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DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260403T222504
CREATED:20260213T173340Z
LAST-MODIFIED:20260216T152411Z
UID:10000876-1779368400-1779372000@usteducation.org
SUMMARY:CFO Financial Communications and Interactions With Boards
DESCRIPTION:Course Description:  \nThe 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 \n  \nLearning Objectives: \nAdapt financial reports and presentations to meet the distinct information needs of different board committees (e.g.\, Finance\, Audit\, Investment).\n \nTranslate complex financial data into clear\, concise\, and compelling narratives that directly connect financial performance to the organization’s mission and strategic goals.\n \nFacilitate productive board discussions on the annual budget\, presenting it not just as a spending plan\, but as a roadmap for executing strategy.\n \nEmploy best practices for anticipating and responding to challenging or technical financial questions from board members with non-financial backgrounds.\n \n 
URL:https://usteducation.org/event/cfo-financial-communications-and-interactions-with-boards-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91665921432
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260403T222504
CREATED:20260213T174336Z
LAST-MODIFIED:20260216T152331Z
UID:10000878-1790082000-1790085600@usteducation.org
SUMMARY:Building a Culture of Inclusion Through Budgets\, Financial Reporting and Communication
DESCRIPTION:Course Description:  \nIn this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment\, engaging staff with rolling projections and looking forward\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above. \n  \nLearning Objectives: \n\nEmploy tactics to better connect project managers and staff with the budgeting process.\n \nCreate an inclusive culture to facilitate a better budgeting process\n \nDevelop and document more accurate budget projections.\n\n \n 
URL:https://usteducation.org/event/building-a-culture-of-inclusion-through-budgets-financial-reporting-and-communication-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92190428486
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260403T222504
CREATED:20260213T173842Z
LAST-MODIFIED:20260216T152347Z
UID:10000877-1794488400-1794492000@usteducation.org
SUMMARY:Using Pipeline Reports to Navigate Funding and Improve Sustainability
DESCRIPTION:Course Description:  \nFor nonprofit organizations\, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation\, analysis\, and strategic application of pipeline reports\, which track and project incoming revenue from all sources\, including grants\, major gifts\, individual donors\, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages\, accurately estimating close rates\, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget\, guide strategic decisions about program expansion\, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact. \n  \nLearning Objectives: \n\nDesign a Pipeline: Structure a comprehensive funding pipeline that incorporates various revenue streams (grants\, individual giving\, etc.) into a single\, cohesive reporting system.\n \nForecast Revenue: Utilize pipeline metrics\, such as close rates and average gift size\, to generate accurate and reliable revenue forecasts for the current and subsequent fiscal years.\n \nIdentify Funding Gaps: Analyze pipeline reports to proactively identify potential shortfalls or high-risk areas in future funding and develop contingency plans.\n \nCommunicate Sustainability: Leverage pipeline reports to effectively communicate the organization’s current funding trajectory and long-term sustainability outlook to the board\, staff\, and external partners.\n\n \n 
URL:https://usteducation.org/event/using-pipeline-reports-to-navigate-funding-and-improve-sustainability-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95678306303
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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