Financial Capacity and Growth Strategy Workshop

Practical workshops for nonprofit leaders focused on compliance, financial strength, and sustainable growth

Ideal Audience:  Board Members with fiduciary oversight responsibilities;  Executive Directors and Program Directors responsible for program expansion and involved in budgeting, reporting, and grant compliance;  Emerging nonprofit leaders preparing organizations for sustainable growth

Moderator: Alana Tamara Miller, CPA – Miller CPA Group, P.C.

Panelists: Deanna Wolf, Senior Director – Amplified Impact Partners; Rebecca Nussbaum, Chief Program Officer – Community Resource Center; Stacy Maxa, Chief Financial & Administrative Officer – Girl Scouts San Diego

Growth sounds exciting—but in the nonprofit world, expansion isn’t just about doing more. It’s about whether your organization can financially sustain doing more.  Nonprofit growth is typically grant-enabled, not revenue-driven—which introduces a unique set of risks, constraints, and financial considerations. Expanding programs often means adding staff, increasing overhead, and relying on restricted funding sources that don’t always align with operational needs.

This workshop takes a practical approach to capacity building—moving beyond theory to help you evaluate whether your organization is truly ready to grow—helping organizations anticipate timing gaps in grant funding, avoid over-extension, and reduce the risk of financial distress or compliance failures.  By strengthening financial decision-making at both the management and board levels, organizations are better positioned to deploy grant funding effectively, document informed oversight, and deliver expanded services without compromising long-term mission impact or organizational viability.

Key Takeaways

• Identify whether your financial and operational infrastructure can support expansion.
• Ensure programs work not just on paper—but in practice.
• Understand fiduciary responsibilities and how to present clear, supportable budget proposals.