Join Us for the Summer Small Shop Roundtable
Leaders of small‑shop college, university, and community college foundations are invited to a focused conversation led by Cheryl L. Lindsay, CPA, Vice President/Chief Financial Officer of the James Madison University Foundation.
Cheryl will share key insights from the 23 foundations that participated in the 2026 VA Higher Education Foundations CFO Group Survey. While Virginia‑based, the findings reflect challenges and practices familiar to small foundations nationwide.
This roundtable is designed for college, university, and community college foundation professionals with financial and operational responsibility — CFOs, finance leaders, controllers, and executive directors — who want practical, peer‑informed perspective on:
- Foundation accounting
- Administrative structures
- Policy and compliance considerations
If you’re running a lean foundation operation, this roundtable offers a chance to compare approaches, learn from colleagues, and bring back actionable ideas. We’d love to have you at the table.