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. Many board members lack confidence in the financial oversight role.

Nonprofit 52

Nonprofit Finance Strategic Planning Cash Flow Forecasting 52

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. When job seekers lean into the falsities, they write off positions they could succeed in. However, most of it is actually the same.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

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.

Nonprofit 52

Nonprofit Budgeting CFO Strategic Planning 52

Centage

FEBRUARY 2, 2023

With less cash to count on, knowing your cash flow position has never been more important: how much is really in the bank, how much is available on short notice, what revenues are coming in and when, and what resources are going out. Businesses talk a lot about budgets, revenue projections, and actuals.

Cash Flow Forecasting 98

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

PYMNTS

JULY 14, 2020

Morgan Chase – America’s biggest bank in asset terms – on Tuesday (July 14) became one of the first financial firms to show how big of a bite COVID-19 took out of its second-quarter top and bottom lines. However, Dimon affirmed that JPMC is backed by a “fortress balance sheet” and is prepared to weather any and all eventualities.

Profit and Loss 65

Profit and Loss Nonprofit Banking Economics 65

The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. with this overview of nonprofit accounting basics. . And guess what?

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Nonprofit Accounting Profit and Loss Accounts Payable 98

The Charity CFO

FEBRUARY 25, 2022

If you’re brand new to nonprofit accounting, the Chart of Accounts might be the best place to start. It’s a list of the accounts you use in your organization to track your financial transactions. How to Organize a Nonprofit Chart of Accounts . What is a Chart of Accounts? What goes on the Chart of Accounts?

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Nonprofit Accounting Accounts Payable GAAP 98

The Charity CFO

DECEMBER 28, 2022

As a nonprofit leader, your financial stewardship is important to remain compliant with the IRS. One way to ensure you remain within the confines of your tax-exempt status is to file and share a number of financial statements. But what are the financial statements? Statement of activities. Net assets.

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Nonprofit GAAP Accounting CFO 52

The Charity CFO

MARCH 2, 2022

“I don’t know if my nonprofit’s accounting systems are bad… and I probably won’t know for sure until something bad happens.”. 99% of nonprofit founders we work with don’t have a background in finance. This week on A Modern Nonprofit Podcast we discuss common red flags you can check today to verify your organization’s financial health.

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Nonprofit Auditing Reconciliations Accounting 98

Barry Ritholtz

AUGUST 15, 2023

 The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52