Skip to content

Values-Based Cash & Investment Management: Guidance for Justice-Centered Leaders and Board Committees

Wednesday, October 14, 2026

2:00 pm- 3:00 pm ET

Sponsored by

IS_logo_trans

About the Event

Financial stewardship is core to a Board's fiduciary responsibility. In partnership with senior staff leadership, Board members charter Finance and Investment Committees, set investment policy, and make ongoing budget decisions. For justice-centered organizations, financial return at any cost is off the table. Instead, these leaders look for ways to make a return for the organization without contradicting organizational vision, mission, and values.

Join NPQ for a real-world discussion among experienced Board leaders and investment professionals that addresses:

  • Investment committee scope and authority
  • Setting values-based investment policies
  • Cash and investment options for justice-centered leaders and committees
  • How to monitor and evaluate investment performance

This session will be led by Jeanne Bell, NPQ's Leading Edge Program Host, in conversation with Gary Schneider, V.P Wealth Manager at Amalgamated Investment Services, and Sydney Thomas, Founder and General Partner of Symphonic Capital.

What to Expect

  • 2:00–2:45 pm: Panel discussion
  • 2:45–3:00 pm: Q & A
Who Should Join 
This session is ideal for justice-centered leaders, board leaders and members, and anyone who designs and maintains finance systems.

 

Featured Panelists

Gary_Schneider

Gary Schneider

Gary serves as a primary portfolio strategist and relationship manager for AIS’s institutional nonprofit and foundation clients. 

Sydney

Sydney Thomas

Sydney Thomas is the Founder and General Partner of Symphonic Capital, an early-stage venture firm investing in companies that 
Jeanne_Bell-1

Jeanne Bell

Jeanne Bell, MNA is a Program Host for NPQ online events advancing critical conversations about equity-centered management and leadership.

 

Featured Panelists

shetu-rose

Shétu Rose

Chief Executive Officer, Diverge Finance Cooperative

Shétu Rose (she/her) is Chief Executive Officer at Diverge Finance Cooperative with over 20 years of financial management experience. Over the years she has led and supported administrative and strategic management teams for local and international organizations in the non-profit sector.

Prior to Diverge, Shétu was the VP of Finance and Operations at the Center for Economic Inclusion and the Director of Finance at AchieveMpls (now Achieve Twin Cities). She also has a wealth of international experience, having worked in Africa, Europe, and the Middle East.

She is a passionate advocate for equity and human rights and is committed to bringing about sustainable economic change for families and communities. She currently serves on the Board of Arise Community Credit Union and a founding board member of MUFEYA in Minnesota.

curtis2-1

Curtis Klotz

Chief Learning Officer, Diverge Finance Cooperative
As a presenter, Curtis Klotz, CPA, (he/him) shares business model strategies for nonprofits and a commitment to equity in financial leadership that have emerged from more than 40 years of direct work in nonprofit organizations. Prior to founding Diverge, Curt held roles as Director of Nonprofit Innovation at CLA, VP of Finance & CFO at Propel Nonprofits, and Director of Finance and Administration at Indian Law Resource Center. He was also a founding board member and past Chairperson of the Montana Nonprofit Association. Curt has contributed a number of articles to Nonprofit Quarterly, various CPA journals, and was the principal author of CLA’s Innovation in Nonprofit Finance blog.
curtis2-1

Jeanne Bell

Program Host, Leading Edge (NPQ)
Jeanne Bell, MNA directs NPQ‘s Advancing Practice program to advance critical conversations about nonprofit management and leadership.