Speaking

Updated October 2026. Titles link to event pages where available.

Upcoming

“Turnarounds, Mergers, Exigency and Closure: Understanding Pathways for Financially Stressed Institutions.” EACUBO Annual Meeting, Buffalo, NY, October 13, 2026. With James A. Keller, Saul Ewing LLP, and Mark Podgainy, DSI.

ProCFO Partners Annual Conference, Charleston, SC, October 25–30, 2026.

“AI for Finance.” Panel, BNY Mellon. Date TBA.

Conference Sessions and Panels

“Cutting Costs Without Cutting the Mission.” Chamber of Commerce for Greater Philadelphia, Philadelphia, PA, September 23, 2026.

“Nontraditional Revenue Streams for Arts Nonprofits.” Americans for the Arts Annual Convention, Albuquerque, NM, June 3, 2026.

“A Candid Conversation.” The ACGG, Greensboro, NC, November 10, 2025. Moderated by Ivan Canada, North Carolina Center for Nonprofits.

Webinars

“Six Numbers, One Clear Story.” Impact Makers webinar, Edyth Bush Institute for Philanthropy and Nonprofit Leadership, Rollins College, October 8, 2026.

“Generative to Agentic: A CFO’s Field Notes.” AI Best Practices Session, ProCFO Partners, September 25, 2026.

“From Anxiety to Advantage: Building a Modern Finance Stack.” The Chronicle of Philanthropy, August 26, 2026.

“The Future Is Fractional.” Lucky No. 12, March 26, 2026.

Teaching and Guest Lectures

“The Six Metrics Every Nonprofit Board Should Know.” Master of Public Policy program, Temple University.

Podcasts

The Nonprofit Lab. Forthcoming.

Opening Pathways, with Tom LeNoble. Forthcoming.

Consulting Rainmakers. Forthcoming.

“Strategic Nonprofit Finances with Larry Bomback.” The UNCAGED Show, April 30, 2025.

“Musician into Fractional CFO.” POPUP Skills Journey, Cackle Media, April 2025.

“Choosing and Implementing the Right ERP System for Your Business.” The ProCFO Podcast, ProCFO Partners, December 17, 2024.