Events & webcasts




Event type:



Event location:



Recommended CPE Credits:

Please note: CPE credits are not awarded for webcast replay.  


Event audience:

C-Suite leaders, Board members, and finance executives of not-for-profit organizations


Event contact details:



Not-for-profit reserves — What's the right amount for my organization?




Event Description 


Over the past years, not-for-profit organizations have experienced significant shifts and tumult in their operating environments. COVID-19 lockdowns, federal legislation and funding  programs, performance of financial markets, the war for talent, and inflation, among many other factors, have influenced how not-for-profit organizations operate, allocate resources, plan, and pursue mission objectives. Generic rules of thumb would say that six months of operating expenses is the "right" amount of reserves for a nonprofit; however, this guidance has various limitations and has been of disservice to nonprofits for many years.  


Join us for an interactive discussion regarding the importance and benefits of a more thoughtful and detailed reserves planning approach, key considerations when formulating a reserves policy, reserves planning's intersection with long-range financial planning, and the importance of messaging your approach to organizational stakeholders.  


Date and time

Original broadcast, Tuesday, January 23, 2024

2:00 PM ET - 3:00 PM ET



Recommended CPE credits

Please note: CPE credits are not awarded for webcast replay.



Learning objectives

  • Define why reserves planning is an important topic for not-for-profit organizations
  • Identify the various benefits associated with adopting a more refined approach to reserves planning
  • Cite the uses of reserves to help nonprofits ensure continuity to ongoing operations and more effectively position for the future

Guest speakers:


Grant Thornton speakers:

Joseph Mulligan

Joe is a Principal with Grant Thornton's Advisory Services practice. In this capacity, Joe partners with leaders, including boards, committees, and management that aspire to enhance the attainment of organizational, mission and financial objectives.

Iselin, New Jersey

  • Not-for-profit & higher education
Service Experience
  • Advisory
  • Commercial and growth
  • Growth and transformation
  • Operations and performance
  • Finance modernization
  • Technology transformation
  • Restructuring and turnaround
  • Transaction advisory



Recommend field of study

Business Management and Organization



Program level








Delivery method

Group - Internet




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