Nonprofit Financial Decision Making

Posted on August 15, 2013 by HandsOn Tech in SCSC2013

Join Garrett Cooper, the Director of Innovation at The Forbes Funds, as he discusses ways to identify, develop and advance solutions that can save your nonprofit money in the short and long term.

This material was originally presented at the Steel City Solutions Conference 2013.

Please find the presentation and examples below:

Corporate Finance Tools (PowerPoint)
Corporate Finance Presentation Examples (Excel)


Garrett Cooper
  //   //  Director of Innovation @ The Forbes Funds

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Garrett Cooper is the Director of Innovation at The Forbes Funds, where he is responsible for working with nonprofits and various community experts to identify, develop, and advance solutions that save nonprofits time, money, and/or increase impact. Prior to joining The Forbes Funds, Garrett spent four-plus years at The Bayer Center for Nonprofit Management at Robert Morris University (RMU). As a Consultant and Researcher at The Bayer Center, Garrett worked on numerous finance, accounting, strategic and business planning, and governance projects.  Additionally, he authored practitioner research, created the Center’s Financial Wellness Package (includes the financial dashboard), and served as a teacher in RMU’s Nonprofit Leadership Alliance Certificate program, which prepares undergraduate students for a career in the nonprofit sector.

Additionally, Garrett has spent time in his decade-plus career as a senior risk analyst and portfolio manager at Freddie Mac, analyst at UBS Investment Bank’s Debt Capital Markets group, and as a liquidity trader and trade analyst at Ellington Management Group, LLC, an eight billion hedge fund.  Garrett holds a bachelor’s and master’s degree in finance from the University of Maryland’s Robert H. Smith School of Business, and is finishing a master’s degree in nonprofit management at RMU. Garrett is an AmeriCorps and Big Brothers & Big Sisters alum. He currently serves as the Vice President of the Morningside Area Community Council, where he and his wife, Emily, call home.


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