YOU’RE INVITED
Nonprofit leaders are being asked to do more with every dollar, making a strong financial foundation more important than ever. Join us for SAX’s annual Nonprofit Conference as we bring together industry professionals and nonprofit leaders to share practical strategies for maximizing resources, strengthening financial performance, and communicating impact – to build stronger nonprofits.
Explore how to turn financial data into a compelling story for donors and stakeholders while uncovering new opportunities to reduce expenses, improve efficiency, and make your organization’s resources go further.
Agenda
9:00am – 10:00am
Networking Breakfast
10:00am – 10:10am
Opening Remarks
10:10am – 11:00am
Panel Discussion: Financial Storytelling
Understanding financial statements, KPIs, what stands out to donors, and the importance of the story behind the numbers.
Marisa Diaz
Moderator
Chase Bank, Vice President, Relationship Manager Senior – Not for Profit
April Kushner
SAX, Partner
Jessica Padilla Gonzalez
CUMAC, CEO
11:00am – 11:15am
Break & Networking
11:15am – 12:00pm
Panel Discussion: Finding Dollars Without Fundraising
Expense management, automation, outsourcing and shared services – what’s left on the table?
Adam Holzberg
Moderator
SAX, Partner
Dani Secemski
ERA Group, Consulting Partner
Jake Frankel
ASF Strategies, Founder
Peter Motsch
SAX, Partner
Date of Event
September 23, 2026
9:00AM – 12:00PM
Location of Event
Saddle Brook Marriott
138 New Pehle Ave
Saddle Brook, NJ
Presenting Sponsor
