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Roundtable Discussion: Don't Put That Money Under the Mattress!

Roundtable Discussion: Don't Put That Money Under the Mattress! Optimizing Nonprofit Finances for Success

Join us for a lunchtime discussion with Sally Petersen, Second Harvest Food Bank CFO and Nonprofit CFO of the Year, and Maya Tussing of Alesco Advisors on financial reserves best practices, investing tips and overall good financial governance to fulfill your philanthropic goals. Come and bring your questions to this interactive discussion.

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Speaker: Sally Petersen

As CFO of Second Harvest, Sally provides fiduciary oversight and active leadership in the ongoing strategic and tactical planning processes for the food bank. Under her leadership, Second Harvest has earned Charity Navigator’s four-star rating each year, exceeding industry standards. Prior to joining Second Harvest, Sally served as chief financial officer for Catholic Charities of San Jose where she managed a 50 percent one-year growth for the agency. Additionally, Sally has worked with The Brenner Group, Layman & Petersen CPAs, Cummins Public Accountancy, and Martin, Stavolone & Arterburn in a variety of accountant-based capacities.

Sally graduated from California State University, Long Beach with a bachelor’s degree in mathematics and earned an MBA with an emphasis in accounting and finance from UC Berkeley.

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Moderator: Maya Tussing

Maya Tussing is a Principal with Alesco Advisors, an Outsourced Chief Investment Officer providing investment optimization for tax exempt organizations so they can be financially confident when fulfilling their philanthropic mission. Previously, Maya led BlackRock's U.S. Institutional Index Asset Allocation business, responsible for over $200B across all asset classes, investment styles and vehicles. Over the last 20 years, she has held senior risk management roles at firms such as BlackRock, Barclays Global Investors, Visa, and GE Capital. Maya holds a B.A. from Pomona College and an MBA from the University of Washington.

About SIAG

The Social Impact Advisory Group (SIAG) is a consortium of like-minded Bay Area leaders and advisors who endeavor to better understand the local Social Impact sector to allow it to grow and thrive. The Silicon Valley chapter of SIAG has partnered with Thrive to offer bi-monthly lunchtime discussions on a variety of timely topics that are particularly focused on nonprofit and business collaboration.

A special Thank You to Our Sponsor

Registration Fees

Thrive Members: Free
General Public: $15.00