Why This Summit?
Nonprofits are being asked to do more with less — less time, less funding, and less clarity in a world full of unknowns.

The Lifeboat Accounting Winter Summit is our way of bringing nonprofit leaders, board members, and staff together for a half-day of focused, practical, and honest conversations about what’s really happening in the sector — and how to navigate it successfully.

We’re not here to drown you in theory. You’ll leave with real tools, real tactics, and a clearer view of your nonprofit’s financial and strategic future.

Who Should Attend

• Nonprofit Board Members who need to understand financial statements, compliance, and strategic planning.

• Executive Directors & Staff looking for better ways to manage budgets, grants, and internal controls.

• Community Members & Volunteers who want to see the bigger picture and strengthen the organizations they care about

What We’ll Cover

10:00–10:30 – Networking & Introductions

Start the day by connecting with peers from across the sector.

10:30–11:00 – State of the Nonprofit Sector (Amity)

What’s changing, what’s working, and what’s next for nonprofits in today’s climate.

11:00–11:30 – Key Performance Indicators for Nonprofits (Amity)

Which KPIs actually matter — and how to use them for better decision-making.

11:45–12:45 – How to Read IRS Form 990 & Tell Your Financial Story (Amity & Stripe)

Compliance meets storytelling: make your numbers work for you, not against you.

12:45–1:45 – Lunch Break

1:45–2:45 – Internal Controls for Nonprofit Organizations (Amity)

Protecting your organization from errors, fraud, and financial chaos.

2:45–3:00 – Break

3:00–4:00 – Roundtable: Strategic Planning & Budgeting in Uncertain Times

An open discussion on leading nonprofits through volatility and change.