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Nonprofit Roundtable: Beyond the Budget: What Nonprofit Leaders Should Be Planning Now

March 25, 2026 8:30 AM - 10:30 AM (EDT)

Description


Sponsored by:Event Sponsor:


Philadelphia FoundationFirst Resource Bank


This session explores what nonprofit leaders should prioritize after the budget is finalized, focusing on how forecasting and cash flow management keep the organization agile, informed, and mission aligned throughout the year. We will examine why diversifying funding sources is essential for reducing vulnerability to timing delays or shifts in donor behavior.

We’ll discuss the importance of building a proactive contingency plan to prepare for cash flow gaps, economic uncertainty, and other risks that can threaten long term financial stability.


PLEASE NOTE: Nonprofit Roundtables are designed exclusively for employees and board members of nonprofit organizations.


About the Presenters:

Carole Santilli, CPA and Jennifer Blasy, CPA from YPTC bring deep financial, accounting and nonprofit experience.

Carole began her career in public accounting, working closely with nonprofit organizations and professional service companies. In addition to her broader professional experience, Carole has been a dedicated supporter of the nonprofit sector, helping organizations improve their financial practices.


Carole Santilli

Jennifer joined YPTC in 2021 and is a client Manager in the Philadelphia market. She is a nonprofit accounting professional with a broad range of experience in external audits, forensic accounting, consulting, and nonprofit accounting leadership.


Jennifer Blasy


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