The CFO’s Guide to Strategic Planning
The scope of the Nonprofit Finance Leader’s role is constantly expanding. You now have to balance the duties of accounting while playing a transformational role in driving your organization’s strategy. Due to these expanded responsibilities, there is a tension between financial and strategic roles and an intensified need for better data to inform decision-making.
Join JMT Consulting’s Founder and CEO, Jacqueline Tiso to learn how you can overcome this tension to spend less time on accounting tasks and invest more time developing a strategic plan for your organization. You will learn about the 4 roles for strategic CFOs – The Responder, The Challenger, The Architect, and The Transformer – and discover answers to questions such as:
- How will your organization differentiate itself to deliver its mission?
- What management systems and processes are required to succeed?
- What is mission-driven strategy?
- How can the CFO role contribute to a mission-driven strategy?
Session Type60 minute session
- Understand the CFO role of today
- Define Strategic Planning
- CFO's as Strategists
Target AudienceCFO's, C Level Execs, Board Members
Founder and CEO
Jacqueline is a frequent speaker on financial management and Cloud (SaaS) technology and is regularly called upon for her expertise by the media and as a conference speaker. Several years ago, JMT migrated most of its internal systems to the Cloud, and after experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits ever since. Jacqueline has received national recognition with the Technology Pacesetter award in Accounting Today, a Var 100 member, as well as being featured on the cover of Accounting Technology.
JMT continues to be the leading partner for back office systems, annually receiving awards including Abila Presidents Circle, Intacct President’s Club, and Sage’s President’s Circle and Chairman’s Club. Jacqueline has over twenty-five years’ experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting. Jacqueline continues to serve on a number of nonprofit boards and committees in support of their efforts to make a difference in the world.
Founder and Chief Mission Driver
Davidoff Mission-Driven Business Strategy
John Davidoff is Founder and Chief Mission-Driver of Davidoff Mission-Driven Business Strategy, a national strategy, thought leadership and marketing communications consultancy. Founded in 2005, Davidoff leads nonprofits, businesses and associations with its proprietary Mission-Driven™ branded methodology to increase mission impact, drive revenue, and build meaningful relationships with members, donors, partners, sponsors, and other stakeholders. John is recognized nationally for facilitating engaging and productive group strategic planning processes and trainings, and for his executive coaching, sales management, and corporate partnerships consulting. An exceptional negotiator, he is known for building high-performance teams.
John is a founding board member and secretary of the Wright Foundation for the Realization of Human Potential. He is a graduate of the Park School of Communications at Ithaca College in New York. John completed his master’s degree in Transformational Leadership and Coaching at the Wright Graduate University for the Realization of Human Potential and is currently studying for his doctorate. John lives in Evanston, IL with his wife and business partner Jacki Davidoff. They have two sons, a recent college graduate and a freshman in college.
Chief Financial Officer
Jolie Bou leads the Finance/Accounting team at Samaritan House and has been Chief Financial Officer since September 2005. She’s passionate about having positive synergy between finance and developments departments. Her responsibilities also include Information Technology and risk management. Prior to joining the Samaritan House team, she was the Executive Director for the Women’s Recovery Association in Burlingame and was previously their Director of Finance for 10 years.
Jolie’s career began in accounting and her nonprofit work goes back more than 35 years with experience and expertise in wide range of key areas including finance, accounting, strategy, development, human resources and capacity building. In addition, Jolie has participated in several distinct national and local organizational learning collaboratives such as the Robert Wood Johnson Foundation’s national collaborative, “Paths to Recovery”. These initiatives focused on process improvement, infrastructure capacity, outcomes, and learning from peer organizations.