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3 Keys to Financial Health, October 24th 1pm ET/10am PT

This highly interactive 60-minute webinar will cover: Building Financial Health The 3 Keys to Financial Health The board’s role in financial management How to understand financial statements (balance sheet, income statement, and budget) using your organization’s own reports Using…

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Procedures Manual: Know Your Insurance

Congratulations!!! If you’ve kept up with this Procedures Manual production schedule, you are 3/4s of the way to completion. If you need to catch up, you can start here. After writing about insurance, only two sections will remain. Just in…

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Procedures Manual: Financial Reports

Now that you have successfully written the chapter on Reviewing General Ledgers, it’s time to move to Financial Reports. These reports communicate your organization’s financial health to the board of directors. Reviewing them, understanding them and discussing them enables board…

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GJ Entry #10: Finance Committee, Who Needs It!

Boards of Directors love to form committees. Committees can efficiently and effectively complete the work of the board. In some cases, that arrangement and construct makes perfect sense. Here’s one that doesn’t. The Finance Committee. Shocked? It’s not that…

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GJ Entry #7: Investing Your Cash

If you've built your reserves and now have some cash to invest in CDs, this spreadsheet can help you manage the timing of those investments. Make sure to keep about 3 months of cash on hand while putting the…

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