5 Key Tactics for Financial Communications to Your Board (Associations & Non-Profits)








Webinar: group live presented online  ||  Attendance: 43 Associations  ||  Reviews   ♦♦♦♦♦  || Great suggestions || I’m a huge fan of your webinars because of the range of topics. Thanks for doing a great job. || Thank you, Michael, Paul, and Julie. Great presentation and food for thought. || Thank you for the thought-provoking presentation. Great information and helpfully stated. || I am learning more through these sessions than I have learned in four years! || Thank you for your hard work planning these wonderful educational sessions

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(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)



To Successfully Navigate Difficult Decisions Requires Proactive Strong Strategic Financial Leadership from the Chief Financial Officer Position (CFO, Director of Finance, Controller) to Drive Mission Delivery and Impact, Improve Financial Health and Super-Charge Governance
11:00 AM – 12:30 PM (EASTERN TIME)

During a time of great disruption and uncertainty, bold Executive Officer fiscal and financial leadership is needed to meet the challenge brought on by difficult decisions, not hesitating to lead and drive change during a time of challenges and adversity. Explore the power active financial officers must have to lead, be innovative, effect change and reposition a nonprofit organization. The ability to effect change is directly related to how well you can communicate, message, provide financial reports, and interact with board members and other volunteer leadership. Learn about how effective CFO’s have up their game improving their financial communications and opportunities to interact with Boards.

  • Learn about how empathy needs to be incorporated into financial problem solving, messaging, and communications.
  • Explore how to better prepare for board and finance committee meetings that are occurring mostly in a virtual format and how to prep for these meetings and improve outcomes.
  • Learn how to provide financial information in a format that is easier to understand and comprehend and helps with performance and impact assessments.
  • Explore other strategies that will help financial executives to better connect with nonprofit Boards to advance strategic planning and innovative change.

A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial and accounting systems working as a chief financial, fiscal and management consultant where he has focused on specialized management and advisory services for trade and professional associations, public charities and endowment based foundations. Mr. Gellman has also developed comprehensive budget and projection-based systems in support of senior management and organizational leadership. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial and fiscal management systems for over 30 years.

Paul Preziotti
Partner, Johnson Lambert LLP
I provide audit, compliance and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links, reading, hiking, snowboarding, and attending concerts. Industry Involvement: Member, AICPA Member, Not-for-Profit Advisory Council Former Member, Uniform Accountancy Act Committee Alumnus, AICPA Leadership Academy Member, Greater Washington Society of CPAs Member, Board of Directors Member, Not-for-Profit Section Committee Former Chair, Not-for-Profit Symposium Planning Committee Member, American Society of Association Executives Former Member, Young Professionals Committee Member, Finance and Administration Roundtable Member, Board of Directors Member, Program Committee Board and Audit Committee Member, St. John’s Community Services Faculty Member, Center for Nonprofit Advancement
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00

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U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org






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