Join us for this five-week course for boards to dig deep on nonprofit financial best practices, help them avoid pitfalls and permit them toJoin 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 prevention, audits; separation of duties-Internal controls-Separation of duties-AuditWeek 5: Bringing it all togetherAdditional Tools, benefits-1:1 Advisory: In addition to the in-class time, each participant will get a 25-minute 1:1 […]

Learn about workable strategies and explore resources to assist you in assessing your current volunteer program.The COVID pandemic forced changes big and small in our society, and with it, a new picture of community service and volunteerism has emerged. This new vision is characterized by changes in who volunteers and how we find and engage them.In this fast-paced session, you’ll learn about workable strategies and explore resources to assist you in assessing your current volunteer program. This 1.5-hour virtual or in person session course includes multiple handouts, resources and opportunities for group discussion and individual work. Participants will be asked to take a short survey on volunteer program readiness at least two days prior to the class. Topics covered:• State of volunteer engagement• Changing priorities• Time & role diversity• Strengthening organizational capacity with skills-based volunteers.______________________________________________________________________________________________________About the presenter:Wendy Biro-Pollard is a Certified Volunteer Administration (CVA) and BoardSource Governance Consultant. She has conducted webinars, keynotes, workshops, and retreats for individuals in the public-private sector, for national and international associations, corporate and community foundations, and faith-based and governmental agencies.Wendy directed the Volunteer Center of Austin and healthcare volunteer programs at large hospitals in Austin and San Antonio. She has served on several national […]