As a follow-up to our conversation about the right-size several weeks back, this week we will focus on Operating Revenue Models for fiscal sponsors. Consistent “portfolio management” is essential to the health and strategic growth of every fiscal sponsor. To provide sustainable and high-quality supports, it is important to understand the current portfolio composition, financial strengths of the organizations within the portfolio, historical trends and help determine the future size of the portfolio.

We invite the community to reflect and share approaches how do you track current projects and their financial activity, focusing on financial effectiveness measures and fiscal sponsorship program sustainability. We will also share a Portfolio Management Tool that we have been using with a number of our members.

This is a Member event. Become a Member.