--- title: "Values-Based Cash & Investment Management: Guidance for Justice-Centered Leaders and Board Committees with Amalgamated" --- [Skip to content](https://info.nonprofitquarterly.org/values-based-cash-investment-management-guidance-for-justice-centered-leaders-and-board-committees-with-amalgamated#main-content) [![NPQ-logo-tagline-2](https://info.nonprofitquarterly.org/hs-fs/hubfs/NPQ-logo-tagline-2.jpg?width=500&height=241&name=NPQ-logo-tagline-2.jpg)](https://nonprofitquarterly.org/) - [About](https://nonprofitquarterly.org/about-us) - [Newsletters](https://nonprofitquarterly.org/newsletters) - [Leading Edge Membership](https://npqleadingedge.org/) Open main navigation Close main navigation - [About](https://nonprofitquarterly.org/about-us) - [Newsletters](https://nonprofitquarterly.org/newsletters) - [Leading Edge Membership](https://npqleadingedge.org/) - [Donate](https://donate.nonprofitquarterly.org/for/npq/) [Donate](https://donate.nonprofitquarterly.org/for/npq/) # Values-Based Cash & Investment Management: Guidance for Justice-Centered Leaders and Board Committees Wednesday, October 14, 2026 2:00 pm- 3:00 pm ET [Register Now](https://info.nonprofitquarterly.org/values-based-cash-investment-management-guidance-for-justice-centered-leaders-and-board-committees-with-amalgamated#signup-form) # Sponsored by *![IS\_logo\_trans](https://info.nonprofitquarterly.org/hs-fs/hubfs/IS_logo_trans.png?width=246&height=50&name=IS_logo_trans.png)* # 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**, VP, Amalgamated Investment Services, Wealth Manager, Osaic Institutions, 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.   [Register Now](https://info.nonprofitquarterly.org/values-based-cash-investment-management-guidance-for-justice-centered-leaders-and-board-committees-with-amalgamated#signup-form) # Featured Panelists ![Gary\_Schneider](https://info.nonprofitquarterly.org/hubfs/Gary_Schneider.jpg) ### Gary Schneider Gary serves as a primary portfolio strategist and relationship manager for AIS’s institutional nonprofit and foundation clients.  He helps boards, finance committees, and staff develop investment policy statements, design values-aligned portfolios, review asset allocation, monitor managers, and understand investment decisions in clear, practical terms. His work includes nonprofit reserves, endowments, donor-advised funds, ESG screening, and board-ready reporting. Gary brings more than 25 years of experience in investment management and financial planning, including prior service as Senior Vice President, Investments at Aegis Capital Corp. He holds Series 7, 65, 63, and Life and Health Insurance licenses, is a Certified Financial Planner professional, and is a Level 2 Chartered Financial Analyst candidate. Gary earned a B.A. in Economics from the University of Michigan. Read More ![Sydney](https://info.nonprofitquarterly.org/hubfs/Sydney.png) ### Sydney Thomas Sydney Thomas is the Founder and General Partner of Symphonic Capital, an early-stage venture firm investing in companies that  improve life for the 99%. Her investment approach sits at the intersection of health, wealth, and climate resilience, backing founders building essential systems that are more equitable, adaptive, and durable. Sydney brings over a decade of experience in early-stage venture, blending a background in public policy (Duke University) with institutional fund-building expertise (UC Berkeley Haas). In 2023, she launched Symphonic Capital and raised $13.5M for Fund I, a milestone first close reflecting strong conviction from LPs aligned with her thesis. She is a proven pre-seed firm builder. Previously, Sydney helped scale a Silicon Valley fund from a solo GP to a $200M+ platform with 400+ portfolio companies. She has applied the same rigor and operational discipline to growing Symphonic’s portfolio and ecosystem. Beyond investing, Sydney has spent years building community around her thesis—through founder storytelling, published insights, and convenings that bring together operators, investors, and advocates committed to equitable systems change. Sydney is a Kauffman Fellow and a nationally recognized voice in venture. She created the Black Women in VC list and serves on boards and advisory committees including Acumen America, the Oakland Museum of California, the Alliance Healthcare Foundation, and Girl Scouts of America.   Read More ![Jeanne\_Bell-1](https://info.nonprofitquarterly.org/hubfs/Jeanne_Bell-1.jpg) ### Jeanne Bell Jeanne Bell, MNA is a Program Host for NPQ online events advancing critical conversations about equity-centered management and leadership. She is the co-founder of JustOrg Design and former CEO of CompassPoint, where she stewarded the evolution of the organization to focus on emergent leadership practice with an explicit orientation to social change. She is the author of numerous articles on nonprofit strategy, organization design, and sustainability and co-author of several books, including, *The Sustainability Mindset* (Jossey-Bass, 2015). Jeanne’s current board service includes the Resilience Initiative and Community Works West. Read More   Disclaimer: Sponsored by Amalgamated Investment Services. Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Amalgamated Investment Services is a trade name of Amalgamated Bank. Osaic Institutions is not affiliated with Amalgamated Bank, NPQ, or Symphonic Capital. Products and services made available through Osaic Institutions are not guaranteed by the Bank, are not FDIC insured, are not deposits, are not insured by any federal government agency, and may lose value, including loss of principal. ## Featured Panelists ![shetu-rose](https://info.nonprofitquarterly.org/hubfs/shetu-rose.jpg) ### 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](https://info.nonprofitquarterly.org/hubfs/curtis2-1.jpg) ### 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](https://info.nonprofitquarterly.org/hubfs/curtis2-1.jpg) ### 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. 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