Closing with Care: Strategic Financial Planning for Social Profits

This presentation is designed for social profit professionals to manage their organization’s closure with integrity and care, with the goal of equipping them to make informed and responsible financial decisions during the process of winding down their organization. Topics covered will include, but are not limited to:

Identifying and managing financial risk areas

Key differences between social profit organizations and charities

Timing considerations for closure

Compliance requirements

Strengthening internal financial controls

Financial reporting to the board and stakeholders

Post-closure responsibilities

With a focus on integrity, compliance, and stewardship, this session empowers you to manage your organization’s closure responsibly, ensuring that your legacy and mission remain intact.

Don’t leave your final chapter to chance—equip yourself with the insights to close with purpose and professionalism.