Event Details

NICNE is pleased to present a luncheon keynote AND hands-on workshop featuring Steve Zimmerman, CPA, MBA, and author of Nonprofit Sustainability: Making Strategic Decisions for Financial Viability. See Mr. Zimmerman's full bio below.

The luncheon will run from 11:30 a.m. - 1:15 p.m. with the workshop to follow from 1:30 - 4:30 p.m. Participants may choose to attend the luncheon, workshop, or both (must purchase BOTH tickets to attend both). This training is presented with generous support from the Kjellstrom Family Foundation.


In the ever-changing environment in which nonprofits operate, leaders often seem to be searching for the pot of gold at the end of the rainbow known as “sustainability.” But sustainability does not lie at some far-off destination. Rather, it occurs when leaders recognize the deep interconnectedness between accomplishing their mission impact and maintaining a financially viable organization. Pursuingsustainability is not a one-time thing, not a senior management thing nor a board of directors thing. It’s a mindset and way of organizational being. This presentation, based on the award-winning book, The Sustainability Mindset, reviews key competencies involved in building this mindset. Engaging executive directors and board members in understanding the organization’s business model from both programmatic and financial perspectives will help support strategic, sustainable decision making.


Nonprofits need business models that can change quickly in response to evolving constituent needs or funder priorities. To be sustainable, leaders must make strategic decisions with or without a plan in place. This interactive training introduces participants to the matrix map, an engaging tool that turns an organization’s business model into a dynamic visual integrating the mission impact and financial viability of the organization.

Steve Zimmerman, CPA, MBA, Principal - Spectrum Nonprofit Services.

Mr. Zimmerman provides training and consulting in the areas of finance and strategy for community-based organizations, foundations and government agencies throughout the country. Steve is a co-author of two books on nonprofit sustainability published by Jossey-Bass, The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions with Jeanne Bell of CompassPoint published in 2014 and the best-selling book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability with Jeanne Bell and Jan Masaoka of CalNonprofits published in 2010. The books highlight Spectrum’s integrated approach to nonprofits which balances mission impact and financial viability. Steve’s writing has also appeared in The Nonprofit Quarterly, the Finance and Strategy column for Blue Avocado, and various BoardSource publications. Prior to starting Spectrum, Steve was a Projects Director with CompassPoint Nonprofit Services, one of the nation’s leading nonprofit consulting, training and research providers. Steve’s extensive nonprofit experience includes serving as a Chief Financial Officer, Development Director and Associate Director at community-based nonprofits where he performed turnarounds resulting in increased financial sustainability and programmatic reach. He is a Certified Public Accountant and earned a BA from Claremont McKenna College and an MBA from Yale University.

  • When: Wed Oct. 17
    11:30 am - 4:30 pm

  • Address: 200 Prairie Street
    Rockford IL,US 61107

  • Web: Visit Website