Skip to main content

Midwest Partnership Series | Community Foundation Finance Course

Event Details


6 pm - 3 pm EDT


Hilton Garden Inn Toledo Perrysburg


CMF Members: $150


Register by

About the Event

Designed especially for community foundation finance staff who are new to their role, join your fellow finance colleagues for an under-the-hood look at essentials in finance for community foundations. This one-day program will be combined with additional pre-recorded content to offer ongoing education and resources for staff involved with the financial operations of their foundation. 

Registration includes breakfast and lunch in the meeting space on Friday, May 17. Dinner on Thursday, May 16 will be included if selected during registration.

Topics will include:

  • An Overview of the Finance Staff’s role
  • Financial Reporting & Budgeting 
  • Gifts & Fund Agreements
  • Investments
  • IRS & Reporting Reqs

Hotel Information

A very limited hotel block has been secured at the Hilton Garden Inn Toledo Perrysburg, located at 6165 Levis Commons Blvd. in Perrysburg, OH and will be open through April 16. Rooms are $144/night plus applicable taxes. Please reserve your room by calling the hotel’s toll-free reservation line 1-877-STAY-HGI and asking for the rate associated with the Midwest Finance Course Group (group code 91D) or book online here.

Health and Safety

CMF continues to prioritize the well-being of members, staff, partners and communities. As of August 14, 2023 the following measures are our in-person event health and safety procedures:

  • We recommend attendees test for COVID-19 within 48 hours prior to this gathering.
  • Any attendee who is feeling unwell, who has tested positive for an illness in the 10 days prior to the event or who is showing symptoms and awaiting test results is asked not to attend.
  • If you are not able to attend due to illness, please contact Jen Ruud at
  • All attendees will be invited to wear one of three color-coded lanyards to indicate to other attendees their personal comfort with in-person interaction: red (greet from six feet), yellow (elbows only), green (high-fives permitted).

For more details regarding our health procedures, please click here.

Midwest Partnership Series

This program is produced and hosted by the Midwest Partnership Series.  

As a member of our CMF community, you have access to customized learning opportunities through our Midwest Partnership Series. Presenting in collaboration with Indiana Philanthropy Alliance, Philanthropy Ohio, Philanthropy Missouri and CMF, this series provides tailored programming to community foundations, corporate foundations and giving programs and family foundations, as well as programming for all foundation types.

Upcoming Events