Resource Library

(October 2, 2025 webinar) This training will provide board members, executive directors, and team members with the knowledge to navigate complex issues involving budgets, financial statements, and interactions with external parties, such as auditors, donors, and regulators.

(September 25, 2025 Webinar) Learn how to confidently read nonprofit financials, spot key trends, and use budget insights to support your organization’s mission - no finance background needed.

(July, 16 2025 webinar) This webinar will help you understand your current funding mix, offer easy strategies to diversify it, and give you a simple plan for long-term financial stability.

(September 7, 2023 webinar) What does your organization’s current financial close process look like? Whether you scramble every month or feel like things run smoothly, it’s helpful to pay attention to certain key areas.

Ways to minimize the impacts of lean times and preserve capacity for renewed growth once economic conditions improve.

Learn more about in-kind donations and how they can help your nonprofit reach its goals.

(February 8, 2023 webinar) This workshop for board members and staff offers knowledge to strengthen their organization’s financial literacy and the opportunity to practice telling their organization’s financial story.

Sample purchasing policies to be compliant with federal and state regulations.

(May 17, 2022 webinar) In this session, you will learn about practical tools that have emerged for revising reserve targets, as well as unpack the last decade and current credible frames of thinking regarding how reserves are built, accessed, and invested within your organization.

Legal compliance with financial management standards for nonprofits receiving federal funds.

(March 9, 2022 webinar) Considering a capital campaign? Where do you start? Start by asking and answering six vital questions designed to prepare your nonprofit to enter the process. Designed for executive directors, development leaders and board members, this session will allow you to consider the questions for your own organization while exploring real-world examples from professionals with more than 18 years of capital campaign fundraising experience.

Tips for small nonprofits on internal controls.

Taxability and accounting considerations for the trend of accepting blockchain derived currency donations.

A spending policy should unite a nonprofit's endowment with its mission and long-term strategic plan.

(November 5, 2021 presentation) How can you optimize your audit? We will provide a deep dive into the audit process and how non profits can prepare for their audit as efficiently and effectively as possible. This program will help streamline your back of house operations so that resources can remain focused on the non profits core mission.