Equip your board with the tools and knowledge needed to navigate the financial complexities of nonprofit governance. This comprehensive four-part series is designed to empower board members to make informed, strategic financial decisions that support organizational health and sustainability.

Interested in bringing this learning experience to your full board? I offer a virtual workshop series - available as individual sessions or a complete series - for your organization’s board. Email me for details and scheduling options.

Workshop 4-part Series Includes:

1. The Fundamentals
   Establish a strong foundation with essential financial principles every board member should know.
   

2. Understanding Nonprofit Financial Reports - Gain confidence in analyzing financial statements to understand the organization’s overall health and effectiveness.
   

3. Budget & Financial Planning – Explore best practices in budgeting and financial planning, ensuring alignment with mission and long-term goals.
   

4. Board Roles, Compliance, and Crisis Management – Learn the board's responsibilities in maintaining compliance, managing risks, and handling financial crises effectively.
   

Each session is tailored to enhance financial stewardship, foster accountability, and build a resilient foundation for organizational success. Perfect for both new and seasoned board members!

2026 dates will be posted as soon as they are scheduled.

Financial Management, Part I Workshop for Nonprofits is designed to equip nonprofit leaders, managers, and board members with foundational information to effectively manage their organization's finances. This workshop provides an overview of financial concepts, tools, and best practices tailored specifically for the nonprofit sector.

Workshop Format: The workshop combines presentations, interactive discussions, and practical exercises to engage participants and reinforce learning. Participants will have the opportunity to ask questions, share experiences, and collaborate with peers.

Outcome: By the end of the workshop, participants will have gained an understanding of nonprofit financial management foundational principles and will acquire skills to manage their organization's finances, ensuring financial stability, transparency, and compliance. This will contribute to the ability to make informed financial decisions that support the mission and long-term sustainability of their nonprofit.

Upcoming Dates: coming soon

Financial Management, Part II builds upon the foundational knowledge acquired in Financial Management Part I and is designed further the knowledge of nonprofit leaders, managers, and board members to effectively manage their organization's finances.

Workshop Format: The workshop combines presentations, interactive discussions, and practical exercises to engage participants and reinforce learning. Participants will have the opportunity to ask questions, share experiences, and collaborate with peers.

Outcome: By the end of the workshop, participants will have gained an increased understanding of nonprofit financial management principles and acquired additional skills and confidence to effectively manage their organization's finances, ensuring financial stability, transparency, and compliance. This will contribute to the ability to make informed financial decisions that support the mission and long-term sustainability of their nonprofit.

Upcoming dates: coming soon

Embark on a journey to master the fundamentals of budget management with our Budget Management Fundamentals Workshop tailored specifically for nonprofit professionals. This workshop offers a comprehensive exploration of budget development, implementation, and oversight crucial for financial sustainability and organizational success.

Workshop Format: The workshop combines presentations, interactive discussions, and practical exercises to engage participants and reinforce learning. Participants will have the opportunity to ask questions, share experiences, and collaborate with peers.

Outcome: By the end of the workshop, participants will have gained an understanding of budget management fundamentals and acquired practical skills to begin to set up the foundations to develop, implement, and monitor budgets effectively within their nonprofit organizations.

Upcoming Dates: coming soon

Elevate your budget management skills with our Advanced Budget Management Workshop tailored for nonprofit professionals. This workshop delves deeper into budgeting techniques, software utilization, and strategic alignment to empower you in steering your organization towards financial sustainability and growth.

Workshop Format: The workshop combines presentations, interactive discussions, and practical exercises to engage participants and reinforce learning. Participants will have the opportunity to ask questions, share experiences, and collaborate with peers.

Outcome: By the end of the workshop, participants will have gained advanced knowledge in budget management, equipped with practical tools and strategies to develop, monitor, and present budgets effectively within their nonprofit organizations. They will be empowered to drive financial sustainability, align budgets with strategic priorities, and navigate the budgeting process with increased confidence.

Upcoming Dates: coming soon