Inside the guide
Why nonprofit finance is falling behind
The structural and funding dynamics keeping finance reactive—and undermining trust and growth.
The new CFO mandate
How expectations have shifted and why finance must move from overhead to strategy.
Core trends in modern finance
Automation, real-time visibility, scenario planning, and integrating impact with finance.
Building the case for change
A framework for aligning boards, executives, and staff around modernization.
A modernization roadmap
What to fix first and where technology delivers the highest return.
How you stack up
A banking comparison, finance wellness scorecard, and clear next steps.
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30+ years in finance supporting labor, nonprofits & advocacy groups
Former President & CEO, Amalgamated Bank (2014-2021)
• Led financial recovery, restored profitability & credit quality
• During tenure, helped grow from $3B - $8B+ in assets
• Achieved B Corp certification; championed missiondriven initiatives
• Oversaw 2017 acquisition of New Resource Bank & took company public on Nasdaq
Serves on multiple nonprofit boards including National Trust for Local News, Chair of the Advisory Board for Rose Lake Capital, and several high-growth startups in financial services, energy, and childcare innovation.
At Crescent: helping build Crescent Cares into the #1 nonprofit financial platform and trusted brand