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Strategic Planning and Fiscal Sustainability for Finance Leaders

April 16 @ 1:00 pm - 2:00 pm EDT


Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools, methods, and systems to better serve their mission*. As a finance leader, what steps can you and your team take to meet the needs of financial users (Boards, volunteer leadership, senior management, and staff), accomplish more, and make this fiscal year the most successful?

One first step? Examine whether the tactics, financial communications, and tools your finance department team uses are effective and are enhancing financial reporting, day-to-day accounting and financial messaging, and meeting important fiscal and financial compliance regulations and requirements

This session will explore ways to enhance visibility, financial communications, accountability, improve management of financial resources, and optimize the impact of financial reporting and messaging.



  • – We will explore four ways to optimize intra-year fiscal and financial planning and preparation
  • – We will discuss challenges of unusual funding and multi-year grants have on budgets and financial planning and show how to use a multi-year financial messaging and reporting platforms
  • – Learn about two strategies to improve overall accounting and reporting effectiveness by being proactive with your financial messaging and adapting your communication methods
    • Communications between development and finance departments
    • Communicating beyond the numbers – financial storytelling
Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Member and Stakeholder Engagement and Management
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 W508

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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,…