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Nonprofit Executives Lunch & Learn

June 9, 2026 12:00 PM - 1:15 PM (EDT)

Description

The Nonprofit Executives Lunch is a regular gathering of the decision makers and leaders of local nonprofits. moss+ross facilitates conversations on key challenges facing nonprofits. Bring your lunch and join us for fellowship, collaboration, and space to bring your latest challenge. Please contact Alissa Cook (acook@carolinachamber.org) with questions.

As nonprofits navigate funding uncertainty and rising demand, strategic budgeting has become a leadership imperative.

Join Dave Monaco, Partner at moss+ross and The Chamber for a Greater Chapel Hill-Carrboro for an interactive Lunch & Learn featuring Josh Dzyak, Partner, Nonprofits, CliftonLarsonAllen (CLA), and another member of CLA’s nonprofit advisory team.

CLA is a national professional services firm providing audit, tax, consulting, and advisory services to nonprofit organizations across the country.


Through a hands-on “budget autopsy” exercise, nonprofit leaders will work in small groups to examine:

  • budget pressure points
  • strategic resource reallocation
  • aligning spending with mission and priorities
  • making thoughtful financial tradeoffs in a constrained environment

Attendees are encouraged to bring a current operating budget, one-page financial summary, or budget dashboard for use during the session.



Thank you to our event supporters who make this gathering possible:




moss+ross provides experienced and innovative consulting to strengthen North Carolina nonprofits. The firm's services are tailored to meet client needs.  We serve sectors including higher education and independent schools, social services, environment, healthcare, museums and art organizations, and faith communities.  Since the firm's founding in 2009, we have partnered with more than 320 nonprofit organizations to help them achieve their goals. 



Creative spaces, coworking, services and programs for inventive thinking, working and meeting - open to all in the heart of downtown Chapel Hill at the Innovate Carolina Junction. Innovate Carolina Junction is a collaborative hub that connects researchers, entrepreneurs, and the community. It offers coworking space and creates connections between the community and UNC.

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Contact Information

Name: Alissa Roller
Email: acook@carolinachamber.org
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