May 8, 2024

The Nonprofit Forum: Unlocking Opportunity, Managing Risk, and Leading Through Change

Speakers

Amplifying Impact: A Toolkit for Activating
Philanthropy’s Meaningful Middle

Clare Golla, CFP^®

National Managing Director of Philanthropic Services,
Bernstein Private Wealth Management

Nathaniel Heller

Vice President & Managing Director,
Geneva Global/Global Impact

Breakout Session: Ask the Nonprofit Attorneys:
AI, DEIA, ESG, and Everything Else You Want to Know

Jennifer Goode

Director of Institute for Trust & Estate Planning,
Bernstein Private Wealth Management

Jeff Tenenbaum, Esq.

Managing Partner, Tenenbaum Law Group PLLC

Breakout Session:
Top Five Mistakes Nonprofits Make With Their Finances

Manny Cosme

President & CEO,
CFO Services Group

Adi Rubin

Partner, Marcum LLP

Leadership Panel: Leading Through Change

Tom Clark

Chief Strategy & Advancement Officer,
KIPP DC Public Schools

Aileen Fuchs

President & Executive Director,
National Building Museum

Misty Thomas Zaleski

Executive Director,
Council for Court Excellence

Agenda
8:30 AM	Arrivals and Breakfast
9:00 AM	Amplifying Impact: A Toolkit for Activating Philanthropy’s Meaningful Middle Clare Golla and Nathaniel Heller
9:50 AM	Break
9:55 AM	Breakout Session 1 GROUP A Conference Room 401.E –Ask the Nonprofit Attorneys GROUP B: Conference Room 401.F – Top 5 Mistakes Nonprofits Make With Their Finances
10:40 AM	Break
10:50 AM	Breakout Session 2 GROUP B: Conference Room 401.E – Ask the Nonprofit Attorneys GROUP A: Conference Room 401.F – Top 5 Mistakes Nonprofits Make With Their
11:35 AM	Break
11:45 AM	Leadership Panel: Leading Through Change Tom Clark, Aileen Fuchs and Misty Thomas Zaleski
12:15 PM	Lunch & Networking
1:00 PM	Event Concludes

Please find more information about our Washington, DC Philanthropic Services here.