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Financial Communications for Your Board | 5 Key Tactics

January 25, 2022 @ 11:00 am - 12:30 pm EST

To successfully navigate difficult decisions requires proactive strong strategic financial leadership from the Chief Financial Officer Position (CFO, Director of Finance, Controller) to drive mission delivery and impact, improve financial health and super-charge governance.

During a time of great disruption and uncertainty, bold Executive Officer fiscal and financial leadership is needed to meet the challenge brought on by difficult decisions, not hesitating to lead and drive change during a time of challenges and adversity. Explore the power active financial officers must have to lead, be innovative, effect change and reposition a nonprofit organization. The ability to effect change is directly related to how well you can communicate, message, provide financial reports, and interact with board members and other volunteer leadership. Learn about how effective CFO’s have up their game improving their financial communications and opportunities to interact with Boards.

  • Learn about how empathy needs to be incorporated into financial problem solving, messaging, and communications.
  • Explore how to better prepare for board and finance committee meetings that are occurring mostly in a virtual format and how to prep for these meetings and improve outcomes.
  • Learn how to provide financial information in a format that is easier to understand and comprehend and helps with performance and impact assessments.
  • Explore other strategies that will help financial executives to better connect with nonprofit Boards to advance strategic planning and innovative change.

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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…
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,…