The Strategic CFO Advantage: Planning Beyond Your Current Funding Model
Chazin
01:00:57
A 60-Minute Webinar for Nonprofit Financial Leaders | Program Knowledge Level: Basic | Prerequisites: None | Creation Date: 04/2026 | Field of Study: Finance – Technical | CPE Hours: 1.0
Here's a question worth sitting with: when something shifts in your funding environment (a grant doesn't renew, a major donor steps back, federal priorities change) how many months of runway do you actually have? And did you see it coming?
Most nonprofit leaders are talented, mission-driven, and genuinely stretched thin. Financial planning often means: build the budget, hope the numbers hold, adjust when they don't. This conversation is about changing that.
On June 25th, we're bringing together a CFO manager who's built financial systems inside nonprofits at every stage of growth, a CEO who grew an $11M endowment to $50M, a fundraising strategist who's helped design campaigns raising $100M+ for nonprofit organizations and a nonprofit strategic financial partner who has seen it all. They'll talk multi-year financial planning, scenario modeling, reserve strategy, and how to get your board and leadership actually aligned around a financial vision — not just a budget.
You'll leave with frameworks you can use, a clearer picture of where your organization stands and what it would take to get where you want to go.
Speakers
Jackie McLaughlin
Technical Reviews & Training Manager @ Chazin
Moderator
Chris Huntley CFA
CFO and Advisory Solutions Manager @ Chazin
Chris Huntley, CFA, is the CFO & Advisory Solutions Manager at Chazin, bringing over 15 years of private equity experience and seven years in public accounting to his role. He specializes in helping nonprofit leaders make informed financial decisions through audit-ready reporting, strong internal controls, and strategic planning — translating complex financial concepts into clear, actionable insights that drive sustainability and long-term impact.
Bianca Derouene
Development/Fundraising Leader/CEO @ Aperio Philanthropy
Bianca Derouene (she/her) is the CEO of Aperio Philanthropy, a consulting firm that supports nonprofits in generating revenue for their missions. Since 2018, Bianca and her team have supported over 220 organizations nationwide, providing hands-on support for campaigns, major gifts, and development operations. Prior to founding Aperio, Bianca served in philanthropy capacity-building roles at nonprofit organizations.
David Fisk
CEO/President @ Charlotte Symphony Orchestra
David Fisk has served as President & CEO of the Charlotte Symphony since August 2020, bringing decades of senior arts leadership experience including 18 years as Executive Director of the Richmond Symphony, and prior roles leading the Ulster Orchestra in Belfast and the Orchestra of St. John's in London. Under his leadership, Charlotte Symphony Orchestra's budget has increased from a $11M endowment to $50M. A trained musician himself, David studied at Manchester University and the Royal Northern College of Music, and began his musical life as a boy chorister at St. Paul's Cathedral in London.
Robert Riggar
Nonprofit Financial Advisor @ Pinnacle
Robert Riggar is a Financial Advisor at Pinnacle's Symphony Center in Nashville, TN, with over 20 years of dedicated experience in nonprofit banking. Specializing exclusively in not-for-profit clients — including independent schools, religious organizations, associations, and social services — he brings deep expertise in treasury, deposit products, construction financing, and tax-exempt loans. Robert holds a BS from the University of Tennessee and an MBA from Belmont University.
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The Strategic CFO Advantage: Planning Beyond Your Current Funding Model
01:00:57