Join us as Sean facilitates this 5-part series covering all aspects of Fiduciary Excellence!Everyone is welcome!Although this course is aimed at nonprofit board members, everyone is welcome to attend. That includes leadership staff who want to understand board responsibilities and perspectives better as well as individuals who do not currently serve on boards.Join us for this five-week course for boards to dig deep on nonprofit financial best practices, help them avoid pitfalls and permit them to make a strong overall contribution to the organization they serve.Nonprofit Austin reserves the right to postpone this learning opportunity if there is inadequate registration.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 (briefly; more next week)Week 2: Relationship with staff – getting it right; adding value:Board relationship with staff-Executive Director-Accounting and finance staff-Power dynamics and the importance of clear rolesFinance Committee Role-Adding value to the board-Adding value to the staff-Overperforming and underperformingWeek 3: Financial ReportsWhy read the financial reports? Plus, 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 decisionsWeek 4: Fraud […]

This five-part series guides participants through the process of visualizing their business model utilizing the matrix map.This five-part series – facilitated by Steve Zimmerman, a co-author of Nonprofit Sustainability: Making Strategic Decisions for Financial Viability - guides participants through the process of visualizing their business model utilizing the matrix map, a visual depiction of an organization’s business model – or how every program contributes to the organization’s sustainability, impact, and profitability. Together, they will learn how to assess mission impact, determine profitability, and plot the map. More than a picture, the matrix map offers strategic imperatives to drive decision making to strengthen sustainability. Participants will receive templates throughout the process to implement on their own and will have access to extra engagement during the process to answer their questions.What is “sustainable” is constantly changing as the environment in which nonprofits operate changes. Sustainability is an orientation, not a destination. As such, truly sustainable organizations have leadership with a shared understanding of what is driving their impact and financial viability and are able to make ongoing strategic decisions while holding both of these elements together.There is a deep interconnectedness between a nonprofit’s ability to be financially viable and to have impact. […]

Find ways to use AI tools like GPT productivelyJoin Nonprofit Austin, as we open a discussion to discover how AI tools like GPT can transform your marketing efforts, from crafting compelling content and optimizing campaigns to analyzing audience engagement and improving outreach strategies. Led by Laura Leonard.Nonprofit Austin reserves the right to postpone this opportunity if there is not adequate registration.------------------------------------------------------------------------------------------------------More about out facilitator: Laura Leonard brings over 15 years of dynamic experience in strategic leadership and consulting, blending Fortune 500 expertise with a deep commitment to social equity. With a Mechanical Engineering degree from Rice University and an M.B.A. in Operations Management and Continuous Improvement from the University of Michigan (Lean Six Sigma Certified), Laura has led impactful initiatives at companies like Chevron, BASF, and Indeed.Dedicated to breaking down educational and professional barriers for underrepresented groups, Laura has made significant contributions through the Society of Women Engineers and BASF’s Racial Equity Task Force. Her community initiatives, like the Jersey City Holiday Meal Exchange, and her nonprofit consulting engagements such as with Woman Rising and We the People Opportunity Farm showcase her ability to drive meaningful change.As the Founder of Good Egg Solutions, Laura partners with nonprofits to tackle mission-critical […]