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How Shared Services Can Lower Costs and Increase Efficiency for Not-For-Profits
Not-for-profit institutions continue to face pressure to cut costs and mitigate the impact of narrowing revenue streams. One way to do this: implement a shared services model (SSM).

As financial challenges create additional opportunities for increased collaboration between departments and offices, SSMs are growing in popularity. In this webinar, we’ll explore the steps your institution can take to implement a successful SSM and drive both operational and cost-based efficiencies.

Discussion Topics:

  • Key challenges and opportunities generated when implementing an SSM within not-for-profit organizations
  • Political impediments related to the implementation of an SSM, the importance of cultural buy-in at all levels of an organization and the role of senior management in driving this process
  • Upfront costs related to the implementation of an SSM—and how those costs can be overcome
  • Best practices and pitfalls


  • James Lock, Executive Director, Treasury Services, J.P. Morgan


  • Cathy O’Sullivan, Director, University of California, Office of the President
  • Steve Casey, Corporate Treasurer, American Red Cross

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For inquiries regarding corporations and institutions with revenues between $20 million and $2 billion, or for questions regarding commercial real estate, please complete the form below.

Businesses with revenue under $20 million should contact Chase for Business.



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