Demystifying Financial Sustainability: Webinar and Clinics with CompassPoint Nonprofit Services – Register Now!

September 26, 2014

Sustainability Clinic: Tuesday, November 18th 9 am -4 pm and Wednesday, November 19th 9 am-4 pm (Repeat Sessions)

Participants must have either attended the October 21st webinar or listened to the recording in full (please visit our Resources page to access the recording). The clinic will help attendees put the finance and sustainability concepts covered in the webinar into practice in their organizations. Teams of 2-4 leaders from your organization will spend the day together doing the work of defining sustainability for your organization, analyzing the strengths and weakness of your current business model, and outlining key decisions that need to be made to deepen your impact and financial health.

This hands-on clinic is for teams that including the executive director (mandatory) and 2-3 other key leaders from board and/or staff. All attendee teams will get support in using the Matrix Map template to create a visual analysis of their current business model.

Fees for the workshop are based on the number of participants: $175 for a team of two and $250 for teams of three or four participants. Lunch will be provided and attendees will receive a workbook with samples and templates. Registration will be accepted on a first-come first-serve basis. Payment is required at the time of registration. Registration is final and refunds will not be issued.

The clinics will be held on Tuesday, November 18th and Wednesday, November 19th, 9 am-4 pm at the Greater New Orleans Foundation located at 1055 St. Charles Avenue, Suite 100. These are repeat sessions – sign up for only one of the sessionsClick here to register. Please contact Mandi Cambre at if you need additional information. These clinics are sponsored in part by funding from JPMorgan Chase.


Webinar: Tuesday, October 21st 12 pm-1:30 PM – This webinar is closed. Please access the recording on our Resources page.

Join CompassPoint CEO Jeanne Bell, author of three books on nonprofit finance and sustainability including, The Sustainability Mindset (Jossey-Bass, 2014) to be published this October, for an interactive webinar hosted by the Greater New Orleans Foundation’s Organizational Effectiveness initiative.

This webinar is designed for executive directors, staff, and board members with financial and/or responsibility for shaping the organization’s strategic direction. Our objectives for this 90 minute session are:

  • Establish a shared finance vocabulary across your organization.
  • Define ‘sustainability’ for your organization.
  • Review the Matrix Map, a recently updated tool and process for assessing business model strength outlined in Jeanne’s latest book, The Sustainability Mindset.
  • Determine your next steps towards sustainability.

About the trainer: This workshop is being led by Jeanne Bell, CEO at CompassPoint Nonprofit ServicesJeanne is one of the country’s leading providers of leadership and organizational development services to nonprofit organizations. She is the co-author of “Nonprofit Sustainability: Making Strategic Decisions for Financial Viability” (Jossey-Bass) and “Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long Term Success” (Turner). In addition to frequent speaking and consulting on nonprofit strategy and finance, Jeanne has conducted a series of research projects on nonprofit executive leadership, including Daring to Lead 2011: A National Study of Nonprofit Executive Leadership and Securing the Safety Net: A Profile of Community Clinic and Health Center Leadership in California. Jeanne currently serves on several boards, including the Alliance for Nonprofit Management, The Nonprofit Quarterly, and Intersection for the Arts.


About the Greater New Orleans Foundation and Organizational Effectiveness: The Foundation serves Southeast Louisiana by identifying community needs, designing and leading broad-based initiatives to meet those needs, and supporting the local and regional nonprofits whose missions complement ours. Key to the Foundation’s approach to building “a thriving community for all” is our support of the region’s nonprofits. This approach is exemplified by our Organizational Effectiveness initiative, which supports nonprofit leaders and their boards to work more effectively, collaboratively, and successfully on behalf of their clients and mission.

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