What Matters for Not-for-Profits: Mergers, Aquisitions, and Strategic Partnerships

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Sep 17, 2019

Registration: 4:00 PM / Program: 4:00 PM - 6:15 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

As they seek to fulfill their mission and objectives, nonprofit leaders are exploring strategies to maximize funding, enhance program awareness, and extend the organization’s reach in an often crowded and competitive marketplace. 

In this program, you’ll hear how some not-for-profit leaders have taken the leap toward growth and mission sustainability by joining forces with like-minded, complementary organizations through mergers, acquisitions, and strategic partnerships. 

Pre-registration is required for this event.

Come early to network and enjoy light food and drink with other not-for-profit professionals!

  • 4:00 p.m. – Networking & Refreshments
  • 4:45 - 6:15 p.m. – Program


Parking and where to go once you get there:

Parking is plentiful and free of charge at the OSCPA Center. Upon arrival please come up to the second floor where the event is being held.

Not able to attend in-person? Register for the livestream webcast.

Designed For

This program is designed specifically for not-for-profit organization leaders and the professional service firms who help them to grow and be sustainable.

Objectives

The “What Matters” series helps facilitate collaborations among the professional disciplines that serve NFPs while increasing their knowledge of important issues impacting the sector. Our goal is to highlight the growth and vitality of the nonprofit industry in Oregon and beyond, reinforce to the public its increasing significance in our economy, and bring professionals together with nonprofit organizations to discuss growth and sustainability challenges.


Leaders

Saskia De Boer

Saskia de Boer advises tax-exempt organizations and businesses regarding the federal and state rules that regulate the charitable sector. As the former managing director and senior program counsel for a multibillion-dollar national private operating foundation, Saskia has a particular appreciation for the complex regulatory environment and business challenges faced by nonprofits. Saskia counsels management and boards of public charities, private foundations, advocacy organizations, trade associations, and business corporations on a wide range of compliance matters and strategic issues. She has substantial experience with governance, complex collaborations, public-private partnerships, advocacy, and political activities. Combining her passion for community with her management background and legal expertise, Saskia provides her clients with incomparable strategic vision to manage risk while maximizing charitable intent and impact.

David McClay

David is a highly capable, knowledgeable, compassionate, forward thinking, and impactful executive. His deep wisdom and expertise forged from over 8 years of increasingly responsible executive management experience with Columbia Wellness, prior experience in accounting for large business and non-profits and education in healthcare management and information technology enables him to effectively lead Columbia Wellness.

Andy Nelson

Andy Nelson is a community leader who believes in the power of people helping people. He has worked for more than 25 years to unite diverse people, businesses and organizations to create a common vision and lasting change.

Andy joined Impact NW in July 2016 as Associate Director, with primary oversight of development, communications and branding. It was a homecoming of sorts. Andy served as Development Director of Impact NW from 2000-2002. He went on to lead Hands On Greater Portland’s evolution from a start up to the region’s leading volunteer service engine. Andy next led Big Brothers Big Sisters to become Oregon’s Most Admired Nonprofit in 2014.

Andy is past chair of the Portland Parks Board and vice chair of Partners in Diversity – the people who bring you Say Hey! A native of New England, Andy earned a Master’s in Social Work from the University of Connecticut and is a 2008 graduate of Leadership Portland. He lives in Northeast Portland with his wife and son.

Karen Rasmussen

Karen Rasmussen, CPA, CHC is Managing Director of the Rasmussen Group, LLC. She is currently working in a management consulting project for the ATUM Group, where her current work includes partnership exploration and due diligence between two non-profit organizations. Beginning her career at the firm currently known as PriceWaterhouseCoopers, she founded and led the internal audit and compliance functions for Legacy Health, including mergers and acquisition due diligence work. She has served in enterprise risk management leadership roles with Kaiser Foundation Health Plan NW and Providence Health & Services. Currently, Karen is the Finance, Audit and Compliance Committee Chair for the Albertina Kerr Center Board and serves on their Executive Committee. Her leadership experience with both public and non-profit organizations, large and small, brings a balanced business perspective to her work