Six sessions. Two days. Everything your board and staff need to read, build, and manage the numbers with confidence.

Over two days, CPA Monica Ball walks you through the full financial picture of running a nonprofit, from your bylaws and internal controls to budgets, financial statements, audits, and compliance. You’ll leave with the tools, templates, and confidence to actually understand what you’re looking at and ask the right questions.

This training is built for board members, executive directors, and staff who touch finances but don’t have a formal accounting background. No prior finance experience needed.

NOTE: Governance Week registrants will receive a 50% coupon for Financial Literacy! Register for Governance Week here.

What You’ll Learn

Roles and Responsibilities: Governance principles, board effectiveness, roles of the board versus management, duties of directors and officers, financial delegation, bylaws, and special resolutions.

Financial Policies and Procedures: Sample policies and formats, internal controls, and the red flags you should never ignore.

Developing and Tracking Budgets: Budget basics, the budget process, and a hands-on case study.

Financial Statements: Financial responsibilities, the components of financial statements, how they’re prepared, and how to review them.

Year End Preparation: Review versus audit, audit concepts and process, and how to prepare for year end.

Compliance and Reporting: What compliance means, who’s responsible for it, and the specific requirements for registered charities.