Webinars & Courses
On-demand sessions built for nonprofit leaders who want to get smarter about their finances.
Webinar
Succession Planning for Your Finance Department: The People and the Processes
Build a nonprofit succession plan for your finance team before a resignation or retirement catches you off guard. This session covers cross-training, documenting procedures, and reducing reliance on any one person — ideal for EDs, CFOs, and finance managers at nonprofits of any size.
Webinar
The Nonprofit CFO Guide: From Accounting to Strategy in the Age of AI
Learn how nonprofit finance leaders are using AI to move beyond bookkeeping and into strategic decision-making. This webinar covers where AI tools genuinely help nonprofit accounting today, and why financial leadership still can’t be automated — built for EDs, board members, and finance staff exploring AI adoption.
Webinar
Building Reserves & Convincing Your Board to Use Them
Learn how to build a nonprofit operating reserve policy and what a healthy reserve balance actually looks like. This session also covers how to make the case to a board that’s hesitant to spend down reserves — useful for EDs and finance staff preparing a reserve policy proposal.
Webinar
Practical Internal Controls and Best Practices
Walk through the internal controls every nonprofit needs to prevent financial errors and reduce fraud risk, from segregation of duties to approval workflows. Designed for small and mid-sized nonprofits building — or tightening — their internal control policies.
Webinar
Financial Continuity Planning: Securing Your People and Processes
Discover how to keep your nonprofit financially stable when key staff leave, a major funder pulls out, or another disruption hits without warning. Built for nonprofit leaders who want a continuity plan in place before, not after, a crisis. (Remember to also fix the broken registration link.)
Webinar
Breaking Down Silos: Practical Tips for Fundraising and Accounting Teams
Learn how to align your development and finance teams so restricted funds are tracked correctly and nothing slips through the cracks. Practical tips for nonprofit accounting and fundraising staff who need better handoffs between grants, gifts, and the books.
Webinar
Think Before You Lead: Financial Must-Knows for Incoming Nonprofit CEOs
Get the financial concepts, reporting structures, and early warning signs every incoming nonprofit CEO or executive director needs to know before making major decisions. A practical primer for new nonprofit leaders stepping into financial oversight for the first time.
Webinar
Beyond the Numbers: Building Budgets That Drive Strategy and Accountability
Learn how to build a nonprofit budget that reflects your strategic priorities instead of just last year’s numbers. This session shows how to turn your budget into a tool your board actually engages with throughout the year, not just at approval time.
Webinar
Elevating Your Budget With Projections
See how to layer financial projections into your nonprofit’s budgeting process so decisions are based on where you’re headed, not just where you’ve been. Useful for finance staff and EDs looking to move from static budgets to rolling forecasts.
Webinar
Demystifying 1099s for Nonprofits: What You Need to Know (and What the IRS Expects)
Get clear on nonprofit 1099 filing requirements — who needs one, filing deadlines, and the IRS penalties for getting it wrong. A practical walkthrough for bookkeepers, accounting staff, and nonprofit leaders responsible for year-end vendor reporting.
Webinar
The Financial Metrics That Matter: How to Track, Interpret, and Act
Discover the key nonprofit financial metrics that actually signal organizational health, from months of cash on hand to program efficiency ratios. Learn how to track, interpret, and act on these numbers — built for EDs and board members who want to read financials with confidence.
Webinar
Forecasting for What’s Next: Stay Nimble in Changing Times
Explore practical nonprofit forecasting approaches that help your organization stay financially agile when funding landscapes shift quickly. Designed for nonprofit finance leaders who need to plan for multiple funding scenarios, not just one.
Webinar
Grant Reporting Without the Headaches: How to Simplify Spend-Downs and Stay Compliant
Learn how to set up your nonprofit’s accounting system so grant spend-down tracking and funder reporting are straightforward from day one. Practical guidance for grant managers and finance staff juggling multiple restricted-fund awards.
Webinar
Audit-Ready Without the Panic: How to Prep Throughout the Year
See how to build nonprofit audit readiness into your regular financial routines so your team is never scrambling when auditors arrive. Practical, year-round prep steps for finance staff and EDs preparing for their next annual audit.
