Nonprofit Capacity Building | Making Tough Choices: Mergers and Acquisitions

Thursday, April 29, 2021 -
1:00pm to 2:30pm EDT
Members: $50.00
Non-Members: $100.00
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This is the final program in IPA’s four-part Nonprofit Capacity Building Series. This series is designed to support philanthropy’s ability to assess and then take action to assist struggling nonprofits within their communities.

Join IPA for the final webinar in the Nonprofit Capacity Building series as we explore the difficult topics of nonprofit mergers and acquisitions. Andrew Brock, CPA and Audit Manager with Blue and Co., LLC will share the quantitative and financial side of potential mergers and acquisition by discussing financial benefits and challenges. He will also address the impact mergers and acquisitions can have on financial processes and analyze the effects on an organization. 

Every nonprofit organization is unique unto itself, with its own strengths, challenges, and idiosyncrasies, and every merger and/or acquisition situation is different. Jan Breiner Frazier, managing member of Planning Plus, will explore the qualitative, subjective, and culture side of mergers and acquisitions. Jan will share tips that all organizations can apply when going through the process.

Topics will include:

  • Merging the existing cultures of the organizations:  What is the current culture of the organizations, what is the desired culture of the new organization, and what are the gaps that must be closed?
  • Leadership at the board and executive management levels:  Who will lead the new organization, both at the management level and the board level?  What are the skill sets needed to shepherd an organization through such a change?
  • Communicating with stakeholders: When and how should we communicate the changes and plans with our most critical internal stakeholders – the staffs?


Andrew Brock, CPA and Audit Manager, Blue and Co., LLC

Andrew Brock is a CPA and Audit Manager with 7 years’ experience in public accounting. The majority of Andrew’s experience has been serving non-profit organizations. He has a Bachelor of Business Administration in Accountancy and a Minor in Theology from the University of Notre Dame. He currently serves on the Board of Directors, Executive Committee, and Finance Committee in the role as Treasurer for the Boys and Girls Club of Seymour. Additionally, he serves on the Education Committee with Indiana Philanthropy Alliance.




Jan Breiner Frazier, Managing Member, Planning Plus

Jan Breiner Frazier, managing member of Planning Plus, has been a consulting professional since 1988.  She has designed and facilitated strategic, annual, and operational planning sessions for a multitude of organizations, often bringing together diverse philosophies, opinions, and perspectives to help groups collectively meet stated objectives.  Often, her planning projects have resulted in assisting with organizational design and process improvement initiatives.  Her work with non-profit boards and associations has ranged from strategic planning, board development and committee structure to identifying organizational competencies.


Nonprofit Capacity Building Series

In response to COVID-19, IPA offers this four-part Nonprofit Capacity Building Series designed to support philanthropy's ability to assess and then take action to assist struggling nonprofits within communities. Separate registration for each event is required for participation. To access recordings to programs in this series listed below, please contact Jill Gordon.

  1. Assessing the Health of Your Grantees
  2. Sharing Trends in Charitable Giving with Your Grantees
  3. Funders Supporting Nonprofit Capacity
  4. Making Tough Choices: Mergers and Acquisitions 
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