Upcoming Events
Nonprofit AI: It's Easier Than You Think
This time, Neil is putting the theory down and turning on the screen. Using a fictional $20 million community foundation built for the occasion, he will run live demos of Claude doing the tasks your team actually does every month:
Coding the credit card
Writing the variance narrative
Building the CFO dashboard
Producing a full board finance packet
Every number ties, every output is something you could hand a board, and you will see exactly how it is done. There will be time at the end for Q&A — and as always, you do not have to catch up. You just have to start.
Setting the Board Up for Success
If you're in the nonprofit sector and feel like you're presenting to the board instead of strategizing with them, this webinar is for you.
This webinar was designed for nonprofit executives and board members, accounting and finance leaders, as well as anyone else who want to stop managing board reactions and start shaping board conversations. You'll leave with a clearer understanding of why boards behave the way they do around financial information and exactly what you can do about it.
The Confident Board Member: Mastering Nonprofit Finance
This is a practical, leadership-focused full-day course designed to equip any nonprofit leader with the tools they need to manage finances wisely, prevent fraud, and build strong cross-functional relationships. Participants will explore essential financial roles and responsibilities, reading reports with clarity, and leading budgeting processes with strategy and transparency.
Nonprofit Budgeting in Hard Times
This FREE online workshop goes beyond the numbers, diving into the strategic and leadership side of budgeting that most trainings skip. Along with the core topics, we may also cover how to make budget approval more inclusive, respond when wild cards pile up, think through profits and reserves, address deficits, plan for cost-of-living adjustments, manage surprises, and improve budget timing.

