7:30 AM — 1:30 PM

Rethinking Sustainability:

A Focus on Flexibility, Efficiency & Impact

Now in its 5th year, Armanino’s free, half-day nonprofit symposium will focus on how finance leaders can help their nonprofits rethink the concept of “sustainability.” Attendees will discuss ways to create a more flexible, efficient and impactful finance team with the help of the right people, technology and reporting. You will learn ways to ensure your nonprofit is fiscally sound in the months, years and decades to come.

Up to 4 hours, Governmental, continuing education (CE) credits offered to attendees.

Who's Speaking?

Our speakers—nonprofit experts, accountants and CFOs—will discuss traditional best practices and emerging financial trends that will help you rethink sustainability and impact mission goals.


Walk away with a clear understanding of how nonprofit CFOs and their finance teams can start creating trends—not following them—by building a team with flexible skillsets, improving efficiencies and making an impact with the right reporting to board members, funders and donors.

Registration & Breakfast7:30 am – 8:30 am
Welcome8:30 am – 8:45 am
Keynote: Sustainability: Does It Actually Exist in the Nonprofit Sector

There has been much discussion about nonprofit sustainability. As nonprofit leaders, we are constantly asked by funders, donors and the general public about how we plan to sustain our programs. In light of the growing challenges facing the nonprofit sector, we must re-evaluate our assumptions—as well as society's perceptions and expectations—and think strategically. Vu Le, author of nonprofitwithballs.com and Executive Director of Seattle-based Rainier Valley Corps, will discuss the current state of the nonprofit sector, as well as where he sees the sector in the next five-plus years. His discussion will center around equity, diversity and inclusion, meta-innovation and the critical role that finance leaders and their teams play in the sector. Prepare to laugh and think.

8:45 am – 9:35 am
Break9:35 am – 9:45 am
Building and Managing a Flexible Finance Team

CFOs struggle with hiring the right resources to handle the multitude of responsibilities they oversee. During this panel discussion, attendees will get an inside look on managing a flexible finance team. Panelists will discuss structuring your ideal finance team and ways you can outsource key roles to tackle the ongoing challenges of having to do more with fewer resources.

9:45 am – 10:35 am
Break10:35 am – 10:45 am
Driving Efficiencies for a Better Tomorrow

When it comes to streamlining your fundraising goals and driving mission impact, your organization should stay on top with the latest technology and processes to increase efficiencies. During this interactive session, attendees will discuss software solutions tailored to enterprise resource management (ERP), fundraising, and budgeting and rolling forecasting. From there, you’ll learn quick and easy process improvements that are guaranteed to provide meaningful reporting, consolidate your data and support your mission—today and tomorrow.

10:45 am – 11:35 am
Break11:35 am – 11:45 am
The CFO’s Strategic Role in Rethinking Sustainability

CFOs are faced with tackling financial challenges, including ensuring their nonprofit organization has enough money to maintain operations—today, next month and into next year. During this panel discussion, attendees will hear how some nonprofit CFOs are actively improving their board communications. You will learn how to best communicate financial reporting changes, review alternative funding options and other helpful tactics to ensure finance can positively impact the decisions of board members, funders and donors.

11:45 am – 12:35 pm
Closing Remarks12:35 pm – 12:45 pm
Lunch & Networking12:45 pm – 1:30 pm

Travel Information

Steps from the California Street cable car, the Hyatt Regency San Francisco, with a soaring 17-story atrium,
is a 4-minute walk from the Ferry Plaza Building and its famous farmers market.


Valet Parking

Valet parking cost: $59 + $8.26 tax per day with in and out privileges.



  • Self-parking option is available near the hotel at a lower cost without in and out privileges.
  • Daily Maximum Rate (24 hours): $33.00.
  • Due to tight enforcement, we do not recommend parking on the streets around the hotel.

BART Access

  • Exit at Embarcadero station and use the Drumm St. exit.
  • The hotel is located directly outside the station.
  • Trains are available every 15-20 minutes.

Our Event Sponsors

Armanino is proud to present the 5th Annual Nonprofit Symposium. We wish to thank all of our sponsors for their generous support.

Gold Sponsors

Silver Sponsors

Bronze Sponsor