Exploring Financial Pathways: Credit Options, Cash Management and Banking Fee Insights
This engaging panel discussion will focus on vital financial strategies for organizations seeking to enhance their sustainability and growth. Our panel will discuss various credit options available for nonprofits, providing insights on how to access and utilize credit judiciously to support organizational missions. Attendees will learn how to diversify revenue streams, reduce reliance on traditional funding sources, and enhance financial resilience. We will discuss best practices in cash management and minimizing the risk of fraud.
Additionally, our panelists will share valuable insights into navigating banking fees, understanding financial products, and implementing effective cost-saving strategies.
This session aims to empower organizations with the knowledge and tools necessary to take control of their financial management, ultimately driving long-term success and stability.
Moderator:
Marta Sokol, Chief Financial Officer | Wireless Infrastructure Association
Marta Sokol is Chief Financial Officer for the Wireless Infrastructure Association. She leads all finance, human resource, IT and office management functions and is responsible for establishing the association’s culture consistent with its core values of innovation, collaboration and accountability.
Prior to WIA, Marta held key finance positions at the SEED Foundation, The Society for Technical Communication and the Washington Capitals. She currently serves on FAR’s Board of Directors.
Panelists:
Matt Agresti, Senior Vice President/C&I Relationship Manager | EagleBank
Matt Agresti is a Senior Vice President and Relationship Manager at EagleBank since March 2023. Prior to arriving at EagleBank, he spent 34 years with Bank of America (25 years in the Washington DC market). He has been in commercial banking for the majority of his career. In his role today, he leads and quarterbacks a team of product and service specialists to deliver strategic financial advice and solutions to help government contracting organizations grow, improve cash flow, lend and manage their cash management capabilities.
Based in Tysons Corner, VA, Agresti is responsible for managing and directing his client’s commercial banking relationship with the bank. He is an active participant in the relationships that he fosters, meeting with clients on a quarterly basis that provides feedback and advise on how to maintain and grow his organization’s bottom line and effectively leverage the bank’s services and product lines.
Matt’s role in banking is driven by relationship banking, and the focus is specifically aligned to a client’s financial and operational performance. His driver on relationships is to be a “pro-active” banking consultant when warranted. He was the recipient of BOA’s top award for Commercial Banker 7 times (Award of Excellence – Top 5%) for all bankers in the U.S. in his time with BOA.
Prior to joining the banking industry, Agresti served in the United States Air Force out of college. He was active duty for one year and served the last seven years in the reserves. He has been in banking since 1989, became a commercial banker in 1996 in Tampa, FL and moved to the Washington, DC region in 1998.
Agresti has a B.A in International Studies from the University of South Florida and received a commission as an officer in the United States Air Force in 1988. He served 8 years (7 with the USAF Reserves) and retired from the service at MacDill AFB in the summer of 1996.
Christine Cardinal, Senior Vice President, Nonprofit Banking Group | Atlantic Union Bank
Christine Cardinal is a Senior Vice President in the Nonprofit Banking Group at Atlantic Union Bank. Christine has over 25 years of banking experience specializing working with tax-exempt organizations in Northern Virginia, DC and Maryland. She is focused on partnering with nonprofits to deliver exceptional service, serve as a valued resource, and assist them with financing needs and improving efficiencies through the use of automation and technology. She is active in the not-for-profit community and is a member of the Finance and Administration Roundtable (FAR), the American Society of Association Executives (Former Chair of the Finance and Business Operations Section Council), and the Greater Washington Society of CPAs (Current Board member).
Michele Ross, Senior Vice President - Truist Bank
Learning Objectives:
1. Identify Financial Strategies
Attendees will be able to identify and evaluate various financial strategies that enhance sustainability and growth for non-profit organizations.
2. Understand Credit Options
Participants will learn about different credit options available to non-profits, including how to access and utilize these resources effectively to support their missions.
3. Cash Management - Best Practices
Participants will learn about best practices around cash management, including diversifying the allocation of operating cash and reserves and effective processes related to fraud prevention.
4. Enhance Financial Management Skills
Attendees will acquire practical skills in navigating banking fees, understanding financial products, and implementing cost-saving strategies to bolster their financial resilience.
When: Wednesday, April 9, 2025 | 11:30 am - 1:30 pm
Networking 11:30 am
Lunch 12:00 pm
Presentation 12:30 - 1:30 pm
Where: PNC Bank | 800 17th Street NW, Washington, DC 20006
* Please bring an ID for check-in at the lobby. *
Parking: There are nearby parking garages as well as limited metered street parking.
Metro: Farragut West
FAR members, please make sure to log in to the FAR website to receive FAR member registration options.
This program is approved for CPE and CAE credit.
CAE:
CPE Field of Study:
FAR is a CAE Registered Provider. The program listed above meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.
As a CAE Registered Provider educational program related to the CAE exam content outline, this program may be applied for 1 credit toward your CAE application or renewal professional development requirements.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. No specific individual courses are required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. It is Group-Live delivery method. Sponsor ID: 109395
