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How To Grow Your VSO Series: Part 4 Professionalizing Your Financial Management

February 11, 2020 - 2:00pm to 3:00pm

NAVSO is in the middle of our current webinar series "How To Grow Your Veteran-Serving Nonprofit" focused on serving the needs of our nonprofit members. We're covering a wide range of topics affecting nonprofit teams across the nation. No matter the size, market, or mission, this series is designed to make you more effective as a tax-advantaged business so you can serve veterans, better. You can rewatch the previous parts 1, 2, and 3 on our Prior Events page.

Part 4 - Professionalizing Your Financial Management with CFO leaders Brian Hayes & Nate Smith previously with NAVSO Member Hire Heroes USA


Chief Financial Officer (CFO) Leaders Brian Hayes of NOWCFO
& Nate Smith of BIP Wealth (previously CFO and COO of NAVSO member Hire Heroes USA)

These accomplished CFO leaders will share best practices in financial management from their work both as in-house nonprofit staff CFOs and through a consultative partner lens. Brian and Nate will provide tips to grow your veteran-serving nonprofit, including budget building and tracking, cash flow management, and forecasting, improving internal controls, effective reporting, and other topics of interest.

        On February 11th we'll learn:
        - The importance of internal process management                                                                        
        - Understanding growth in how it relates to cash flow                                                                  
        - Learning how to set strategic goals & challenges CFO leaders face 

This webinar is ideally suited for executive-level leadership at veteran-serving nonprofits, including Executive Directors, Presidents, COOs, CFOs, Chief Development Officers, and their teams. Please forward this to anyone involved with the finances at your organization. If this is their first time using the NAVSO system, login assistance is available at

If you cannot attend our webinar live, we will send a recording to all registered guests.

Brian Hayes
Regional Partner

Nate Smith
Chief Operating Officer
BIP Wealth

Brian Hayes
Brian Hayes joined NOW CFO as a consultant in 2014 and quickly became a partner in the firm. He helped open central Texas offices in San Antonio and Austin. Brian is now a Regional Partner in the Salt Lake City, Utah office. Brian has worked in multiple industries, providing accounting and financial leadership. He started in the structural fumigation industry where he was responsible for financial and operational management. He then started his own accounting firm and was quickly hired by a client to become their controller and operations manager. Brian was key in helping to negotiate a large purchase and merger of a fruit processing facility in Brazil.
His experience includes; price modeling, inventory management, non-profit accounting, land development, construction accounting, small business and personal tax prep, cash flow management, and financial statement preparation. Brian attended Colorado Technical University in Colorado Springs and obtained his Bachelor’s of Science in Accounting and his MBA in Finance.

Nate Smith
Nate Smith is the Chief Operating Officer (COO) at BIP Wealth, one of the Southeast’s leading wealth management firms. Prior to bringing his leadership skills to BIP Wealth, Smith completed a nine-year
tenure at Hire Heroes USA, where he held C-level positions within the nation’s most effective veteran employment organization. A former officer in the U.S. Marine Corps with deployments to Iraq, he served from 2003 to 2010 with ranks spanning second lieutenant to captain. He is the recipient of a Navy and Marine Corps Commendation Medal and a Navy and Marine Corps Achievement Medal, both with Valor devices. Smith holds a bachelor’s degree from the Virginia Military Institute and a master’s degree in Public Administration from the University of Georgia. Additionally, he is a member of the board of advisors for the National Association of Veteran Serving Organizations.