In today’s rapidly shifting political landscape, nonprofit leaders must be prepared to evaluate risks to their financial and operational viability, plan strategically, and stay ahead of changes in policy or federal requirements. REACH has partnered with experts from Forvis Mazars to provide three educational webinars designed to inform nonprofit organizations, particularly those that receive federal grant funding, with tools to assess their current grant portfolios, strategically plan for future funding, and strengthen financial resilience through effective cash flow management and drawdown strategies.
Each webinar will provide practical insights and decision-making frameworks grounded in current Office of Management and Budget (OMB) guidance, the Trump administration’s evolving priorities, and best practices in nonprofit finance.
Federal grants provide critical support to nonprofit organizations, but they also come with compliance, funding, and operational risks, especially during periods of political and economic change.
Understanding how to assess these risks, align with funder priorities, and manage cash flow effectively is vital to ensuring mission continuity and organizational sustainability.
This series is open to all REACH funding partners and is designed for:
If your organization is currently receiving or applying for federal grants or plans to in the future, these sessions will help you assess your current position and make informed, future-proofing decisions.
Please note that space is limited for each webinar. Each organization is asked to limit attendance to two people.
* All Zoom meeting links will be provided after registration.
Tuesday, June 3 | 10:00 AM – 11:00 AM
Virtual Webinar via Zoom*
This session will guide nonprofit organizations through an analysis of their existing grant portfolios by comparing them against the latest Office of Management and Budget (OMB) guidance and the current administration’s funding priorities. Participants will learn how to identify potential vulnerabilities, consider the organization’s and stakeholders’ tolerance for risk, and determine whether adjustments or action plans are needed to safeguard future funding and program continuity.
Registration for this session is now closed.
Tuesday, August 5 | 10:00 AM – 11:30 AM
Virtual Webinar via Zoom*
This webinar will focus on improving financial resilience through smarter cash flow planning. Attendees will learn about setting and maintaining reserve levels, incorporating fundraising for reserves, and using confidence adjustments to model different financial scenarios. The session is designed to help nonprofit leaders develop realistic and adaptive plans that support long-term sustainability.
Registration for this session is now closed.
Thursday, September 11 | 10:00 AM – 11:30 AM
Virtual Webinar via Zoom*
In this session, participants will explore how to evaluate the long-term impact of their current grant portfolio, reassess organizational priorities, and develop a strategic approach for future grant applications. The discussion will focus on crafting messaging that aligns with evolving federal priorities while strengthening the organization’s ability to compete for and secure future grants.
Registration for this session is now closed.
Sarah Loghin is the Austin/San Antonio market champion of Forvis Mazars’ Nonprofit, Education, & Public Sector Practice and has more than 22 years of experience in nonprofit accounting. She leads consulting engagements regarding financial operations and systems optimization, internal control design and documentation, chart of accounts design, and policy and procedure development for a variety of nonprofit organizations. She and her team provide periodic accounting services, audit preparation, and other accounting and compliance support to various nonprofit entities. She also assists higher education institutions across the nation with the implementation of Forvis Mazars’ Financial & Scenario Modeling tool.
Her career experience has centered on nonprofit entities, serving in various accounting and finance leadership roles in institutions of higher education and religious organizations. Sarah has additional experience providing audit services for a variety of nonprofit entities.
Sarah is a member of the American Institute of CPAs, Institute of Management Accountants, Inc. (IMA), and Association of Certified Fraud Examiners, Inc. (ACFE). She holds the Certified Management Accountant (CMA) certification from IMA and the Certified Fraud Examiner (CFE) credential from ACFE. She serves her community through active membership in the Austin Chapter of TXCPA and Social Venture Partners Austin.
She frequently presents about audit preparation, risk management, governance relationships, and chart of accounts design for nonprofit entities. Sarah is a summa cum laude graduate of Schreiner University, Kerrville, Texas, with a B.B.A. degree in accounting.
Julie Murdock is the National Practice Leader of Grants Management Services at Forvis Mazars and has over 25 years of financial and grant administration and compliance experience in public, nonprofit, and commercial
sectors.
Julie has s a deep understanding of all stages of the grant lifecycle from pre-award through closeout for IRA, IIJA, ARPA, CARES Act, EPA, Energy, HUD, CDBG, ESG, FEMA, HHS, and Justice. In addition to meeting the accounting and consulting needs of her clients, Julie is a trusted professional offering strategic planning, forecasting, and financial operational assessments. She has additional experience with construction services as well as system implementations, compliance, financial reporting, and audit preparation, including Single Audits.
In her previous role as a chief financial officer, Julie was a key member of the senior leadership team in a high-growth environment. She oversaw grant submissions, administration and reporting, finance, treasury, risk management, contract administration, human resources, technology, facilities, and operations. Julie actively participated in board and executive committee meetings and served as a staff liaison with audit and finance committees, including multiple investment committees.
In addition to Julie’s experience noted above, she brings a strong skill set in grants management services. Her expertise includes project and engagement oversight, technical assistance related to multiple oversight agencies and Uniform Guidance, and comprehensive reporting and audit support, including Single Audits. She is well-versed in subrecipient risk assessment and monitoring, procurement processes, and time and effort tracking. Julie also provides education and training through presentations, webinars, and published articles. Her capabilities extend to performance evaluation, as well as grant research, writing, and submission.
Julie is a Certified Public Accountant, a Certified Treasury Professional® (CTP®), and a Certified Grants Management Specialist (CGMS). She is a member of the Texas Society of Certified Public Accountants, member of the National Grants Management Association, and an Elite Member of the
Association for Financial Professionals (AFP). She is a graduate of Texas A&M University, College Station, with a B.S. degree in economics, and a
graduate of the University of Dallas, Irving, Texas, with an M.B.A. degree.
Forvis Mazars is a leading global professional services network, bringing together the strength and scale of two independent members—Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership active in over 100 countries and territories. With over a century of legacy, Forvis Mazars delivers audit & assurance, tax, advisory, and consulting services grounded in deep industry knowledge and a commitment to personalized client experiences. Forvis Mazars’ consultants focus on listening first, responding with purpose, and providing insight-driven solutions that reflect local understanding and global expertise.
Disclaimer
Any information provided by Forvis Mazars through REACH’s webinars and workshops is intended for general educational and informational purposes only and should not be construed as legal, accounting, or professional guidance.
