Non Profit Board Excellence Series

Practical Training. Smarter Oversight. Stronger Impact.

Practical Board Training for Nonprofit Leaders

Interactive workshops designed specifically for nonprofit boards to strengthen governance, improve financial oversight, and fulfill fiduciary responsibilities with confidence.

Led by CPAs with over 30 years of specialized nonprofit experience, each session is customized for your board and available in person or virtually.

OUR MISSION

Empower mission-driven nonprofit organizations with clarity, compliance and confidence to achieve their goals.

Five Focus Areas. One Goal.

STRONGER NONPROFITS

01

Governance Best
Practices

  • Board composition and recruitment
  • Diversity of skills
  • Committee structure
  • Board and CEO evaluations
  • Succession planning

02

Risk Management

  • Strategic and financial risks
  • Compliance and HR risks
  • Cybersecurity
  • Insurance
  • Business continuity

03

Financial Oversight

  • Reading nonprofit financial statements
  • Internal controls
  • Audit readiness
  • Fraud prevention
  • Financial sustainability

04

Audit & Internal
Controls

  • Understanding the audit process
  • Internal control findings
  • The management letter
  • Risk assessment
  • What to ask your auditor

05

Organizational Health

  • Operating reserves and liquidity
  • Diversification of revenue
  • Grant dependency
  • Strategic planning
  • Long-term sustainability

Every workshop is tailored to your board’s needs.

Pick one focus area for a board meeting, or cover several at your annual retreat.

Contact Us

Practical Resources

Every participating board receives ready-to-use templates and checklists to put the training into practice.

✓
Board Financial Review Checklist
✓
Conflict of Interest Questionnaire
✓
Board Meeting Checklist
✓
Sample Finance Committee Charter
✓
Monthly Financial Dashboard Template
✓
Audit Preparation Checklist
✓
Internal Controls Self-Assessment
✓
Annual Board Calendar
✓
Fraud Red Flags Checklist
✓
Questions Every Board Should Ask

WHO SHOULD ATTEND?

Board Members
Executive Directors
Finance Committee
Members
Development Leaders
Nonprofit
Organizations
Emerging & New
Board Members

The Benefits

Stronger
Governance

Build effective boards and clear oversight.

Better
Decisions

Understand the numbers and manage risks.

Greater
Impact

Focus on mission and community outcomes.

Lasting
Confidence

Equip your board to lead with clarity and purpose.

Let’s Build Stronger Boards Together.

Schedule A Free Consultation

Phone: 916-299-6800

2230 Longport Ct, Suite 110,
Elk Grove, CA, 95758

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