October 7, 2021

10:00 am - 11:00 am PT | 1:00 pm - 2:00 pm ET


The Development Officer writes the story of your organization. The Financial Officer illustrates it…with numbers. Financial Analyst Amy Karson and Fundraising Consultant Amy Fiore are experienced in improving operational efficiencies and meeting income goals for small to mid-sized nonprofits.  Together, they explain how finance and development officers can and should work together to raise contributed income. Have questions about how to reexamine the relationship between development and finance? Join us and gear up your communicative skills to staff members and donors alike to get everyone on the same page about your fundraising goals, and the desired results with your new funds.


Amy Fiore, Managing Director, Sobel Bixel: Consulting for Nonprofits

Amy joined the Sobel Bixel team after serving as an executive director at an arts and social service agency for children in hospitals and care facilities. Prior to that, Amy was the Managing Director and Director of Development for TADA! Youth Theater and served in leadership roles at several esteemed Manhattan-based cultural institutions. Through her experience leading small nonprofits, Amy has served in just about every role. As a grant writer, she has acquired new and renewed institutional funding in excess of $1M from private foundation, corporate, and government sources. She has designed various types and sizes of fundraising events and is particularly adept at setting a run-of-show, volunteer management, and efficient planning. 


Amy Karson, Chief Executive Officer, Brand K Partners

Amy Karson has extensive financial management and reporting experience through her work with IBM, UBS and numerous nonprofit agencies throughout the metro-New York area. She was the Vice President of Client Services for an outsourced accounting firm focused on nonprofits. Amy has worked as a management consultant with several organizations including the Nonprofit Coordinating Committee of New York, Family Reach Foundation and Charley’s Fund. Amy holds a BS in Finance from Penn State University and an MBA with a focus in Nonprofit Management from Yale University. Brand K Partners is an accounting firm devoted to improving the operational efficiencies of small to mid-sized nonprofit organizations, working with clients to create customized, affordable solutions to serve their bookkeeping and financial management needs.

Who Should Attend?

Individuals and organizations that manage volunteers

What The Training Will Cover

  • How to communicate organizational finances that are both transparent and compelling to a donor/prospect

  • How to determine direct costs and ethically increase the ask

  • Ways to stand out and impress a major donor or foundation

  • How to anticipate what a funder might look at and want

  • Ways to build mutual understanding and communication through the grant budget process


Premier Members






Additional Information

All workshops are live and recorded.  It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.

Looking to register 3+ people? Email us at to receive $5 off per registration!

Please Note: We do not offer any other discounts for this training other than the member rate. 


Some of our favorite books and articles on adult education, facilitation, and training;  
  • Flow: The Psychology of Optimal Experience 
    Csikszentmihalyi, M. (1990), New York: Harper & Row

  • Pedagogy of the Oppressed 
    Freire, P. (1996), London: Penguin

  • Teaching Naked: How Moving Technology Out of your College Classroom Will Improve Student Learning 
    Bowen, J. A. (2014), San Francisco, Calif: Jossey-Bass

  • Teaching to Transgress: Education as the Practice of Freedom
    Hooks, B. (2017)

  • The Adult Learner 
    Knowles, M. S., & Holton, E. F. (2015), London: Routledge

  • Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity
    Sibbet, D. (2013), Hoboken, N.J: Wiley

  • Tips & tools: The Art of Experiential Group Facilitation 
    Stanchfield, J. (2007), Oklahoma City, OK: Wood 'N' Barnes Publishing

  • Thinkertoys: A Handbook of Creative-Thinking Techniques 
    Michalko, M., & cloudLibrary. (2017), S.l.: Random House

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