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Enhancing the Treasurer Relationship and Collaboration

December 9 @ 11:00 am - 12:00 pm EST
Virtual Event Virtual Event


Serving as a nonprofit organization’s Treasurer can be a rewarding and often life-changing experience. The first year of serving as a Treasurer will set the stage and directly influence opportunities for engagement, impact, visibility, quality of experience, and advancement. Nonprofit organizations need to recognize that the first year of Treasurer service will go by quickly and to ensure success for both the organization and the Treasurer, special emphasis must be placed on optimizing the front-end Treasurer experience and connections to senior management, staff, and the Board.

Treasurers often step into their roles with few expectations and no established goals to guide them. This often leads to a start slow and missed opportunities for engagement, which can result in negative impressions that are difficult to reverse. However, with a little planning and preparation the appearance of just being “along for the ride” can be avoided.

This presentation aims to help nonprofit organizations and their Treasurers to set basic goals and develop realistic expectations for success and having impact during their time as Treasurer. We will discuss actions and tactics to get Treasurer service off to a fast start, strategies for how to be a more impactful Treasurer and work with the finance committee, and how to end Treasurer service on a high note enhancing continuity and sustainability.



  • – Learn about how to get Treasurer service off to a fast start from the organization’s point of view as well as the Treasurer’s.
  • – Explore strategies for how to cultivate and be a more impactful Treasurer.
  • – Learn about tactics for helping the Treasurer to work with the finance committee and the benefits from scheduling annual finance committee orientation meetings.
  • – Discuss how to help Treasurers to end their service term on a high note enhancing operational continuity and organizational sustainability.
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 W510


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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,…