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
Every nonprofit finance department will eventually face a transition — a retirement, a promotion, an unexpected resignation, or simple staff turnover. Organizations that plan ahead weather these moments smoothly. Those that don’t often lose critical knowledge, momentum, and financial control right when they can least afford it.
In this webinar, we’ll walk through a practical framework for succession-proofing your finance function, covering both the people side (identifying and developing internal talent, cross-training, and building bench strength) and the process side (documenting procedures, standardizing systems, and reducing reliance on any one individual).
Whether you’re a small nonprofit with a single finance staffer or a growing organization building out a full department, this session will give you actionable steps to protect your organization’s financial stability — no matter who’s on your team tomorrow.
Webinar
The Nonprofit CFO Guide: From Accounting to Strategy in the Age of AI
AI is changing nonprofit finance fast — but better technology doesn’t replace the need for financial leadership.
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.
