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Charting a Course Toward Financial Resilience: Building the Planning Muscle

Wednesday, February 28, 2018 -
9:30am to 12:30pm PST
Northern California Grantmakers
160 Spear Street, Suite 360 | San Francisco, CA
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In uncertain times, it’s important for nonprofit organizations to plan for contingencies and anticipate both short- and long-term needs. Financial planning, which ranges from annual budgeting to multi-year projections, is about connecting programmatic goals to resource decisions. And while a strong financial planning function is critical, many organizations struggle to assess and refine strategy on an ongoing and “adaptive” basis. In this session, we will explore the skills and tools nonprofits must develop if they are to build their financial planning “muscle” and how funders can support them in this process.

Join Us To:

  • Understand the importance of multi-year planning that is supported by nimble and flexible financial models
  • Learn how scenario planning can help organizations be better prepared for growth as well as “rightsizing”
  • Understand options for business model adjustments in response to external changes

Financial Management Series:

This workshop is part of a four-part series delivered by FMA. Each workshop has a cost of $30 per person, and the four-part series is $100. Please register in the box to the right. 


Hilda H. Polanco, CPA, CCSA®, CGMA

Founder and CEO, FMA

Hilda is the founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when they face financial management challenges.

Skilled at navigating the challenging relationships between nonprofit organizations and their foundation investors, Hilda understands “both sides of the desk” in a way that enables her to speak to the sometimes competing priorities and interests of grantors and grantees.  She has worked with foundation leadership and program staff nationwide to increase the efficiency and effectiveness of their operations. In particular, Hilda has delivered training to Program Officers and extensive advisory services to foundations on improving and aligning their grantmaking with best-practices. 

With more than thirty employees nationwide, Hilda has cultivated a staff that shares her vision of the benefits a financially savvy nonprofit and philanthropic sector can deliver to a broader community.   

Hilda has served as an adjunct professor at Columbia University’s Department of Health Policy and Management. She is the Chair of the Board of Directors for the New York Better Business Bureau Foundation and serves on the Board (as Audit Committee Chair) for Acelero Learning, an organization that works with local communities to support high quality Head Start programs. She also serves on the Executive Advisory Board of the Harvard Journal of Hispanic Policy. 

A sought-after thought-leader, Hilda has been invited to present at the Grants Managers Network (now PEAK Grantmaking) Conference, Exponent Philanthropy, and the GEO Conference.  She has delivered several webinars on behalf of the Nonprofit Quarterly and published related articles in the print journal and online. Her capacity for clarifying difficult concepts for lay audiences has attracted the attention of journalists who have relied on her expertise in publications like Barron’s, Associations Now, and the Chronicle of Philanthropy, among others. 

Hilda graduated from New York University with a B.A. in Accounting and began her career with Ernst & Young where she ascended to Manager before leaving to build a firm that would serve the particular needs of the nonprofit sector. In 1999, that firm became FMA.