FOREsight Financial Services for Good

FOREsight Financial Services for Good FOREsight provides financial services and education to those organizations doing good in their communities.

FOREsight is the product of over eight years of experience serving non-profit charter schools. From this work, we have learned that improving the educational outcomes for children also requires looking outside of the classroom to the community. With this in mind, through FOREsight, we now serve organizations that create social value. Recognition of our team by numerous highly-respected organizatio

ns:
• In Sep 2014, Diversity Journal Magazine named our CFO a Woman Worth Watching.
• In Jun 2014, SmartCEO magazine named our CFO as Accountant of the Year.
• In Jun 2014, the Asian American Business Development Center named our CEO one of the 50 Outstanding Asian Americans in Business.
• In May 2014, SmartCEO magazine awarded our COO an Executive Management Award.
• In Nov 2013, the New York Chapter of the National Black MBA Association named our CEO Entrepreneur of the Year for his work providing educational opportunity for African-American students in New York City.
• In Nov 2012 and 2013, Crain’s NY Business named us one of the Best Places to Work in NYC.
• In Sep 2013, our COO was named a Woman Worth Watching by Diversity Journal magazine.
• In Aug 2013, Inc. magazine named us one of the fastest growing companies of 2013.
• In Aug 2013, we became a Certified B Corporation, one of over 1,100 organizations around the world using business to solve social and environmental problems.
• In Jun 2013, Crain’s NY Business named our Founder one of the Top Entrepreneurs of 2013.
• In Feb 2013, we graduated from the Goldman Sachs 10,000 Small Businesses program, which is a $500 million initiative to help small businesses grow and create more jobs.
• In Apr 2011, our CEO was named the Small Business Person of the Year for the New York district of the U.S. Small Business Administration.
• In Mar 2009, the U.S. Chamber of Commerce named us the Small Business of the Year for the Eastern region.
• Our team has presented countless trainings at conferences/seminars in NY, NJ, CO, DC, FL, GA, IL, IN, LA, MA, MI, MN, OH, SC, TN and UT.

The FOREsight team was proud to attend Sage Future 2026 at the Moscone Center in San Francisco — an exciting three-day c...
05/08/2026

The FOREsight team was proud to attend Sage Future 2026 at the Moscone Center in San Francisco — an exciting three-day conference focused on AI-driven business innovation, technology breakthroughs, and the future of the Sage ecosystem.

Representing CSBM at this year’s event were:
• Steve Reid, Chief Growth Officer
• Tia Murphy, MBA Murphy, Director of Consulting Services
• Raymond Alston, Senior Financial Manager
• Courtney Erickson, Senior Financial Manager

From insightful keynote sessions and High-Performance Academy discussions to networking opportunities with industry leaders and partners, Sage Future 2026 delivered valuable perspectives on how AI and emerging technologies are shaping the future of business operations and financial management.

We’re excited to bring these insights back to our clients and continue helping organizations innovate, optimize, and grow.

Pictured here are Raymond, Tia, and Courtney!

What an incredible evening celebrating purpose, community, and impact.FOREsight was proud to attend the 2026 Hummingbird...
04/29/2026

What an incredible evening celebrating purpose, community, and impact.

FOREsight was proud to attend the 2026 Hummingbird Soirée hosted by Kindred bakery—an inspiring fundraiser centered around storytelling, inclusion, and opportunity for young people.

We were especially excited to see our own Karen Daniels, President & COO, alongside Kamilah O'Brien, Director of Consulting Services (and Kindred board member!), supporting such meaningful work, pictured here with Michelle Rumph.

Kindred Bakery BK is doing something truly special—empowering neurodivergent and underserved youth through baking, mentorship, and real-world skill building.

The evening featured the powerful Kindred Voices exhibit and brought together a community committed to helping young people thrive.

We’re honored to stand alongside organizations making a difference every day.

04/28/2026

We’re excited to celebrate the incredible growth within our team.

This year, we’re proud to recognize and promote two individuals who have consistently demonstrated excellence, leadership, and a deep commitment to our clients and each other. Their impact has helped drive our success, strengthen our culture, and elevate the work we do every day.

These promotions reflect not only individual achievement, but also the collaborative spirit and dedication that define our organization.

Please join us in congratulating our newly promoted team members.

Courtney Erickson - Promoted to Senior Financial Manager

Brittany Green - Promoted to Associate Director

We’re excited for what’s ahead and grateful to have you leading the way!

We were honored to present at the Northeast Regional Boys & Girls Clubs Conference last week!Our session, From Strategic...
10/15/2025

We were honored to present at the Northeast Regional Boys & Girls Clubs Conference last week!

Our session, From Strategic Alliances to Full Integration: Navigating the M&A Spectrum, explored how nonprofit leaders can identify the right type of collaboration to advance their missions. We had a great time connecting with leaders and members of the Boys & Girls Clubs from across the country.

A big thank you to Tom Bromage, Stacy Blackmon, and George Krupanski for welcoming us and for the opportunity to share the stage. It was inspiring to connect with so many passionate leaders and hear firsthand about the incredible work happening across Boys & Girls Clubs. We’re so grateful for the opportunity to be part of this event and are excited for the future of the Boys & Girls Clubs of America.

Tomorrow, Karen Daniels and Steve Reid will join George Krupanski at the Northeast Regional Boys & Girls Clubs Conferenc...
10/08/2025

Tomorrow, Karen Daniels and Steve Reid will join George Krupanski at the Northeast Regional Boys & Girls Clubs Conference. They’ll be sharing insights on how nonprofits can approach mergers & acquisitions to understand how a range of approaches, from collaboration to full integration, may best serve their mission.

https://podcasts.apple.com/us/podcast/nonprofit-lowdown/id1436858854?i=1000628246621In this episode, we're talking all t...
09/27/2023

https://podcasts.apple.com/us/podcast/nonprofit-lowdown/id1436858854?i=1000628246621

In this episode, we're talking all things budgeting, fundraising, and shaking that scarcity mindset! Raj Thakkar shares his 10-step framework for getting – and staying – fiscally fit. I know it sounds intimidating but I promise it’s way more empowering than it is scary.

‎Show Nonprofit Lowdown, Ep #254 - Being Fiscally SeCURE with Raj Thakkar - Sep 18, 2023

Are you the type of leader who takes pride in handling every aspect of your organization? From HR to financials and mark...
09/27/2023

Are you the type of leader who takes pride in handling every aspect of your organization? From HR to financials and marketing, does the buck stop with you? While it may seem commendable, holding onto control might be hindering your business growth. Step into the world of Janneh K. Wright and special guest Raj Thakkar as they discuss how they beat “Founders Syndrome” and strategically moved from business stagnation and burnout to organizational success.

‎Show Wright on the Money w/ Janneh K. Wright, Ep From Operational Overload to Strategic Leadership: Trusting Your Team w/ Today While You Shape Tomorrow - Jul 21, 2023

Our CEO and Founder, Raj Thakkar, founded CSBM-FOREsight 17 years ago to empower organizations with VITAL knowledge and ...
03/28/2023

Our CEO and Founder, Raj Thakkar, founded CSBM-FOREsight 17 years ago to empower organizations with VITAL knowledge and services to understand and practice responsible financial management. We couldn't be more grateful for our wonderful team and supportive clients. Cheers to many more!

We are deeply honored that our Founder & CEO, Raj Thakkar, has been ranked as one of Big Path Capital’s (https://www.big...
03/08/2023

We are deeply honored that our Founder & CEO, Raj Thakkar, has been ranked as one of Big Path Capital’s (https://www.bigpathcapital.com/) 2023 MO 100 Top Impact CEOs! The award identifies the 100 most impactful leaders catalyzing positive social and environmental change through the dynamic companies they run. At Charter School Business Management and FOREsight Financial Services for Good, our work is driven by consideration for people and planet, and it is exciting to see so many other winners who share the same impact-minded philosophy: https://mo-summit.com/mo100-ranking-list-2023/

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