Innovative workforce strategies: Transforming organizational success
Workforce challenges continue to be a significant concern for not-for-profit leaders in 2025. From recruitment and retention to managing limited resources and requiring specialized expertise, these issues are top of mind for leaders, board members and strategists.
Join our engaging panel discussion where not-for-profit leaders will share their firsthand experiences on how innovative workforce solutions have propelled their organizations forward. Discover how they have effectively leveraged outsourced accounting, fractional employees, and C-level personnel to drive positive change and achieve their goals.
Guided by a Baker Tilly specialist, this session will offer valuable insights and practical advice for your organization. Learn about the lessons they have learned, the challenges they faced, and the remarkable results they achieved through these creative workforce strategies.
Don’t miss this annual CPE session focused on helping your organization drive its mission forward.
Learning objectives:
- Gain insights from not-for-profit leaders on how to effectively leverage outsourced accounting and fractional employees to enhance organizational efficiency and effectiveness.
- Understand real-world examples of how personnel can significantly impact the success and growth of an organization.
- Acquire practical advice and lessons learned that can be applied within your own organization to drive improvement and achieve strategic goals.
Meet your panelists and moderator:
- Shelby Netz, CPA | Principal, Baker Tilly
- Jamey Santo | Executive Pastor, Life Mission Church
- Kathryn Kanjo, | Director and CEO, The David C. Copley, Museum of Contemporary Art San Diego
- David Channer | President and CEO, A Better Way, Inc.
Who should attend:
Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers, audit and finance committee members and board members from any type of not-for-profit organization, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations and others mission-based entities.
Information about CPE eligibility:
There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.
Level: Basic
Number of credits: One (1) hour total credit
Field of study: Business Management & Organization – Non-technical
