Nonprofit State of the Union 2026

January 28, 2026 | 11:00 am - 1:00 pm
Virtual Event
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Resilience Redefined: Nonprofits in a Time of Transformation

2 CPE credits are available for this webinar.

2025 challenged nonprofit leaders to do more with less, manage uncertainty, and make strategic decisions with limited visibility. As trusted advisors to nonprofit organizations, we’ve seen resilience evolve beyond simply “getting through tough times.” Today, resilience means being financially agile, operationally efficient, and mission-driven in a landscape shaped by economic shifts, new technologies, and rising stakeholder expectations.

As we look ahead, the right strategy for 2026 will be make-or-break for many organizations—those that plan, adapt, and invest wisely will be best positioned to sustain their missions and thrive in a changing environment.

This year’s Nonprofit State of the Union explores how organizations are transforming challenges into opportunities—with insights drawn from financial trends, compliance developments, and emerging best practices that can help leaders strengthen their fiscal health and organizational impact.

Time Session Details
11:00 – 11:15 am Welcome / Introduction
Amy Boland and Melissa Musser
  • GRF’s 2026 Top Risks Report
11:15 – 11:35 am Governance, Compliance, and Risk Readiness
Mac Lillard and Alex McNeill
  • Strategic drift amid global, economic, and digital disruption
  • Cybersecurity, business continuity and resilience
  • Talent management, culture, and organizational governance
11:35 – 11:55 am Financial Resilience in an Unpredictable Economy
Leslie Zeid and Mark Tessar
  • Managing liquidity and reserves strategically
  • Budgeting and forecasting with greater agility
  • Insights from recent audit and financial statement trends
11:55 am – 12:15 pm Technology and Transformation
Heather Broberg and Leo Gutierrez
  • Leveraging automation, cloud accounting, and AI for efficiency
  • Using financial dashboards and data analytics for better decision-making
  • Digital transformation as a driver of mission success
12:15 – 12:35 pm Sustaining Impact and Donor Confidence
Dick Locastro and Lisa Heller
  • Aligning financial strategy with mission outcomes
  • Improving reporting and storytelling through data
  • Demonstrating accountability and stewardship to funders
12:35 – 12:55 pm Fireside Chat: Talent, Culture, and Leadership Resilience
Guest Speaker TBA
  • Responding to staffing shortages and turnover
  • Building financial literacy across the organization
  • Succession planning and leadership continuity
12:55 – 1:00 pm Q&A

Additional Program Details:

  • Learning Objective: To provide tax-exempt organizations with a better understanding of areas to prioritize in the coming year.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 2 CPE
  • Recommended Fields of Study: Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact nmcelveen@grfcpa.com with any concerns.

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