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 (coming soon)
  • 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 11:00 a.m. and fourth Wednesdays at 1:00 p.m.

These are held regularly and you are always welcome to attend as much as you need.

How to Participate

Starting in October, Holly will hold regular orientation times and office hours for agency partners. She will cover navigating the Fund Manager, the benefits and services of the CFO’s agency partner program, and anything nonprofit if we have time. You are welcome to join, listen and leave the meeting at any time. Click on the Zoom link anytime during office hours and join!

Join Zoom Meeting Contact Holly Beadle

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