The Charity CFO

JANUARY 5, 2022

Nonprofit leaders often struggle to create an open, trusting culture that supports their staff in executing their mission. If you’re looking for proven ways to engage your team and improve the mindset of your nonprofit team, this episode is for you. Why a “kitchen in the living room” is typical weakness for nonprofit teams (4:58).

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Nonprofit Leadership Investments CFO 98

The Charity CFO

AUGUST 15, 2023

The nonprofit sector is full of rewarding and impactful careers because it plays a crucial role in addressing various social, environmental, and humanitarian challenges. In this section, we will debunk the three most common nonprofit accounting myths. However, most of it is actually the same. However, most of it is actually the same.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

The Charity CFO

FEBRUARY 27, 2023

Does your organization get bogged down with nonprofit treasurer duties? Nonprofits don’t exist for the purpose of earning profits. With that being said, money is central to a nonprofit’s success. How does a nonprofit manage its money? One of the most important board members for a nonprofit is the treasurer.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

The Charity CFO

AUGUST 14, 2023

It’s among the most hotly debated topics in the startup and nonprofit worlds. Should nonprofit founders draw an income even as they struggle to get their organization off the ground? Or should that money be plowed back into the nonprofit to boost growth and stability?

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Nonprofit Benchmarking CFO Leadership 52

The Charity CFO

MAY 11, 2023

Bookkeeping is a critical component of running a successful nonprofit organization. However, managing bookkeeping in-house can be time-consuming and expensive, which is why many nonprofits are turning to outsourced bookkeeping services. As a leader, you’ll have to determine what is right for your nonprofit.

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Nonprofit Communication Auditing GAAP 52

Centage

MAY 8, 2023

Lowe, CPA, CGMA As a nonprofit finance leader, you are accountable to many stakeholders – especially your Board of Directors. Plan to work with them early in your board presentation development stage. Hopefully your committee has nonprofit financial expertise to help you think through your goals and objectives of the meeting.

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Nonprofit Budgeting CFO Finance 98

The Charity CFO

AUGUST 21, 2023

Nonprofit communications can be complicated, and sometimes awkward. The secret comes down to how well nonprofit leaders understand what donors are thinking and feeling and how charities communicate with them. Under these circumstances, it can be difficult to make large investments in growth or plan for the future.

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Nonprofit Communication Education CFO 52

Centage

NOVEMBER 27, 2023

As businesses, nonprofits have a unique set of needs and challenges. Nowhere is that more apparent than in financial planning. Budgeting and financial forecasting are two of the most important business activities for nonprofit FP&A. For instance, scenario planning in these tools is complicated, if not impossible.

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Nonprofit Budgeting Forecasting Planning 40

The Charity CFO

AUGUST 2, 2023

Welcome to the Modern Nonprofit Podcast! Sarah is a seasoned leader in the nonprofit sector, leverages over 18 years of experience to guide organizations towards success. Specifically about how nonprofit organizations can handle budgeting for the next fiscal year. Today our guest is Sarah Olivieri.

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Nonprofit Budgeting CFO Strategic Planning 52

The Charity CFO

JULY 3, 2023

Setting nonprofit goals is critical to growing in a manageable way that supports your mission and employees. Let’s take a closer look at everything you need to know to define and track your nonprofit goals. Financial goals align with your nonprofit’s fundraising and expenses.

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Nonprofit Analyzing Data CFO Prioritization 52

The Charity CFO

DECEMBER 20, 2023

180 Management Group is an operations consulting firm that specializes in operational strategy and design, specifically for nonprofit organizations. All in all, making this a consideration with plenty of weight when thinking through how each nonprofit measures up against another like it.

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Nonprofit Benchmarking Healthcare Restructuring 52

The Charity CFO

NOVEMBER 23, 2022

The finance director role is critical to the success of any nonprofit, making it one of the most important hires an organization can make. Here’s a look at some of the qualifications you should look for in a nonprofit finance director and tips on how to verify those qualifications: Qualifications For A Nonprofit Finance Director.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

MAY 8, 2023

What nonprofit fundraising strategies are you using to keep your organization healthy? As nonprofit organizations rely heavily on donations to support their operations, programs and missions, fundraising is an essential component to their continued success. Individual Giving This is the most common form of giving to nonprofits.

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Nonprofit Prioritization Communication Planning 52

The Charity CFO

JANUARY 5, 2023

Many nonprofit organizations tend to let their financial management slip on the backburner as they get busy fulfilling their mission. Without a good grasp of your finances, your nonprofit risks: Exposure to fraud. Well, the answer lies in understanding and implementing these 7 essentials of nonprofit financial management.

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

The Charity CFO

DECEMBER 14, 2022

A nonprofit organizational chart is essential for the company’s success and growth. A nonprofit organization chart, also known as an org chart or organogram chart, is a useful tool that is used to create a graphical representation of the structure of the organization and its various departments. Let’s find out.

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Nonprofit CFO Communication Microsoft Office 52

The Charity CFO

DECEMBER 22, 2021

Ever wondered why so many nonprofits are stuck in their financial struggles that they end up failing their communities? Want to make sure your nonprofit doesn’t suffer the same fate? She helps nonprofits get financially established so they can achieve their goals. And why nonprofits need to learn to put themselves first. (2:47).

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Nonprofit Budgeting Accounting Planning 90

The Charity CFO

JUNE 10, 2022

Your finance committee spends the most time analyzing and studying your nonprofit’s numbers, yet your entire board of directors is responsible for financial oversight. All board members are responsible for the financial health of a nonprofit organization. Include nonprofit financial training component in board orientation.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

The Charity CFO

SEPTEMBER 25, 2023

For some nonprofit leaders, it can be easy to spend too much time poring over each and every category of nonprofit expenses, carefully scrutinizing each dollar that’s spent. But in some cases, nonprofit leaders need to take a step back and consider the reason they’re operating.

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Nonprofit Budgeting Benchmarking CFO 52

The Charity CFO

MARCH 20, 2023

Growth: likely a key point in any strategic plan and something that is the top of mind for many leaders. How to grow your nonprofit is, after all, the key to strengthening your work, achieving your mission, and making an impact. However, many nonprofits are missing out on a key component of modern growth: marketing.

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Nonprofit Marketing Budgeting Strategic Planning 52

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . By taking the time to assess your current financial situation and map out your anticipated income and expenses for the year ahead, you can make sure that your nonprofit is on track to meet its goals. Allocate resources.

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Nonprofit Budgeting Forecasting CFO 52

The Charity CFO

JUNE 19, 2023

If your nonprofit is growing, you have a lot on your plate. But one of the most underrated things you can do to make life easier and improve your future prospects is to work with a nonprofit financial advisor. Read on as we explore more about this crucial role and how it can help your nonprofit.

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Nonprofit Communication CFO Auditing 52

CFO Leadership

AUGUST 12, 2021

The CFO Leadership Council proudly highlights our very first ten Diversity, Equity, and Inclusion Ascend Honorees! The Ascend program is an opportunity for Senior Finance Executives from underrepresented groups to join The CFO Leadership Council. Meet Our First 10 Ascend Honorees. Joy Harper, Cloud Finance, Google.

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Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

The Charity CFO

JULY 10, 2023

To outsiders, it’s often assumed that all any nonprofit status is basically the same. But those starting and operating these critical organizations know there’s much more to the various nonprofit statuses, with varying rules and qualifications for each. What Does it Mean to Have a Nonprofit Status?

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Nonprofit Education CFO Financial Reporting 52

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Typically, executives and business owners do not plan their exit strategy.

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Planning Leadership Communication Nonprofit 52

CFO News Room

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Nonprofit Practice Management Advertising Leadership 130

The Charity CFO

MARCH 30, 2022

When a founder plays a significant role in building and running a nonprofit, it’s easy for people to think that the founder “is” the nonprofit. When that happens, it makes the transition to new leadership very hard, when they do decide to step down. The first things to do when moving into the leadership role (14:00).

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Nonprofit Leadership Planning Accounting 52

The Charity CFO

JANUARY 19, 2022

Are you ready to scale, but you’re afraid that growth will make you even more alone in your leadership role? This week on A Modern Nonprofit Podcast we’ll show you how to build the right team to scale your organization effectively. How to feel less alone in your leadership role. (28:09). A Modern Nonprofit Podcast.

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Nonprofit Leadership CFO Communication 52

The Charity CFO

JUNE 7, 2023

A healthy nonprofit requires leadership, marketing, structure, and of course financial stability to make the impact it sets out to make. We give you expert bookkeeping and accounting support to help your nonprofit thrive.” For a nonprofit to thrive, there needs to be growth in a network of partners and collaborators.

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Nonprofit CFO Leadership Education 52

The Charity CFO

AUGUST 28, 2023

Running a successful nonprofit requires many diverse skill sets, from experts in your particular field to fundraising and event pros. Unfortunately, one area where many otherwise thriving nonprofits lack experience is financial and money issues. That’s where advisory finance committees come in.

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Nonprofit Problem Solving Finance CFO 52

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Nonprofit Practice Management Advertising Leadership 87

The Charity CFO

JULY 24, 2023

When hiring your first employee at a growing nonprofit, it is crucial to understand the essential steps to hiring. Establish your Nonprofit Hiring Process Streamline the journey to finding the right employee and increase the likelihood of a successful recruitment outcome by outlining and establishing a transparent hiring process.

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Nonprofit Compliance Advertising Budgeting 52

CFO News Room

DECEMBER 5, 2022

There are dozens of certifications for other jobs as well, such as business analytics , business processes , inbound marketing , and leadership. LinkedIn Learning is one of the most recognized, but there are many others with courses that can take your functional and leadership skills to the next level. Mentorship.

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Leadership Education Problem Solving Nonprofit 100

Centage

JANUARY 24, 2023

A: HASCO – The Housing Authority of Snohomish County (HASCO) – is a nonprofit, government agency that provides housing solutions for the people and communities of Snohomish County in Washington state. A: Prior to Centage, we had been using Excel for budgeting and planning. Why did you begin your search for a new solution?

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Financial Planning and Analysis (FP&A) Budgeting Forecasting Nonprofit 98

CFO Leadership

JUNE 14, 2021

Sage Intacct was a platinum partner of the CFO Leadership Council’s recent 11th annual conference, A New Hope. . Budgeting and planning cloud technology enabled some companies to quickly reforecast for multiple scenarios when the pandemic struck. It was invaluable.

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Leadership CFO Nonprofit Budgeting 52

VCFO

FEBRUARY 8, 2023

Engage your employees in deciding what you want your plan to look like and what to support. Let’s spend some of our success this year supporting our nonprofit community together. Some of the nonprofits and organizations that are meaningful to vcfo: The post vcfo Gives Back appeared first on vcfo.

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Nonprofit Planning Strategic Planning Marketing 80

PYMNTS

MAY 19, 2020

Before joining the association, Werner was founder and CEO of Green River Hollow Consulting and held leadership positions at several financial institutions, including HSBC and Goldman Sachs, where he served as the enterprise executive for policy, privacy and regulatory relations. He also headed financial crime compliance for Merrill Lynch.

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Treasury Nonprofit Compliance Currencies 90

The Charity CFO

MARCH 9, 2023

Diversity creates a stronger organization Starting a journey to truly engage in this work and build a diverse organization that is respected by employees, clients and the industry is no small task, but the rewards can be great at all levels from leadership, to client engagement, to employee wellness and satisfaction. And we’re hiring!

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