Join the Non-Profit CFO Roundtable

Meet with fellow Non-Profit CFOs and financial leaders to discuss challenges and issues, such as how they're handling finance talent shortages and how to navigate the software implementation process. It's a peer-to-peer confidential meeting room to ask for help and to give help as well.

Register for any free virtual Roundtable meeting through this Luma calendar link.

If you're interested in how to use AI in your CFO role, here's a Calendly link.

James DiCosmo

CFO, DREAM

"I am always looking for thought partnership and innovative solutions to the unique financial and operational challenges we face. I have found invaluable insights from fellow CFOs that have helped me navigate complex issues in my role and within my org. I highly recommend the Roundtable."

Angela Olden

CFO, Community Access Unlimited

"I have enjoyed my time in the Non-Profit CFO Roundtable. The participants, along with the discussions we have had,have been exceptional. I feel I have both learned as well as offered my experience and expertise to the group members."

Arvind Kohli

CFO, Mid-Ohio Food Collective

"The Roundtable has provided me an opportunity to discuss various challenges unique to non-profits with a strong group of CFOs with similar backgrounds. The conversations have been both valuable and thought-provoking."

Edward Lee

CFO, Calbright College

"The Roundtable has been invaluable to me. It has helped me think through complex challenges from leaders in my own industry as well as outside of it. In our discussions, I have felt both comforted and also challenged by my peers."

Simone Green

Former CFO, Envision Education

"Being part of the Non-Profit CFO Roundtable has been a game-changer for me. As a CFO navigating the unique challenges of the nonprofit sector, it’s rare to find a space where you can connect with peers who truly get it."

Adam Miller

CFO, Eat. Learn. Play. Foundation

"Being a part of the Roundtable has been a great experience. I am surrounded by fellow non-profit CFOs who understand the challenges that my organization and I face every day."

William Robalino

CFO, Esperanza

"The CFO Roundtable gives me the opportunity to share valuable guidance and feedback with fellow finance leaders while gaining fresh insights and perspectives in return. I highly recommend the Roundtable to any Non-Profit CFO looking to sharpen their skills, expand their network, and drive impact."

Michael Stimpfel

CFO, OneGoal

"The Non-Profit CFO Roundtable has been an incredible resource for non-profit CFOs like myself, providing a unique platform for dedicated professionals from diverse non-profit backgrounds and geographical locations to convene."

Shelley Jacobson Hughes

Former CFO, New Schools Venture Fund

I was able to participate in the Non-Profit CFO Roundtable and found it extremely helpful. As the sole finance leader in my organization, I often felt isolated solving unique problems alone. The Roundtable gave me practical ideas for issues like budgeting through uncertainty, selecting financial systems, and motivating my team. It helped me work through major challenges and also inspired proactive changes, such as AI adoption and strategic planning improvements. I highly recommend it to CFOs who want to exchange ideas with peers facing similar decisions and pain-points.

Sandip Amin

Director of Finance, Food for Climate League

"The Non-Profit CFO Roundtable offers a unique professional forum for sharing with and learning from a peer group that I simply could not find anywhere else. I relish the opportunity to throw around ideas with members who know exactly where I'm coming from."

Kristan Livingston

CFO, Olive Crest

"I joined the Non-Profit CFO Roundtable right as I stepped into my first CFO role, and it was exactly the support system I needed. Having a trusted space to pressure-test decisions, learn from experienced peers, and talk through real-world challenges made the transition faster, more confident, and far less isolating."