BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260902T100000 DTEND;TZID=America/New_York:20260902T110000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Challenge Accepted: When Outsourcing Makes Sense DESCRIPTION:DescriptionFor smaller organizations\, internal and external challenges\, such as succession planning\, unplanned transactions\, or the desire to stay focused on the mission can jeopardize the entity's ability to meet ongoing financial reporting needs. During this session\, learn how and when entities can make the most of outsourcing to supplement their current financial departments\, or to tackle specific financial challenges. Learning ObjectivesHighlight when organizations should consider a partial or full outsource of financial services. Identify these triggers.Highlight internal and external financial challenges that often occur in smaller organizations.Identify ways boards can utilize outsourcing to help with financial challenges such as succession planning\, unplanned transactions\, or special projects.Recognize ways organizations can utilize outsourcing to supplement and support their organization's finance functions.Nonprofits First\, Inc is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP recertification activities.\nABOUT THE PRESENTERThomas Carlesso\, J.D.\, C.P.A. is a multilingual finance and governance professional with experience as a former Big 4 consultant and senior executive\, including roles as Controller\, CFO\, and Internal Audit Director for Fortune 500 organizations. His background spans finance\, audit\, internal controls\, risk\, compliance\, and corporate governance\, with a strong focus on driving effective practices in the nonprofit sector. Thomas is a CPA licensed in New York and holds a Juris Doctor (cum laude). X-ALT-DESC;FMTTYPE=text/html:

Description

For smaller organizations\, internal and external challenges\, such as succession planning\, unplanned transactions\, or the desire to stay focused on the mission can jeopardize the entity&rsquo\;s ability to meet ongoing financial reporting needs. During this session\, learn how and when entities can make the most of outsourcing to supplement their current financial departments\, or to tackle specific financial challenges.

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Learning Objectives

  1. Highlight when organizations should consider a partial or full outsource of financial services. Identify these triggers.
  2. Highlight internal and external financial challenges that often occur in smaller organizations.
  3. Identify ways boards can utilize outsourcing to help with financial challenges such as succession planning\, unplanned transactions\, or special projects.
  4. Recognize ways organizations can utilize outsourcing to supplement and support their organization&rsquo\;s finance functions.

Nonprofits First\, Inc is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP®\; or SHRM-SCP®\; recertification activities.

ABOUT THE PRESENTER

Thomas Carlesso\, J.D.\, C.P.A. is a multilingual finance and governance professional with experience as a former Big 4 consultant and senior executive\, including roles as Controller\, CFO\, and Internal Audit Director for Fortune 500 organizations. His background spans finance\, audit\, internal controls\, risk\, compliance\, and corporate governance\, with a strong focus on driving effective practices in the nonprofit sector. Thomas is a CPA licensed in New York and holds a Juris Doctor (cum laude).
LOCATION:West Palm Beach FL UID:e.3446.1448882 SEQUENCE:3 DTSTAMP:20260721T070820Z URL:https://members.nonprofitsfirst.org/events/Details/challenge-accepted-when-outsourcing-makes-sense-1716188?sourceTypeId=Hub END:VEVENT END:VCALENDAR