Not-for-Profit Education: Webinar Series 

Expert insights, practical strategies, and financial solutions for sustainable success.

Learn more

Don’t Miss Out!

We’re excited to invite you to Pinion’s 2026 webinar series for nonprofits — an engaging, quarterly lineup designed to educate nonprofit leaders on ways to strengthen their financial and organizational foundations.

Across four sessions, our advisors will share practical strategies, timely updates, and expert guidance on the issues that matter most to nonprofit organizations. Led by Pinion advisors, each webinar has been developed to instill confident decision-making and long-term stability for the benefit of your mission, organization, and board of directors.

We hope you’ll join us for one — or all — of these informative sessions. (All registrants will receive a recording of the session.)

 

View upcoming sessions

Tuesday, January 20, 2026, 11am CST

Fiscal Year-End Essentials for Nonprofits 

From HR strategies to important accounting updates, Pinion’s nonprofit advisors provide insights that ensure fiscal year-end success. This practical session provides nonprofit leaders with essential HR strategies for compliance, time and labor management, and documentation.

Additionally, gain clarity on critical accounting updates and best practices for nonprofit specific accounting issues. Discover the common pitfalls that can derail organizations and learn how to avoid them. Perfect for professionals seeking clarity and confidence as they prepare for the year ahead.

Register now

A sticky note reading "Year End Review" is placed on a desk next to a calculator, pen, and a calendar notebook.
Several rolled US hundred dollar bills, secured with rubber bands, are standing on a chessboard.

Tuesday, April 21, 2026, 11am CST

Mission-Driven Financial Planning

Your organization’s funding, expenses, and revenue streams all require strong cash flow planning and strict budget management.

Pinion’s nonprofit advisors highlight proven strategies for creating realistic budgets, monitoring expenses, and managing cash flow to support organizational sustainability. Explore best practices for forecasting, addressing seasonal fluctuations, and aligning financial planning with mission-driven goals.

Register now

Tuesday, July 14, 2026, 12PM CST

Investing for Nonprofit Organizations

This focused session provides nonprofit leaders with essential guidance on investment strategies and compliance.

Pinion advisors will walk you through a comprehensive checklist to ensure sound investment practices. Ideal for nonprofit professionals seeking to strengthen financial stewardship, build confidence in investment decisions, and gain insights into donor giving opportunities.

Register now

Person using a digital tablet with stylus near stacked coins, overlaid with financial icons, checklists, and a graph, suggesting financial planning or budgeting activity.
A hand holding a stack of 100-dollar bills over a desk with a calculator, documents, and a laptop.

Tuesday, October 20, 2026, 11AM CST

Navigating Lines of Credit & Financing Options

Nonprofits face unique complexities when securing a line of credit, back-end capital campaign financing, or exploring other financing arrangements.

Pinion advisors will provide guidance on how to assess organizational readiness, prepare documentation, engage lenders, and compare terms across lines of credit, back-end capital campaign financing, and other arrangements.

Register now

Grace McKoy

Have Questions?

If you have questions or would like additional information on any of these sessions, please reach out to Grace McKoy.

Contact Grace

Grace McKoy, Lead Advisor – Not-for-Profit Organizations