Nonprofit/CBO Roundtable: Financial Foundations for Nonprofits

Description

Financial Foundations for Nonprofits

Transform your approach to nonprofit financial management in this interactive, hands-on workshop designed for nonprofit leaders, board members, and staff. This session will equip you with the knowledge and practical tools needed to confidently interpret financial statements, build and manage effective budgets, and identify the key metrics that drive informed decision-making. Through real-world examples, guided discussion, and expert insight, participants will gain a clearer understanding of financial best practices and walk away with actionable strategies to strengthen their organization’s financial health and long-term sustainability.

Gretchen Naso, Victoria Pritchard, and Jordan Zimmerman of RKL Virtual Management Solutions will lead the presentation and conversation, sharing practical insights on nonprofit financial management, budgeting, and decision-making strategies.

Meet our Presenters:

Gretchen Naso, President of RKL Virtual Management Solutions

Gretchen Naso, President of RKL Virtual Management Solutions, brings more than 30 years of experience helping organizations across the U.S. improve structure, staffing, and operational efficiency. She leads a team focused on supporting next-level growth through strategic, outsourced solutions, with a consultative approach grounded in understanding each organization’s unique goals. Gretchen has worked with a wide range of industries, including nonprofits, and is known for building strong relationships that drive meaningful, sustainable results.

Victoria Pritchard, Technology & Innovation Practice Leader at RKL Virtual Management Solutions

Victoria serves as the Technology & Innovation Practice Leader for RKL Virtual Management Solutions, where she leads technology strategy and innovation across outsourced back-office services. Since joining RKL in 2014, she has developed deep expertise in financial management consulting, specializing in solutions ranging from transactional support to fully outsourced financial operations. Victoria is known for her practical approach to identifying and implementing modern technologies that enhance efficiency and support organizational growth.

Jordan Zimmerman, Core Accounting Practice Leader at RKL Virtual Management Solutions

Jordan is a Core Accounting Practice Leader at RKL Virtual Management Solutions, where he oversees QuickBooks and financial management services. With 14 years of experience across public, private, not-for-profit, and creative agency accounting, he brings a well-rounded perspective to supporting organizations with practical, effective financial solutions.

What is Nonprofit/CBO Roundtable? From grant writing to volunteer management, governance to leadership development, Nonprofit/CBO Roundtable offers the strategies, resources, and insight you need for your community benefit organization (CBO) to succeed. Partnering with the Lancaster County Community Foundation (LCCF), each session will provide a deeper dive on critical topics influencing your efforts to serve as a catalyst for change in Lancaster County. Collaborate with other nonprofit professionals and share your own experiences to take your organization to the next level!

Thanks to our Partners: