Financing Business Growth & Skills for Serving on a Nonprofit Board

• 5 :00 - 5:45 PM : Dinner, Networking
• 5 :45 - 6:45 PM : "Financing Business Growth - Feasibility & Overcoming Hurdles" presented by Steve Watts, Senior Vice President, Summit Bank, IMA Portland Chapter Annual Sponsor
• 6 :45 - 7:00 PM : Dessert & Networking Break
• 7 :00 - 8:00 PM: "Skills For Serving On A Nonprofit Board and Why CMAs & CPAs Are Sought After For Service" presented by Bill Mancuso, CPA, Manager-Sales, Your Part-Time Controller

• Plated salad spring mix, tomatoes and a choice of Italian or Caesar dressing.
• FAMILY STYLE CHARCUTERIE
• Selection of Fire Roasted Meats: Choices include: Picanha* (Prime part of the TopSirloin), Lombo (Pork), Linguica (Spicy Pork Sausage) & Frango (Chicken).
• Traditional Brazilian sides of warm pão de queijo (cheese bread), crispy polenta,mashed potatoes, and caramelized bananas
• Beverages: Fountian Beverages, coffee and tea

Growing a business takes more than vision—it takes capital, strategy, and the right financial partners. Whether you’re preparing for your first expansion or scaling to the next level, understanding your financing options (and lender expectations) can make or break your growth plans.

This practical session breaks down how to fund growth, avoid common financing pitfalls, and position your business as a strong, fundable opportunity. After this session, you'll be equiped with the following:

• Available options for financing and what you should look for in a lender
• How to make your company attractive to lenders
• Potential hurdles of growth to overcome, watch out for, or navigate carefully around

About Steve Watts:

Steve Watts is a Senior Vice President at Summit Bank. He has over 30 years of commercial banking experience and earned his B.S. in Business Administration from Oregon State University and his graduate degree from Pacific Coast Banking School. He is active in the non-profit community serving on the board and executive committee for Meals on Wheels People, as the current board president for GiGi’s Playhouse Portland, and as a long-time member and past president of the Rotary Club of Portland.

Financial expertise is critical to strong nonprofit governance. This session explores why financial professionals are in high demand for nonprofit boards, the financial responsibilities board members hold, and how CMAs and CPAs can strengthen oversight. Attendees will also learn the key financial questions to ask to evaluate a nonprofit’s financial health before and during board service.

What You Will Learn:

• Discover why financial professionals are highly sought after for nonprofit boards.
• What are the financial responsibilities of nonprofit board members and how can CMAs/CPAs enhance board oversight?
• What are the key financial questions to ask in order to assess a nonprofit’s financial health prior to and during board service?

About Bill Mancuso:

Bill is an organized, detailed oriented professional with over 35 years of experience in both for profit and nonprofit accounting. A graduate of The College of New Jersey (formerly Trenton State College), Bill has devoted his career to helping organizations not only with accounting and financial operations, but also additional supports such as management, marketing, and overall consulting on operations. He can communicate technical items in a manner that assists management and boards in making more well-informed decisions. Bill’s overall approach is to not overcomplicate things and to use his experience to allow those he serves to prosper. A resident of Albany, Oregon, Bill has and continues to serve numerous nonprofits, as a board member as well as volunteering in the community, using his skills and talents to help others.

Photography: By registering for this event, you agree and acknowledge that IMA® (Institute of Management Accountants) along with its partners, subcontractors, or affiliates plan to take photographs at the IMA Chapter/Council Event Name for reproduction in educational, news, or promotional material, whether in print, electronic, or other media including IMA and IMA’s affiliate partner websites. By participating in the IMA Chapter/Council Event Name, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.

Liability Waiver: By registering for this event, you agree and acknowledge that you are undertaking participation in IMA® (Institute of Management Accountants) events and activities as your own free and intentional act, and you are fully aware that possible physical injury might occur to you as a result of your participation in these events. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume responsibility for your own well being.

Info: A Northwest menu, catered by the University Place Hotel:

Chicken Roulade
Farm Vegetable Stack
Caramelized pear salad
Rice Pilaf
Focaccia Bread

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Host or Publisher IMA Portland Chapter