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Finance and Strategic Planning for NonProfits - June 7, 2021 (Zoom)
Monday, June 07, 2021, 5:30 PM - 6:45 PM EDT
Category: Events



Session 2:

Finance and Strategic Planning 
presented by

The Boston Club's NonProfit Board Committee
in partnership with ALPFA


Monday, June 7, 2021

5:30pm - 6:45pm - Program and Q&A

Zoom Meeting
You will receive the dial-in information when you register 

Regular and School Street Members: No charge
Associate Members: No charge
Non-Members: $35

Register no later than:
Friday, June 4, 2021



This four-part series will help you learn what it takes to serve on a nonprofit board, whether you’re figuring out if board service is for you or you’re looking to improve your board effectiveness. We’ll cover everything from board member responsibilities to finding a good fit. The final event will be an agency “meet and greet” where you can connect with organizations who are looking for board members.

Session 2: As a board member, you are responsible for overseeing the health and welfare of your organization. In this session, we will dive into two important aspects of meeting this responsibility: nonprofit finance and strategic planning. We will get into the nuts and bolts of the IRS 990 form, financial statements you should be able to read, and the kinds of questions you should ask about budgets and their impact on the mission of the organization. We will also discuss best practices for ensuring the nonprofit has a viable strategy and the difference between the roles played by management and board members.


Rita Advani is a strong business leader and experienced board member who has helped companies and nonprofit organizations grow. She has expertise in growth strategies, mergers and acquisitions, evaluating new partners, diversity in hiring, cultural competency, and corporate community engagement. She currently Chairs the Board of the VNA Care Foundation. She was formerly a  Trustee of Atrius Health, the largest independent physician organization in Massachusetts, and served on their Governance, Compensation and Finance Committees. At The Boston Club, Rita chairs the Education Sub Committee of the NonProfit Board Committee and is a member of the Corporate Board Committee. Her experience in board work started with serving on elected and appointed state and municipal boards including the Foundation Budget Review Commission for Massachusetts, and the School Committee and Chair of the Energy Committee for Norfolk, MA. Rita’s professional experience included marketing, product management and opening new markets in the US and internationally for diverse industries including global supply chain, health insurance and engineering services. She was also a small business owner, teaching and providing science enrichment programming to schools. Rita grew up in India, earned her BA (Honors) in Economics from the University of Delhi and an MBA from the Indian Institute of Management Kolkata, and considers Massachusetts her home. 


Dorothy Chen-Courtin, semi-retired, founded Marketing & Management Associates for Nonprofits, a 23-year-old management consultancy that adapts and applies best practices from the for-profit sector for the benefit of nonprofit clients. Dorothy works with foundations, cultural, educational, and human services organizations and museums. She is the Board President of the Worcester Art Museum, a member of the executive committee of the Greater Lowell Community Foundation and serves on the Arts Extension Service, UMASS, Amherst.  Some of nonprofit boards on which she has served include The Boston Club, Beth-Israel Lahey Medical Center, President’s Advisory Council of Barnard College, The Bostonian Society, EcoTarium, and New England Museums Association. She co-chaired the WGBH Community Advisory Board and Jericho Road Project, and chaired the YWCA of Boston. A Barnard College graduate, Dorothy earned her MA and PhD in Oriental Art history from Columbia University and an MBA from Northeastern University. Multi-cultural and multi-lingual with native fluency in Mandarin, Cantonese and French, Dorothy was born in China, grew up in Malaysia, lived in France, and now considers Massachusetts her home.

Martha Sloan Felch is an experienced strategic advisor for mission-based organizations. Through a combination of direct engagement and nonprofit board service for a diverse array of nonprofits over the past 35 years she has developed and refined competences in various facets of board assessment and development, governance planning and strategic planning. In addition to her strategic advisory skills Martha has developed an extensive array of professional skills during her 30+ years as a commercial lender and relationship manager in commercial banking. Her education includes an MBA from Babson College and advanced training in leadership development and sales. Martha's most recent board service includes: The May Institute (2014-present) Director and Member of the Membership Committee and Philanthropy Committee; New England Baptist Hospital (2013-2015)—Trustee and Member of the Philanthropy and Finance Committee; The Boston Club (2009-2015) Board Member and Chair of Governance Committee; YW Boston (2008-2013) Trustee and Member of the Development Committee and Finance Committee; and Becket-Chimney Corners YMCA (2002-2008)—Trustee and Member of the Finance Committee.

Renee Harper serves as Director of Finance & Operations for Education Resource Strategies, a non-profit educational consulting organization. Previously, Renee was the AVP and Controller at Liberty Mutual Insurance overseeing the financial operations of a business unit with a budget of $1.6B. Renee earned a BA from the University of Rochester, MBA at Boston University and MS in Accountancy from Bentley University.  In addition, she is a Charter Property and Casualty Underwriter. The Mayor has appointed Renee to serve on the Human Relations Commission for the City of Framingham.  Renee is active on numerous nonprofit boards.  She serves as the Vice Chair of the VNA, Treasurer for the Delta Research and Educational Foundation, Chair of Internal Audit for the Boston Branch of the NAACP, Chair of Church Council for Greater Framingham Community Church, co-chair of Leadership DELTA (a program for empowering collegiate women), and as a member of the Finance Committee of the Black Ministerial Alliance-Ten Point Coalition. Renee’s favorite mottos are: “Service is the Rent we pay for Living” and “Everybody can be Great because Everybody can Serve”.

Eva Nitta is a Partner in the Exempt Organization Tax Services practice for EY in its San Francisco office. She has more than 10 years of experience providing tax compliance and consulting services to tax-exempt organizations, including hospitals, supporting organizations, foundations, educational organizations, and other charitable organizations. Eva has advised clients on a variety of issues including public charity status, maintaining tax-exempt status, unrelated business income tax, private inurement/benefit and intermediate sanctions, ASC740/FIN48 analysis, evaluation of alternative investment structures, and captive insurance companies. At EY, Eva has served on a team that authors and issues tax alerts when news or tax law guidance related to exempt organization issues breaks. Eva is a CPA in California, Michigan, and Virginia. She received both her BA in business with a focus on accounting and international studies, East Asia, and an MBA from Indiana University Bloomington. Eva previously served on the board of the CalCPA Society’s San Francisco Chapter and was Chair of its Nonprofit Committee. She is also a member of the American Institute of Certified Public Accountants.

Upcoming Sessions in the Series:

Session 3: Nonprofit Board Service: The Good, the Bad, and the Ugly  Date / Time TBA (Fall 2021)
In this session, a panel of experienced board members and Executive Directors will discuss the elements of good board service that often are overlooked, including managing vs governing; relationships and boundaries of staff and boards; use of committees, and board protocols.  

Session 4: Nonprofit Meet and Greet  Date/Time TBD (Fall 2021)
At our final event, you’ll have an opportunity to meet nonprofit organizations that are looking for board members. Details to follow.

Reg and School St Members: No Charge*
Associate Members: No Charge
Non-Members: $35

Click here to register for Session 2

 * PLEASE NOTE:  For this event, reservations and cancellations will be accepted until 4:00pm, Friday, June 4, 2021



Contact: The Boston Club - [email protected] - 781-639-8002