session covered board governance best practices, budgeting for fundraising success, and how governance, fundraising, and finance are deeply connected in nonprofit sustainability. - Navigating Lobbying Regulations for Nonprofits (Christopher Hartman, Vorys)
As funding challenges increase, nonprofits are ramping up their lobbying efforts. This session covered the critical rules and regulations to maintain compliance while effectively advocating for your mission. - Economic Update for Nonprofit Leaders (Jim Ortman, J.P. Morgan)
This session explored how broader economic trends including inflation, interest rates, and policy changes directly impact nonprofit organizations and how to strategically plan for these factors. - Strategic Charitable Giving & Smart Investing (Doug Bambeck, Rea Wealth)
This session covered what management teams and boards need to know about effective financial oversight, including evaluating investment fees, measuring performance, and asking the right questions to ensure proper financial stewardship. - Cybersecurity & IT Solutions for Nonprofits (Rea’s RIS Team)
This session covered essential cybersecurity strategies and IT best practices for nonprofits, including protecting donor data, affordable security tools, preventing phishing attacks, securing remote work, automation, and accessing tech grants and discounted IT resources.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered by Rea Wealth Management, a Registered Investment Adviser, and fixed insurance products and services are separate and unrelated to Commonwealth.
