The Development Officer writes the story of your organization. The Financial Officer illustrates it . . . with numbers. Financial Analyst Amy Karson (Brand K Partners) and Fundraising Specialist Amy Fiore (Sobel Bixel: Consulting for Nonprofits) are experienced in improving operational efficiencies and meeting income goals for small to mid-sized nonprofits. Together, they explain how finance and development officers can and should work together to raise contributed income.
Topics covered in the webinar will include . . .
- How to understand and gain an appreciation for one another’s role
- How to communicate organizational finances that are transparent and compelling
- How to determine direct costs and ethically increase the ask
- Ways to stand out and impress a major donor or foundation
- How to anticipate what a funder might look at and want
- Ways to build mutual understanding and communication through the grant budget process
PRESENTERS
Amy Fiore Amy Karson
Amy Fiore, Managing Director
Sobel Bixel: Consulting for Nonprofits
Amy Fiore is a nonprofit leadership, planning, and fundraising professional who, served as Executive Director at an arts and social service agency for children in hospitals and care facilities. Before that, Amy was the Managing Director and Director of Development for TADA! Youth Theater for nearly a decade and served in leadership roles at several esteemed Manhattan-based cultural institutions. Amy has been an adjunct professor on nonprofit management at New York University’s School of Continuing and Professional Studies and has been a guest lecturer at NYU, Baruch College, the Association of Fundraising Professionals, and Americans for the Arts, among others. Amy works with a wide range of nonprofit clients specializing in board and staff training/retreats, strategic planning, fundraising plans and implementation, project management, and interim leadership. She has recruited, trained, and managed staff; devised and managed institutional budgets of $2M+; recruited, onboarded, and trained boards and committees; conceptualized, wrote copy, and designed countless marketing and donor appeals. Amy also currently serves as the Director of Development for The Story Pirates.
Amy Karson, Chief Executive Officer
Brand K Partners
Amy Karson founded Brand K Partners in 2013 after a 10+ year career in financial management and reporting. Amy began her career in the private sector as a financial analyst at both IBM and UBS. She subsequently co-developed the Nonprofit Outsourcing Clearinghouse program with Nonprofit New York. She has advised hundreds of nonprofits on fiscal matters and is passionate about helping mission driven organizations achieve success. Amy holds a BS in Finance from Penn State University and an MBA from Yale University. She lives with her husband, 3 sons and dog in northern New Jersey.
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