November 8, 2023
3:00 pm - 6:00 pm

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The Top Five Financial Risks and Opportunities Facing Nonprofits Today

This event is hosted by the Tenenbaum Law Group and Bernstein Global Wealth Management. 

There has never been a shortage of financial risks and opportunities facing nonprofit organizations, but these ever-changing times generate greater ones than ever before. Many nonprofits are struggling to create new sources of revenue while minimizing UBIT, exploring the use of taxable and tax-exempt subsidiaries to open new doors, working to strengthen their internal controls, dealing with budgeting hurdles, and always wanting to avoid hiccups in the annual audit process. We have assembled a top-notch panel of financial experts who work for and with nonprofits to address all of these issues and provide practical, real-life examples of workable, effective strategies for dealing with these challenges. The topics to be covered include:

  • Budgeting in times of uncertainty
  • Diversifying revenues
  • Detecting and preventing fraud and embezzlement
  • Keys to avoiding financial audit pitfalls
  • Creative strategies for minimizing UBIT
  • Using taxable and tax-exempt subsidiaries and affiliates to create new financial opportunities

This is a live event that every nonprofit CEO, CFO, COO, and other nonprofit executives will not want to miss.


Additional Details:


  • Jeffrey S. Tenenbaum, Esq., Managing Partner, Tenenbaum Law Group PLLC


  • Jennifer McCahill, CPA, Audit Partner, GRF CPAs & Advisors
  • Glen Devenish, Director and Washington, DC Market Leader, Your Part-Time Controller
  • Jessica Richards, Assistant Vice President/Finance, Association for Talent Development
  • Marta Sokol, CPA, Chief Financial Officer, Wireless Infrastructure Association
  • Joseph Stangl, Chief Financial Officer, Air & Space Forces Association

Nonprofit Advisory Board Program and Rooftop Reception

Wednesday, November 8, 2023

  • 3-3:30 PM – Check-In and Networking
  • 3:30-4:45 PM ET – Program
  • 4:45-6 PM ET – Rooftop Reception

Bernstein Global Wealth Management
800 Connecticut Ave. NW, Suite 1100
Washington, DC


Jennifer McCahill, CPA

Partner, Audit

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