When Finance Professionals Serve The Greater Good

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Trish Shannon, CFO of the AARP Foundation, discusses how finance professionals can make a difference in the wider world as well as in their own organizations.

One of the biggest trends among younger finance professionals is a desire to serve a purpose beyond profits in their professional lives.

Internally, as an affiliate of AARP, we rely on AARP for many shared services like technology, human resources, general counsel, etc. Several years ago, AARP transitioned to a Workforce of the Future, which allowed all staff the capability to work remotely. Consequently, we were able to transition rather seamlessly to working remotely full-time in March 2020.

Foundational finance, data analysis and project management knowledge are essential competencies we look for and emphasize for the finance team. Equally important are professionalism, ethics, risk management and internal controls. We also emphasize successfully managing stakeholder relationships, and having a strong command of the organizational strategic plan and each of the Foundation’s functional areas.You’ve spent your career as a finance leader in the non-profit sector.

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