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The Finance Arts Guide to Nonprofit Cash Flow

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Nonprofit Compliance: Friend or Foe?

With regulators and legislators lining up to create more oversight of nonprofit organizations it seems inevitable that greater compliance requirements are coming. Many in the nonprofit arena seem to decry this "intrusive intervention." But the reality is that trust and faith in the nonprofit sector among the general public is low. If nonprofits were to learn from other Self Regulated Organizations, such as the Brokerage industry, we could create a future where compliance can work for us.
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The Only Board Development Tool You'll Ever Need

An Assessment Rubric for Board members is a great tool. It will give you an objective way to discuss Board assessment, both of the Board as a whole and individual Board members. It provides a framework from which you can introduce the expectations of Board membership to new members. It's even a great tool to help ease Board members off the board. Like any tool, it is only as good as the carpenter that wields it. But even the best carpenter works better with excellent tools.
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Finance Arts training programs offer your employees and/or Board Members an informative and entertaining way to learn more about the nuts and bolts of operating nonprofits so they spend less time on the mess and more time on the mission. Sessions are interactive and intended to motivate as well as inform.

Training sessions can be tailored to meet the needs of your organization. Typically each program will incorporate a PowerPoint presentation with group exercises, and support materials.

We offer training in:

Nonprofit Compliance

Why the rules matter and what you can do about it. Looking at the world of Self-Regulated Organizations, such as the brokerage industry, the future for nonprofits isn't hard to determine. What will it mean to create a Compliance manual, develop a system to implement it, and prove that you have done so when Elliot Spitzer (or your local equivalent) comes knocking at your door. Based on David Gray's work as a compliance officer in the brokerage industry, this talk examines the future for Boards and Managers as Compliance needs grow. Turn the Compliance process into a source of trust and confidence with your constituents.

Understanding Cash Flow and Budgeting

Voting for a balanced budget doesn't ensure fiscal health and well-being. It is not only important to know how much money is coming in and going out but also when that is going to happen. This is often the missing detail that leads even well-run nonprofits into crisis. Being a Certified Financial Planner, David Gray brings his detailed understanding of personal finance to the challenge of explaining cash flow, as it relates to people and the nonprofits they work for. By comparing nonprofit organizational finances to personal finances, such as the arrival of your paycheck and credit card bills, most everyone grasps the concepts.

Board Membership Made Easy

A great introduction for new trustees and an even better reminder for more experienced Board members. What are the legal requirements the Board must fulfill? What are the roles every Board member is expected to perform? In this talk we examine Fundraising, giving and/or getting and how to do both, Advocacy or how to be an ambassador for your organization and Governance, what it means to oversee a nonprofit. The goal of this talk is to energize Board members into doing things that are helpful and supportive of the organization rather than indulge in those things that waste time and drain energy.

Contingency Planning & Budgeting:

Nonprofit Finances in a Time of Crisis

In this session we review the basics of budgeting and investigate how nonprofit organizations must create “What-if” scenarios to plan for various outcomes. By engaging the Board and Management team in planning, hard decisions are not made in a time of panic, but thought out and driven by the mission of the organization. The financial climate will certainly improve at some point in the future, but until then, how will you fulfill the mission?