Intended Audience: Nonprofit staff or board members who are interested in feeling more confident in building and implementing the organization’s budget. Session Facilitator: Jessica Richter, CPA, CITP, CISA and Partner at Forvis Mazars. A clear, thoughtful budget is one of the most powerful tools a...

For Executive Directors & Board Chairs/Chair-Elects Note: You will need to register the Executive Director and Board Chair/Chair-Elect at the same time. Registration for one person is not permitted. This workshop is intended for the Executive Director and Board Chair or Chair Elect. If you both...

As the fiscal year winds down, nonprofit leaders have a critical opportunity to prepare their organizations for the year ahead. This 2-hour workshop will walk through the key financial actions every nonprofit should take before entering a new fiscal year. Participants will explore how to review...

Nonprofit boards need strong skills and a thorough understanding of their role to serve effectively. In this interactive series, we cover the most important aspects of board governance. Board Masters was created for current and potential board members who want to learn how to better serve nonprofit...

A clear, thoughtful budget is one of the most powerful tools a nonprofit has, but for many, it can feel overwhelming or overly technical. This session is designed to demystify the basics and build confidence in creating and managing a budget that supports your organization’s mission. Jessica will...

In an environment of constant change, nonprofits that wait to “get ready” often find themselves reacting under pressure. This complimentary session explores how nonprofit can adopt a “stay ready” mindset through long range, agile financial planning that helps strengthen resilience and support...

Your financial statements are much more than compliance documents; they're chapters in your association's strategic story. This interactive session teaches you how to take your balance sheets, income statements, and cash flow reports and turn them into compelling narratives that 1. engage boards, 2...

For many nonprofits and the professionals who support them, Form 990 is treated as a necessary but tedious compliance task. Unfortunately, this approach overlooks the reality that the 990 is a public document read by donors, foundations, charity watchdogs, journalists, and prospective board members...

Operating a nonprofit—whether as a board member or key staff—comes with significant legal and fiduciary responsibilities. While every organization is unique, all nonprofits must comply with state and federal requirements to maintain tax-exempt status and safeguard charitable assets. Join the...

Join us on Wednesday, March 11, for Nonprofit Know-How: Budgeting and Finance Essentials. Joe Heitz, VP of Community Impact, and David Little, CPA, will go over practical budgeting tools, nonprofit financial statements, tips to avoid common pitfalls, and how to communicate financial needs to boards...

Community-based nonprofits have long been engines of innovation, care, and resilience, often operating with limited resources but unlimited commitment to those they serve. As funding models shift, public scrutiny increases, and political landscapes become more polarized, sustainability isn’t just a...

Economic instability, policy shifts, and funding uncertainty are forcing nonprofit leaders to make difficult decisions about programs, partnerships, staffing, and long-term viability — often with limited capacity and little room for error. Despite the need for a clear road map, nearly half of...