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Agency Partner Orientation Events

Agency Partner Orientation and Office Hours

This is a regular opportunity for our new and long-time agency partners to join us to learn more about:

  • Overview of CFO Agency Partner Services
  • Quarterly statements
  • Fund Manager Walk Through
  • Overview of AP Handbook
  • General nonprofit Q&A time
  • Connect with other nonprofit agency partners across the CFO region

WHO: Current and potential Agency Partner staff and board members

WHEN: Second Thursdays at 2 pm. These are held regularly and you are always welcome to attend as much as you need.

How to Participate

Contact Millie Schuchmann or Holly Beadle to receive a calendar invitation to the next orientation. Participants can join the Zoom meetings by video, phone or both. You are welcome to use that same Zoom link to drop in during any of the meeting times!

Join Zoom Meeting Contact Holly Beadle

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