The Financial Toolkit: Funding, Investments, Fraud Prevention & Cash

Speakers Coming Soon

Topic: Finance & Operations

Audience: Nonprofit Organizations, Grantmaking Organizations, Executive Directors, Finance Staff,Board Members, Marketing/Communications
Skill Level: Beginner, Intermediate, Advanced

Learning Objectives

We will cover fraud and funds protection, investment options – including trusts and endowments – for nonprofits of all sizes, cash management – along with engaging with banks and CRA requirements.

Brief Summary

Nonprofits face unique financial challenges as they work to advance their missions while maintaining strong fiscal stewardship. Whether you’re leading a small community organization or a large, established nonprofit, understanding how to effectively manage financial resources is critical to long-term success.

Join the Huntington Bank team for an informative panel discussion designed to help nonprofit leaders navigate key financial decisions with confidence. This session will explore how nonprofits can access funding solutions to support growth and operations, develop investment strategies that align with organizational goals, strengthen cash management practices, and protect their organizations from evolving fraud and cybersecurity threats.

Panelists will share practical insights, real-world examples, and actionable strategies to help organizations improve financial resilience, safeguard assets, and maximize the impact of every dollar entrusted to their mission. Attendees will gain a better understanding of the banking resources, treasury management tools, and financial planning considerations available to nonprofits of all sizes.

Whether you are an executive director, finance professional, board member, or development leader, this session will provide valuable guidance to help your organization build a stronger financial foundation and position itself for sustainable success in an increasingly complex financial environment.

Detailed Summary

This session is designed to provide nonprofit leaders with practical knowledge, actionable strategies, and resources they can immediately apply within their organizations. Participants will leave with a stronger understanding of how to build and maintain financial resilience while supporting their mission and long-term goals.

Key outcomes include:

A roadmap for accessing capital and funding opportunities through banking partnerships, including an understanding of common lending options, qualification considerations, and how to prepare financial information for funding discussions.

Best practices for nonprofit investment management, including considerations for reserve funds, endowments, and excess operating cash, along with questions to ask when evaluating investment strategies and advisors.

A fraud prevention checklist that can be used to assess and strengthen internal controls, reduce risk, and protect organizational assets from increasingly sophisticated fraud, cybercrime, and payment scams.

Cash management strategies to improve liquidity, streamline operations, and ensure funds are available when needed to support programs, payroll, and organizational priorities.

Tools for evaluating financial health, including key metrics and financial indicators that executive leaders and board members should regularly monitor.

Questions and discussion points for board and finance committee meetings to support stronger governance and financial oversight.

An understanding of banking and treasury management resources available to nonprofits, including digital payment solutions, fraud mitigation tools, account structures, and cash flow management services.

Attendees will return to their organizations with practical ideas they can implement immediately, as well as a framework for strengthening financial stewardship, protecting assets, and positioning their nonprofit for sustainable growth and mission impact.