Learning Opportunity

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 […]

Funder Focus Series w/ Susannah ErlerFunder Focus SeriesGain insights from and interact with Impact Austin, an Austin-based women’s collective giving organization that funds nonprofits that provide services in Bastrop, Hays, Travis, and/or Williamson counties. Karen McLinden, Grants Co-Chair, will describe Impact Austin’s philanthropic purpose and its strategic, high-impact grants awarded for Community, Education, Equity, and Health & Well-Being. Come and learn details about their upcoming grant opportunity and about what makes an inspiring grant proposal.Series descriptionWhat do funders look for in a grant proposal: data, stories, both? What kinds of projects do foundations find inspiring? What choices do funders make in support of communities? Join us for Nonprofit Austin at ACC’s Funder Focus series to learn more about the funding and grantmaking process. Bring your questions for this exceptional opportunity to connect directly with those who make funding decisions that support nonprofit work.Funder Focus Host: Susannah Erler, Director, Greater Good StrategiesSusannah Erler started in a public radio career (including being Director of a National Public Radio affiliate) which later morphed into her current calling to support nonprofits. She earned her master's degree in Business with an Arts Administration (Nonprofit) specialization, is a Certified Fund Raising Executive (CFRE) and is a […]