Funding Pipeline Fundamentals for Finance Leaders

Join nonprofit finance experts Paul Preziotti and Mike Gellman for an exploration of the core components and stages of a modern nonprofit funding pipeline. You’ll learn practical methodologies to assess your current pipelines, identify bottlenecks, and leverage data to forecast revenue more accurately. We’ll also cover how to apply key strategies and technologies to strengthen pipeline management, enabling healthier finances and more confident strategic planning.

Learning Objectives:

• Define the core components and stages of a modern nonprofit funding pipeline.

• Apply practical assessment techniques to evaluate the efficiency and health of an organization’s current pipeline.

• Identify key metrics and data points for accurate revenue forecasting and pipeline management.

• Develop a plan to implement solutions for optimizing the funding pipeline and enhancing financial sustainability.