CEO Conversations: Strategies to Help Fuel Sustainable Financial Growth (in-person)

About CEO Conversations:

CNM’s CEO Conversations series is designed to provide learning and networking opportunities for Nonprofit Executive Directors and CEOs. With a mix of educational and social gatherings, CEO Conversation events allow space for Executives to share best practices while strengthening the whole nonprofit community.

Event Description:

According to Giving USA's latest report, 2022 was one of the worst years in philanthropic history. With donors and corporate partners holding back contributions out of fear of rising inflation and a turbulent economy, nonprofit leaders have had to re-examine their financial health and prioritize reserves to sustain mission-critical operational expenses.  

So, what can CEOs expect as we look at market trends leading into 2024? Do we invest, save, or both - and find the balance between growth, liquidity, and being good financial stewards?   

Join CNM for our next CEO Conversation as we discuss strategies to sustain your nonprofit's financial future. Led by Doug Jones, CERTIFIED FINANCIAL PLANNER ^TM at Pinnacle Financial Partners, we'll outline various approaches to help your organization achieve financial resilience so you can walk away with a game plan to turn your funds into mission-powered fuel.

About the Speaker:

Doug Jones is Senior Vice President with Pinnacle Asset Management and a Financial Consultant and CERTIFIED FINANCIAL PLANNER ^TM professional with Raymond James Financial Services. Doug has more than 30 years of financial services experience, serving in various roles in municipal finance, restricted stock, executive services, financial planning, and wealth management. He is a graduate of The University of Tennessee with a degree in Business Administration & Finance and has lived and worked in the Middle Tennessee area his entire career.

^{Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.}

Structure: 

• 8:00 am - Networking & Light Bites
• 8:30 am - Program & Discussion 
• 9:30 am - Final Remarks

** Attendees can park anywhere in the Pinnacle Symphony Center parking garage that’s not labeled as reserved. Be sure to bring your parking ticket with you to have your parking validated.**

Special Needs, Accommodations, and Event Questions:

We strive to be open and inclusive with our events. Please contact Kathryn Swanton (Sr. Manager of Marketing and Special Events) at 615-544-4716 or kathryn@cnm.org if you need any accommodations, special requests, or have additional event-related questions.