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Custom Onsite Nonprofit Finance Training for Boards

Customizable financial training for boards that make better financial and budgetary decisions

CONTACT US TODAY TO CONFIGURE TRAINING FOR YOUR TEAM

Fill in your information below or connect directly with Emily Howard, Publisher, at 850.598.1106 or ehoward@columbiabooks.com.

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CONTACT US TODAY FOR YOUR BOARD FINANCE TRAINING


Our live training program is designed to ensure that board members understand nonprofit financial statements and are effective decision-makers for the organizations they serve. This course helps to eliminate time spent explaining terms, forms and nonprofit tax rules during board meetings, and builds a knowledge base that promotes sound oversite, investments and financial decision-making.

Our training program covers nonprofit finance basics, statement analysis, financial indicators, important compliance issues, fiduciary responsibilities of the board, and even myths surrounding nonprofit finance. We break down financial statements, terms and compliance issues so you can be sure that every member of your board has the same baseline of knowledge.

Our training sessions include expert instruction, workbooks, and Q&A. Subjects can include the following:

  • Understanding Financial Statements (balance sheet, income, expense reports)
  • Reviewing/Understanding IRS Forms 990
  • Overview of Rules on restricted/unrestricted funds

Best of all, we can bring this live training directly to you! At your location or before your board meeting, we can customize a course for your board members and bring it right to your door step. Set up a meeting today to discuss your board finance training.