Webinar: Financial resilience through growth and acquisition

At the end of this course, you will be able to:

consider practical, replicable financial strategies relevant to organizations at different stages of growth, with key insights to help community housing providers move from sustaining programs to building momentum:

• Scaling with intention: How to assess your organization’s readiness for growth, clarify your next right scale move (optimize, partner, or expand), and understand what to adopt early versus later.
• Financial clarity as a growth catalyst: How Rooted reframed financial conversations with its board around growth readiness, aligned mission and financial strategy, and identified ways to diversify revenue without mission drift.
• Portfolio-based thinking: Why Rooted shifted to a mixed-income, portfolio-based model, and how simple portfolio metrics can help non-profit housing providers assess risk, flexibility, sustainability, and long-term affordability.
• Capacity and impact: What Rooted gained by transforming its model and investing in internal capacity, while staying true to its mission and aligning financial performance with long-term affordability, environmental sustainability, and community resilience.