Financing Our Future: Navigating Capital through COVID and Beyond

Presented by: Jason Jones, Community Development Market Manager (VP), Citizens Bank

Synopsis: This workshop will deal with understanding how to effectively communicate with your board, funders, and communities that you serve through financial scenario planning. We will dig into how to have a conversation with your funders and boards so that they hear you. We will work through when you should look to change directions, stay the same course or merge with another organization.

Learning Goals:

  • Understand and own your numbers
  • Explore different vehicles that drive your numbers
  • Use scenario planning to inform your decisions
  • Devise a strategy to communicate your numbers and plan so that your board, community that you serve, and funders hear you

Workshop Details

When: Thursday, October 29,
12:00 – 1:15 pm

Track: Finance & Strategy

Target Audience: Leadership, Administrative Staff, Finance Staff, Board Members

Jason Jones

Community Development Market Manager (VP), Citizens Bank

Jason Jones joined the Citizens Bank team in March of 2020 as Community Development Market Manager (VP). In his role at Citizens Bank, Jason will oversee community development services, investments, and lending in low-to-moderate areas of Western Pennsylvania.

Jason has over 15 years’ experience in Banking, Management, Investment, Economic Development and Community Development Financial Institutions (CDFIs). In September of 2018, he joined Idea Foundry where he held the position of Director of Entrepreneurship, and he led the Equitable Entrepreneurship Program, oversaw fundraising and deployment of lending funds, along with organizational due diligence. Prior to Idea Foundry, Jason was the Community Development Relationships Manager at Woodforest National Bank, where he oversaw Community Reinvestment Act requirements for 40 branches and was also a Regional Manager (VP), overseeing 6 states. Jason worked at Bridgeway Capital, serving, under-served, under-banked, smaller businesses. He also is an Adjunct Professor in the School of Business for Community College of Allegheny County.

Jason is very active in the community in Pittsburgh, serving on the board for Homewood Children’s Village, The Forbes Funds, and The Urban Redevelopment Authority Micro Loan Committee. He was named as one of Pittsburgh’s 40 Under 40 (Pump) in 2017, 2018’s 50 Finest (Cystic Fibrosis), and Fab 40 (New Pittsburgh Courier) in 2019. He holds a M.S. in Strategic Leadership and B.S. in Organizational Leadership from Mountain State University.

Check Out More Sessions.

Each day of the virtual conference will feature workshops in the following workshop tracks: Advocacy, Building the Plane While Flying It, Caring for Ourselves & Each Other, Fundraising & Communications, and Leading through Change.