Financial Literacy

Seminars & Training

Training is key to an organization’s financial literacy.  If you’re looking for financial training that zeros in on the specific challenges you face, I can help.

I combine up-to-date best practices with practical, every day tips that you can begin using immediately.  I ensure that you not only understand the concepts, but leave feeling comfortable applying them.

Topics include:

  • How to read financial statements
  • How to work with accountants and treasurers
  • Basic internal financial processes (cash handling, donations, expenses etc.)
  • Warning signs of fraud
  • Privacy considerations and best practices
  • Budgeting 101
  • Internal controls – from implementation to application
  • Financial best practices for Non-Profit Leaders

When to have a seminar/training?

  • Board strategic planning – add a short seminar on financial best practices to provide all your board members with key concepts on their financial fiduciary duty.
  • Staff professional development – instead of sending staff out to generic courses why not give them an afternoon of focused information that will help them immediately improve their knowledge and skills.
  • Executive Director Mentorship – book a series of meetings for one-on-one coaching on your specific needs – I can help you prepare and be ready for those tough financial questions that come from your board.

Training is generally best when limited to 3 hours.  Select the time and day of the week that works best for you, including evenings and weekends.

Costs are reasonable.  Call me to discuss how I can help you, your organization’s board, employees and/or volunteers enhance their financial literacy today!


Contact Susan

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