Webinars & Courses

On-demand sessions built for nonprofit leaders who want to get smarter about their finances.

Webinar

Building Reserves & Convincing Your Board to Use Them

Learn how to build operating reserves, what a healthy reserve policy looks like, and how to make the case to a board that’s hesitant to let money sit.

Webinar

Practical Internal Controls and Best Practices

Experience a walkthrough of the internal controls every nonprofit should have in place to prevent financial errors and reduce fraud risk.

Webinar

Financial Continuity Planning: Securing Your People and Processes

Discover how to keep your organization financially stable when key staff leave, funders pull out, or something unexpected hits.

Webinar

Breaking Down Silos: Practical Tips for Fundraising and Accounting Teams

Learn how to get your development and finance teams aligned so restricted funds get managed correctly and nothing falls through the cracks.

Webinar

Think Before You Lead: Financial Must-Knows for Incoming Nonprofit CEOs

Explore the financial concepts, reporting structures, and warning signs every new nonprofit CEO needs to understand before making decisions.

Webinar

Beyond the Numbers: Building Budgets That Drive Strategy and Accountability

Learn how to build a budget that reflects your strategic priorities and gives your board something meaningful to engage with throughout the year.

Webinar

Elevating Your Budget With Projections

See how to layer financial projections into your planning process so you’re making decisions based on where you’re headed, not just where you’ve been.

Webinar

Demystifying 1099s for Nonprofits: What You Need to Know (and What the IRS Expects)

Check out everything nonprofits need to know about 1099 filing requirements, including who gets one, when, and what happens if you get it wrong.

Webinar

The Financial Metrics That Matter: How to Track, Interpret, and Act

Discover the financial metrics that actually signal organizational health and how to use them to make better decisions.

Webinar

Forecasting for What’s Next: Stay Nimble in Changing Times

Uncover practical forecasting approaches for nonprofits that need to stay financially agile when funding landscapes shift.

Webinar

Grant Reporting Without the Headaches: How to Simplify Spend-Downs and Stay Compliant

Learn how to set up your accounting systems so spend-down tracking and funder reporting are straightforward from day one.

Webinar

Audit-Ready Without the Panic: How to Prep Throughout the Year

See how to build audit readiness into your regular financial routines so your team is never caught scrambling when auditors arrive.

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