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.

Whether your goal is to establish a new investment program or find a more aligned advisor, this article outlines essential steps and key considerations for creating and running an effective RFP and alternative approaches to an RFP process.

Recommendations and considerations for nonprofits to reopen operations throughout or following a public health emergency or crisis

(September 21, 2023 webinar) Did you know your nonprofit organization may be leaving money on the table? Through the Nonprofit Employee Retention Tax Refund, the IRS offers refunds of up to $26,000 per employee for eligible nonprofits if your operations were partially or fully suspended due to government orders or if you experienced a significant revenue decrease during the COVID-19 pandemic.

(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.

(July 19, 2023 webinar) Join this discussion for an overview of the current healthcare landscape as it relates to nonprofit employee benefits. We’ll explore various strategies employers are deploying to mitigate cost and risk, and the pros and cons of nontraditional health care options for smaller nonprofits including Qualified Small Employer Health Reimbursement Arrangements (QSEHRA), Exclusive Provider Organization (EPO) plans, Professional Employer Organizations (PEO), and Association Health Plans (AHP).

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

(June 1, 2023 webinar) The term ESG (Environmental, Social, and Governance) has shown up in the media a lot lately, but too few people understand what it means or how it relates to their organization.

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.

(December 7, 2022 webinar) New IRS regulations address a quirk in the Affordable Care Act (ACA) health insurance marketplace known as the “family glitch” and may provide relief for employees covering family members on group health insurance plans. Specifically, covered family members may be eligible for subsidies under the ACA on individual plans. Join Marsh McLennan Agency to learn about the “family glitch” changes and how they may benefit your family.

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.