Services

Assessing Financial Health
Resources and Sustainability Analysis
Top Ten Financial Sustainability List
Compelling Reasons for Reserves
— Operating Reserves
Unrestricted Net Assets
— Special Purpose Reserves
— Understanding Reserves
— Reserve Policies
Long-Range Financial Analysis
— Long-Range Budgets
— Mission Drift Analysis
— Financial Health Projections
Building Unrestricted Net Assets
Fix your Organization’s Balance Sheet
Instilling a “Culturing of Projections”
— The Habit of Looking Forward
— Management and Staff
Behavioral-Based Budget Systems

Deliver a Message that’s Speaks Loudly
Board Summary Financial Reports
— The Power of Small Reports
— Storyboarding the Message
Dashboards That Work
— Easy to Absorb/Understand
— Benchmark
— Transformative
990’s that “Tell the Good Story”
Projection Systems
Managing your Relationship with Fiscal Monitors
— Federal Agencies (IG’s)
— Grantors
—Sponsors

Instilling a “Culturing of Projections”
— The Habit of Looking Forward
Board and Leadership
Financial Diplomacy
— Moving the Needle
— Leveraging “Return On” – RO’s
— Leveraging “Return For” – RF’s
Board Sustainability Training
Board Training – “On Board the Board”
— New Board Orientations
— Continuing Board Ed. (CBE)
Executing Effective Board Meetings
— Generative Thinking
— Inclusive and Transparent
Enhancing the Role of your Officers
— Provide Meaning
— Roadmap/Vision for Term
— Long-term Plans for Short-term Officers
Executive Committees that Work
Cultivating CEO/Board Chair Partnership
Managing Finance Related Committees
— Finance Committee (CFO/Treasurer Partnership)
— Investment Committee
— Audit Committee
C-Suite Platforms
— Finding Right Mgmt. Style
— Structure