Board Fiduciary Excellence Series w/Sean Hale 5/4, 5/11, 5/18, 5/25 and 6/1In this five-week series, you will dig deep on nonprofit financial best practices, learn to avoid pitfalls, and permit you to make a strong overall contribution to the organization they serve.Join us and invite your colleagues!Week 1: Core roles and duties Legal requirements of all board members (quoting TX law)Legal liability Horror stories (Family Connections, my mom, etc.) D&O Insurance Treasurer role Chair’s role Finance Committee role (brief; more next week) Week 2: Relationship with staff – getting it right; adding value Board relationship with staff Accounting and finance staffPower dynamics and the importance of clear rolesExecutive Director Finance Committee Role Adding value to the board Adding value to the staff Overperforming and underperforming Week 3: Financial Reports Why read the financial reports? How to read the financial reports Balance Sheet Profit and Loss Materiality (what to worry about and what not to worry about) Dashboards Inclusion Engaging the full board in financial discussions Week 4: Fraud prevention, audits; separation of duties Internal controls Separation of duties Audit Week 5: Bringing it All Together Additional Tools, benefits 1:1 Advisory: In addition to the in-class time, each participant will get […]

Ask a Grant Writer (Grant AMA)! w/Susannah ErlerGot a thorny RFP question? First time writing a Federal proposal? Not sure how to start your need statement? Sign up for this free 60-minute virtual roundtable, led by Certified Fund Raising Executive (CFRE) Grant Writer Susannah Erler. She says: “nonprofit professionals, bring your grant questions and ask me anything; and maybe we’ll get some crowd-sourced answers from participants too.” Together we are stronger – the goal is to help you ‘Get that Grant’ to support nonprofit 501(c)3 organizations.