End-of-year planning is often an exciting and educational time for most not-for-profit executives and program managers. It creates the opportunity to establish strategic objectives for the coming year, evaluate existing program effectiveness, and contemplate changes that drive more value to those served. What makes the process so valuable is that it creates an open forum for the exchange of ideas about how to serve, add value, and drive growth more effectively. There is also discussion about finances, fundraising program effectiveness, and how to drive additional donor engagement. The goal is to develop a plan that guides the organization in the new year.

An essential part of the planning process is to look beyond the “four walls” to understand the impact of broader trends, issues, and changes impacting organizations. This means taking a broader view to understand how others in the industry are tackling common challenges and responding to new ones. Understanding how others are navigating complex waters can lead to an “a ha” moment which can act as the catalyst to the next great idea.

Get Ready for 2022

In this webinar recording from December 1, 2021, PBMares’ experts provided insight on the top challenges and opportunities facing not-for-profit organizations in 2022. Learn from Bo Garner, CPA, Not-for-Profit Team Leader, and Miriam Song, Tax Senior, shared tax updates, the impact of new legislation, succession planning challenges and industry best practices. Nina McAvoy, CISA, Cybersecurity & Control Risk Services Team Leader, presented the importance of a robust cybersecurity program to ensure your organizational and donor data is protected. Leaders from Samaritan House were also on hand to share their success story on outsourced accounting. Cut through the fluff and find out exactly how your organization can succeed in the new year.

View the Webinar Recording and Slides Below