Learning Opportunity

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. […]

Learn strategies and tactics to build strong, collaborative relationships to work with your CEO and Board Members for long-term success.Learn strategies and tactics to gain essential skills to build strong, collaborative relationships to work with your CEO and Board Members for long-term organizational success. Walk away with the ability to provide insights, guidance, and support in a way that fosters trust, transparency, and alignment with your organization’s goals.______________________________________________________________________________________________________About the presenter:The success of Upbring's mission depends largely on two key components: finances and operations. Holly Raymond understands not just the importance of efficient operations and sound finances, but how to maximize both. As the Chief Financial Officer of Upbring, Holly directs finance, facilities, budget and procurement functions as well as information technology and human resource administration for the organization. Since joining Upbring in 2017, Holly has implemented structural modifications, strengthening financial operations that has resulted in a 25% overall organizational growth. In her prior role, as Senior Vice President of Finance, she deepened the finance and facilities resource capabilities by strategic staffing additions. Her success at Upbring is a testament to her outstanding leadership, determination and servant-hearted commitment to breaking the cycle of child abuse.Before joining Upbring, Holly served as Chief Financial Officer of […]