Community Foundation Finance Course

Open to: 
Community Foundation Finance Staff; PhilMO Members ($150) and Non-Members ($250)
Thursday, May 16, 2024 6:00pm to Friday, May 17, 2024 3:00pm EDT
Hilton Garden Inn Toledo Perrysburg
6165 Levis Commons Blvd, Perrysburg, OH 43551
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Designed especially for community foundation finance staff who are new to their role, join your fellow finance colleagues for an under-the-hood look at essentials in finance for community foundations. This one-day program will be combined with additional pre-recorded content to offer ongoing education and resources for staff involved with the financial operations of their foundation. 

Registration includes breakfast and lunch in the meeting space on Friday, May 17. Dinner on Thursday, May 16 will be included if selected during registration.

Topics will include:

  • An Overview of the Finance Staff’s role
  • Financial Reporting & Budgeting 
  • Gifts & Fund Agreements
  • Investments
  • IRS & Reporting Reqs

Registration is required by 11:00AM CT on May 3.

Space is limited and registration prior to May is strongly encouraged.


A very limited hotel block has been secured at the Hilton Garden Inn Toledo Perrysburg, located at 6165 Levis Commons Blvd. in Perrysburg, OH and will be open through April 16. Rooms are $144/night plus applicable taxes. Please reserve your room by calling the hotel’s toll-free reservation line 1-877-STAY-HGI and asking for the rate associated with the Midwest Finance Course Group (group code 91D) or book online here.


PhilMO joins our colleagues in Indiana, Michigan, and Ohio in prioritizing the well-being of Members, staff, partners, and communities. As of August 14, 2023 the following measures are Midwest Partnership in-person event health and safety procedures:

  • We recommend attendees test for COVID-19 within 48 hours prior to this gathering.
  • Any attendee who is feeling unwell, who has tested positive for an illness in the 10 days prior to the event or who is showing symptoms and awaiting test results is asked not to attend.
  • All attendees will be invited to wear one of three color-coded lanyards to indicate to other attendees their personal comfort with in-person interaction: red (greet from six feet), yellow (elbows only), green (high-fives permitted).

What is the "Midwest Partnership"?

The Midwest Partnership Series is a collaboration between the Council of Michigan Foundations, Indiana Philanthropy Alliance, Philanthropy Missouri, and Philanthropy Ohio.

Programming is primarily a monthly webinar that connects funders across the four states and are typically designed for community foundations, corporate foundations and giving programs, and/or family foundations. Occasionally, a program will be relevant to all foundation types -- and all foundation types may register for any program. Also occassionally, the states partner to host an in-person learning opportunity -- like the Community Foundation Finance Workshop!

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