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Maximizing impact: spend management for nonprofits
For mission-first organizations, failing to match spending to funding has real consequences.
Hear how Jason Penegar (VP and Controller, Boys & Girls Clubs of America) and Gee Hoon Lim (Director of Finance, The Joffrey Ballet) overhauled their finance operations to drive better spend visibility and cost control.
They discuss:
- Strategies to improve expense management and cash flow
- How to give your CEO and team members more visibility into budgets vs actuals
- When to pull the trigger on finance technology upgrades
- Tips for slashing financial bureaucracy across your entire organization
About the speakers
Gee Hoon Lim
Director of Finance, The Joffrey Ballet
Gee Lim is currently the Director of Finance at The Joffrey Ballet in Chicago, combining his professional finance background with his passion for the performing arts. His previous work experience includes a mix of nonprofits and tech companies, such as Make-A-Wish Illinois, M1 Finance, and Steppenwolf Theatre Company. In his free time, Gee enjoys traveling, attending live performances around town, and teaching his corgi Muji new tricks.
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Jason Penegar, CPA
Vice President, Controller, Boys & Girls Clubs of America
Jason Penegar is the current Vice President – Controller at the Boys & Girls Clubs of America. Jason joined BGCA in February 2018. He has held senior finance and accounting roles for more than 10 years and has more than 25 years of professional experience. Prior to the Boys & Girls Clubs of America, he served in the manufacturing industry for Serta Simmons Bedding and Printpack, where he spent 15 years in progressive finance and accounting leadership roles. Early in his career, he was an auditor and audit supervisor for Grant Thornton, LLP. Jason earned his BBA with major in accounting and MBA with major in finance and management, with both degrees from Kennesaw State University. He maintains an active CPA license in the State of Georgia.
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Noel Vierra
Technical Consultant
Noel Vierra is a Technical Consultant at Ramp, working as a sales engineering guru. With a vast background in ERP Implementation consulting, marketing, public speaking, and enablement, she now spends her workdays helping customers make their business processes more efficient. In her free time, she's passionate about cooking, reading, and exploring new cultures around the world.
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