Nonprofit boards have a fiduciary responsibility to the organizations they serve. They need to make short and long-term financial decisions to strategically advance their missions. They also need to ensure internal controls are in place that safeguard their financial operations. Few join boards already with this knowledge. This workshop will help staff and board alike increase their board members’ financial literacy, giving them a better understanding of the proposals and reports they should evaluate.
Learning Objectives:
- Discuss what proposals and reports the board should expect from staff
- How to read those financial proposals and reports
- What questions you should ask about these proposals and reports
Center Members: use code INApartner24 to register at the member rate.
About the Presenters
Jodi Segal, Big Change Consulting’s Founder and Principal, has been helping nonprofit organizations start up, gear up, and clean up their operations, HR, and fundraising for 25 years. She has built strong and successful programs at growing local, state, and national organizations. After repeatedly witnessing nonprofits struggle with effective and efficient operations, Jodi recognized the lack of services to help. She designed a unique scope of work for Big Change Consulting to solve these problems. The benefit of Jodi’s experience with organizations is that she sees around corners and designs streamlined solutions that last. She is passionate about partnering with leaders to solve operations challenges so they can focus on the critical work of fulfilling their mission.
Before founding Big Change Consulting, Jodi was Deputy Director at the Ohio Environmental Council. During her 13 years at OEC, she built their development department, oversaw marketing and communications, and led administration, finance, HR, and special projects. Jodi lives in Central Ohio.
Jessica Johnson is the visionary owner and CEO of Accounting Solutions of Ohio, a distinguished Full-Service accounting firm founded in 2011. With more than 18 years of dedicated experience, Jessica's expertise lies in empowering businesses, non-profits, and individuals to advance their missions through comprehensive financial and accounting support. Under her leadership, a talented team of six women from diverse backgrounds collaborates to deliver exceptional service tailored to exceed our clients' expectations. Jessica’s passion for nurturing personal connections and her deep understanding of the intricate challenges her clients face make her a trusted partner in their financial journey.