Bridging Strategy and Finance: A leadership lab series for nonprofit leaders
March 19 @ 1:00 pm–May 21 @ 4:00 pm EDT
A three-session course for those holding executive, board member, or chief financial officer (or similar) roles at nonprofit organizations
The chief financial officer (CFO) in any organization plays a vital role in sustainability and mission effectiveness. Today, the individuals in these roles face particular pressures in light of the global economic crisis and our uncertain future.
If you’re in a position overseeing your nonprofit’s finances, “Bridging Strategy and Finance” will provide you with the tools and resources you need to strengthen your organization. Together with experts from the financial services field and nonprofit peers, we’ll explore the strategies, systems, and communications techniques you can use to best steward your organization’s financial future.
This three-session course is designed to combine learning opportunities and workshopping breakouts to engage CFOs, CEOs/executive directors, board members, and development staff. Build your essential leadership team and strengthen your organization’s vital financial backbone by working through this series together.
- Discover communications strategies that can help you effectively share financial information with staff, board members, and others.
- Unpack the value of the CFO’s role in driving mission impact by bringing a financial perspective to programming, operations, and organizational strategy.
- Explore the continued impact of the COVID-19 crisis to help your organization plan for an uncertain future.
Participants will meet virtually, once per month, for three months.
Facilitators: Mandy Sharp Eizinger, Tamela Spicer, Jeff Williams, and Christina Hardy
Deadline to Register: March 12
Meeting Dates & Times
This leadership lab includes three sessions. Participants will meet virtually on March 19, April 16, and May 21. This lab is a live, interactive experience. It will not be recorded or made available to registrants after the end of the live sessions.
Session 1 // Friday, March 19 // 1–4 p.m. (ET)
Reporting for results: Communications strategies to use with your team
No team can succeed without effective communications. Yet, for so many in our sector, financial conversations feel like they’re held in a different language – one that only a few practitioners can speak. In this first session of the leadership lab, we will explore how to:
- effectively frame financial questions for a non-financial audience,
- report key financial information, and
- differentiate your communication approach for specific audiences such as your CEO/ED, board, and/or development staff.
With these communication strategies in place, your audiences will gain a greater understanding of their role in taking the budget from Excel spreadsheets to implementation.
Session 2 // Friday, April 16 // 1–4 p.m. (ET)
From spreadsheets to strategies: Using financial reports to inform strategic decisions
This interactive session will focus on helping your organization make sense of financial reports in order to inform strategic decisions. Through engaging discussions with CFOs and CEOs/EDs, we will explore how you can use the budgeting process and financial reports to ensure your strategic plan doesn’t become an unfulfilled wish list.
Together, we will share tools and tips to:
- help CFOs and CEOs/EDs connect financial practices and systems to the organization’s strategic framework,
- represent strategic priorities in financial reports,
- use financial reports for program and strategy evaluation.
Session 3 // Friday, May 21 // 1–4 p.m. (ET)
Is the new normal here yet? Catch your breath & reset.
Nonprofits have had to make many new decisions in navigating the COVID-19 crisis, and every indicator suggests that further new decisions and processes will be needed to thrive in the near future. In the final session of this leadership lab, we will:
- reflect on changes in the field and decisions your specific organizations have made in order to determine what we can collectively learn from these choices;
- take a moment to explore what that future might look like and how your ideas might show up in your work; and
- share templates, resources, and activities to help your organization adapt for the next budgeting cycle and/or strategic planning session.
This series is generously sponsored by: