Wednesday, May 6, 2026 | 3:00 - 6:00 PM EST
Bernstein Global Wealth Management | 800 Connecticut Ave. NW, Suite 1100, Washington, DC
Bernstein Global Wealth Management | 800 Connecticut Ave. NW, Suite 1100, Washington, DC
Schedule:
3-3:30 pm - Welcome and Registration
3:30-4:45 pm - Program
4:45-6 pm - Networking Reception
Moderator:
Jeffrey S. Tenenbaum, Esq.
Managing Partner
Tenenbaum Law Group PLLC
Panelists:
Marc Cadin
Chief Executive Officer
Finseca
Kate Fryer
Chief Executive Officer
Chief Executive Officer
Endocrine Society
Matt Seaholm
Matt Seaholm
Chief Executive Officer
Plastics Industry Association
Kristen Spriggs
Executive Director
American Society of Baking
The term “M&A” is thrown around a lot as a quick catch-all solution to growth, financial challenges, or solving a problem, but, in reality, the front-end thought process of exploring the many different opportunities to expand nonprofit programs, deliver on mission, and grow your sphere of influence can start with simpler and often-safer initial steps to test the waters and learn about what might work best for your nonprofit organization.
Join us for an interactive discussion to both learn about options and tactics that have been used successfully in prior nonprofit M&A transactions, as well as those you may not have considered as an alternative to formal nonprofit mergers and complex acquisitions – and how these options and tactics may be a solution in and of themselves or more-natural preliminary first steps to longer-term combinations, alliances, or acquisitions designed to foster sustainable solutions and growth.
Join us for an interactive discussion to both learn about options and tactics that have been used successfully in prior nonprofit M&A transactions, as well as those you may not have considered as an alternative to formal nonprofit mergers and complex acquisitions – and how these options and tactics may be a solution in and of themselves or more-natural preliminary first steps to longer-term combinations, alliances, or acquisitions designed to foster sustainable solutions and growth.
Our all-star nonprofit CEO panel – all of whom have notable experience with nonprofit M&A – will discuss the following topics, among others:
- Understanding the “Why this makes sense”
- This is not a one-step dance
- Effective use of legal counsel and consultants, including at the outset
- What are the options?: Partnership, Joint Venture, or Collaboration; Combinations and Alliances; Acquisition; or Merger or Consolidation
- Identify the opportunities and impact on funding, programs, brand recognition, reputation, and mission alignment
- Governance challenges and structures
- Leadership and culture
- “Selling” it to the membership (for associations)
- Implementation and integration
- Best practices and lessons learned
Please RSVP by Monday, May 4th! Note that this event is limited to nonprofit staff only.