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CFO Financial Communications and Interactions With Boards

May 21 @ 1:00 pm - 2:00 pm EDT

Course Description: 

The relationship between a Chief Financial Officer (CFO) and a nonprofit’s Board of Directors is critical to the organization’s success, stability, and mission achievement. This session is designed to equip CFOs and senior finance leaders with the essential communication skills and strategic insights needed to effectively partner with, educate, and influence the board. We will explore how to move beyond basic reporting to deliver financial information that is strategic, clear, and action-oriented, helping board members fulfill their fiduciary duties. Topics will include translating complex financial statements into key organizational narratives, managing the budget process with board oversight, communicating about risk and reserves, and handling challenging questions from diverse board member backgrounds

 

Learning Objectives:

Adapt financial reports and presentations to meet the distinct information needs of different board committees (e.g., Finance, Audit, Investment).
 
Translate complex financial data into clear, concise, and compelling narratives that directly connect financial performance to the organization’s mission and strategic goals.
 
Facilitate productive board discussions on the annual budget, presenting it not just as a spending plan, but as a roadmap for executing strategy.
 
Employ best practices for anticipating and responding to challenging or technical financial questions from board members with non-financial backgrounds.
 
 

CFO Financial Communications and Interactions With Boards (NASBA/CAE/CPE Course Credit Information)

Level Intermediate
NASBA (Field of Study) Communications and Marketing
CAE (Subject Domain) Marketing & Communications
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W727

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Paul Preziotti, CPA
Partner, Johnson Lambert LLP
I provide audit, compliance, and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links,…
A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial…