The CFO’s Role in Planning for New Fundraising & Enterprise Ideas

Mark Van Ness
Founder, Real Leaders and Social Enterprise Loan Fund
Partner, Social Venture Partners

Dave Shaffer, President & CEO
DePaul Industries

Jim Nowodworski, CFO
DePaul Industries

Richard Knox, CFO
Goodwill Industries of the Columbia Willamette

Presentation & Continental Breakfast at 7:30
Networking at 9:00

We have a very exciting session to wrap up 2012!

With an emphasis on commercial approaches to delivering the programs and services that strengthen our missions and our communities, this session highlights the CFO or Fiscal Manager’s role in vetting new enterprise and fundraising ideas. You are invited to join the discussion with social enterprise expert Mark Van Ness and leaders from highly regarded Portland nonprofits DePaul Industries and Goodwill.

Panelists and participants will explore a range of considerations such as:

• Establishing strategic business structures to guide key decisions
• Determining cash and asset requirements
• Evaluating risk potential
• Forecasting the potential for success or failure (and explaining it to others in your organization)
• Monitoring success during and after implementation

About the Presenters

Mark Van Ness is a global leader in the Social Enterprise movement. He is the founder of several social enterprises as well as a financier and speaker in the field. He is the founder of Real Leaders Magazine, Social Enterprise Institute Leadership Forums, Sperry Van Ness, Book Buddies, and Social Enterprise Loan Fund as well as co-founder of Young President’s Organization Social Enterprise Networks and Annual Social Innovation Fast Pitch. Mark’s work has been featured in many publications including USA Today, Business Week, Real Leaders, and Forbes.

Dave Shaffer began his career with DePaul Industries in 1997 and has served in leadership capacities, including Chief Operating Officer and Chief Financial Officer, in all areas of the company’s operations. During his tenure with DePaul Industries, Shaffer has driven sales growth, expanded services and strengthened customer relationships. He has over 30 years of experience in business, including start-ups of successful food and tech companies, turnarounds of organizations that were experiencing financial difficulties, and implementation of improved accounting and financial reporting functions.

Jim Nowodworski, Chief Financial Officer of DePaul Industries, has served as CFO for a variety of companies in the Portland metro area for the past 20 years. He is a member of the American Institute of CPAs and the Oregon Society of CPAs. Jim is on the Board of Advisors for Green Options, LLC dba for GoBox.

Richard Knox joined Goodwill as Director of Finance in 1997. Prior to joining Goodwill, he served as a regional controller for Coremark, a large distributor to convenience/grocery stores; controller of Northwest Bookbinding, a Portland trade binder; and, controller for the Portland Pepsi Bottling Company. Richard has a BS degree in Business from Oregon State University, and an MBA degree from the University of Oregon.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.