Shows
Nonprofit Ace PodcastBecoming Fully Equipped and Fully Confident with a 990Are you looking to be fully prepared for any questions that might arise now that your 990 is a public document? This episode will equip you with the knowledge and confidence to answer whatever comes your way! If you are ready for a rapid question deep dive, this episode is for you!
Top reasons to listen to the entire episode:
Discover how to make sure your 990 is firing on all cylinders!
Find out the questions you need to ask yourself when understanding your 990.
Become fully equipped and confident in what's happening with your finances.
L...
2023-05-3005 minNonprofit Ace PodcastHow to Showcase and Tell a Story With Your 990Is your 990 painting a story for your organization? If you want to leave an unforgettable impression and tell a meaningful story about your organization, then having a 990 is the way to go. In this episode, I share why I prefer the 990 and how it is a storyteller for your organization If you are ready to create a connection with each person who learns more about what makes you unique, this episode is for you!
Top reasons to listen to the entire episode:
Learn how to create a meaningful connection with your donors through your 990
D...
2023-05-2308 minNonprofit Ace PodcastUsing Your 990 as a Tool in Your Nonprofit
Are you viewing your 990 as a tool, or are you intimidated by it? Maybe you are completely blind to the tools the IRS offers you. In this episode, I share how you can leverage your 990 and the powerful tools to file it effortlessly. If you are ready to highlight tools you can better implement in your nonprofit, this episode is for you!
Top reasons to listen to the entire episode:
Learn how to compare your CRM and accounting system data to ensure no discrepancies.
Discover how to use your 990 as a tool in...
2023-05-1612 minNonprofit Ace PodcastIdentifying and Reporting Your Priorities with Your 990Nonprofit organizations exist to make a difference in the world. Maybe you have dedicated your mission and resources to providing essential services, advocating for a cause, or raising awareness of an issue that affects your community. In this episode, I share how you can reflect on your priorities to make sure your actions and spending are lining up with your mission. If you are ready for your organization to speak for itself in the public eye and on paper, this episode is for you!
Top reasons to listen to the entire episode:
Find out t...
2023-05-0910 minNonprofit Ace PodcastStaying Aligned With Your Mission: A Guide To Successful 990 FilingsAre you staying aligned with the mission you started out with? Maybe your mission has changed, but how does that affect your standing with the IRS? In this episode, I share the importance of being intentional with your mission, how to make sure you’re staying in line with it, and why filing your 990 form is crucial to keeping your tax-exempt status. If you are ready to get back on track (and stay on it!), this episode is for you!
Top reasons to listen to the entire episode:
Discover how to assess if the mission of your organization is still bein...
2023-05-0210 minNonprofit Ace PodcastBeing Transparent with a 990Are you looking to maximize your organization's transparency and ensure compliance with the IRS? Filing the correct forms can be intimidating initially, but don't worry! In this episode, we'll break down the basics of filing a 990 form, so you have all the information you need for success. If you're ready to confidently understand your 990, this episode is for you!
Top reasons to listen to the entire episode:
Learn how to demonstrate transparency in organizational operations to the IRS.
Break down complex information into bite-sized, digestible pieces with a Form 990.
Discover how to easily compare i...
2023-04-2513 minNonprofit Ace PodcastHow to Ensure Sustainability for Your Nonprofit with Rebecca RodriguezDo you wonder how often you need to do a strategic plan? What is the best path to sustainability? Maybe you wonder how you can be more efficient and effective with your systems and processes. In this episode, Rebecca Rodriguez is back and
answering all the burning questions holding you back from running your nonprofit. This episode is for you if you are ready to feel equipped and supported in your mission!
Top reasons to listen to the entire episode:
Learn how to develop a marketing strategy that connects with potential supporters.
Discover the importance of creating plans tailored to ch...
2023-04-1915 minNonprofit Ace PodcastHit the Ground Running with a Successful Nonprofit with Rebecca RodriquezAre you looking to start a nonprofit organization but don't know where to start? Maybe understanding the legal requirements and other aspects of running a successful nonprofit is holding you back. In this episode, Rebecca shares her expertise in starting practices that will help you hit the ground running!
Stay tuned in the episode to learn about the giveaway that CNRGY Accounting is holding!!
Rebecca is the Principal Consultant at For the Philanthropist and author of The Nonprofit Workbook: Tips & Best Practices for Start-ups Serving the Greater Common Good. Working with le...
2023-04-1115 minNonprofit Ace PodcastHow to Prevent Fraud in Your Business: Eliminating Internal/External Pressure on StaffIn this episode, we are bringing back one of our most popular episodes: Opportunity and Pressure Risks for Fraud. Enjoy!
Have you heard of the Janice Carlstrom case from California? Just what drove her to commit fraud? In this episode, I share how you can prevent similar opportunities for crime via banking reconciliation and internal/external pressures your staff may face inside and outside work - which could lead them down a dangerous path if left unchecked.
Mentioned Resources:
Fraud Risk Assessment
Scam Goddess Podcast
...
2023-03-2807 minNonprofit Ace PodcastProtecting the Safety of Everyone with Effective Program Risk ManagementIn this episode, we are bringing back one of our most popular episodes: Protecting Organizational Programming From Fraud; enjoy!
It’s time to narrow down the focus to help protect your organization. In this episode, we look at the roles of everyone involved - from board directors and financial staff to donors, volunteers, and paid workers- in ensuring that programs are running safely while protecting against potential fraud or misuse of finances. Additionally, we also explore strategies for knowing when it's time to shut down a program before risk elevates beyond manageable levels!
2023-03-2105 minNonprofit Ace PodcastHow to Go Beyond the Basics: A Step Towards Fraud Risk PreventionIn this episode, we are bringing back one of our most popular episodes: Staffing Safeguards for Risk Prevention. Enjoy!
Are you going beyond the basics to ask more complex questions that impact your organization's management and financial well-being? In this episode, I dive deeper into topics such as informing personnel of disciplinary guidelines, screening current and potential employees thoroughly, tracking turnover rate frequency for better budgeting decisions, and auditing training practices regularly. Knowing these key elements means being prepared to prevent fraud risks within an organization!
Mentioned Resources:
Fraud Ri...
2023-03-1408 minNonprofit Ace PodcastHow to Question Leadership for Greater Transparency and Preventing FraudIn this episode, we are bringing back one of our most popular episodes: Holding Management Accountable to Prevent Fraud. Enjoy!
Too often, we put blind faith in management regarding decision-making and financial matters. In this episode, I share the importance of accountability - questioning our leaders for greater transparency and safeguards against fraud. We examine a few things: Who is responsible? How easily available are those financial reports? And most importantly-- how quickly are they published so everyone involved can see them right away? Let’s delve into these critical issues that help foster an ope...
2023-03-0707 minNonprofit Ace PodcastBest Practices for Securing Valuable Organization DataIn this episode, we are bringing back one of our most popular episodes: Organizations in Action Enjoy!
Organizations that are all talk, no action won't get far! If you want to prove your worth and set yourself up for success, consider giving access to the right people in your organization. In this episode, I share how you can put procedures into place around safeguarding sensitive information. Putting these best practices into motion for maximum benefit is a must if you're serious about protecting data!
Resources:
Fraud Risk Assessment
...
2023-02-2806 minNonprofit Ace PodcastHow to Use a Fraud Risk Assessment to Protect Your NonprofitClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes: A Peek Inside a Fraud Risk Assessment Enjoy!
In this episode of Nonprofit Ace, I am sharing how you can use a fraud risk assessment to protect your nonprofit from financial misappropriation and fraud. We go through each step in detail so that you can develop an effective plan for avoiding these costly irregularities. If you are ready to lear...
2023-02-2105 minNonprofit Ace PodcastSafeguarding Against Minor Mix-Ups by Creating Clear RolesClick here 🗣 to tell us your thoughts, leave a voice message, or ask a question.
In this episode, we are bringing back one of our most popular episodes: Segregating Duties to Avoid Financial Risk Enjoy!
Secure the future of your non-profit by establishing a system that assigns tasks among your team members. In this episode, I share how separating responsibilities can help you safeguard against minor mix-ups morphing into major financial frauds down the line! Play it safe and ensure everyone has clear roles - this will pay dividends in preventing costly...
2023-02-1406 minNonprofit Ace PodcastHow to Eliminate Emotional Decisions and Implement Internal Controls in Your Nonprofit OrganizationClick here 🗣 to tell us your thoughts, leave a voice message, or ask a question.
In this episode, we are bringing back one of our most popular episodes: Creating Internal Controls for Your Organization Enjoy!
Are you prepared to face financial risk in your non-profit? In this episode, I share the smart steps necessary for having critical internal controls and creating effective processes, procedures, and laws - all essential pieces that will reinforce security & prevent chaos from arising should an emergency strike! Don't be caught off guard by unexpected organizational risks; stay a...
2023-02-0706 minNonprofit Ace PodcastThe Perfect Timeline for Your FundraiserClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 10: Creating a Fundraising Timeline, Enjoy!
Is the timing of your annual campaign or your major fundraiser the right timing? Maybe you have a financial drought in the middle of the year, but you don’t do your fundraisers until the Fall. In this episode, I discuss what you may need to consider when planning your fundraisers to suit your...
2022-11-2904 minNonprofit Ace PodcastNavigating Your Financial StatementsClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 1: Learning to Read Financial Statements, Enjoy!
Do you know the top things nonprofit leaders want to know about financial statements? They want only three things, so let's be clear on what those are and where you can find them. In this episode, I’m diving into the importance of understanding your organization's financial statement and how this a...
2022-11-2205 minNonprofit Ace PodcastCreating a Change by Eliminating FluffClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 3: Fighting Fluff, Enjoy!
Are you asking questions that are leading to a change? Maybe you are collecting as much data as possible, just in case you need it in the future. In this episode, I share how you can become a little bit more confident talking about money and thinking about what you could remove from your...
2022-11-1505 minNonprofit Ace PodcastCultivating a Beneficial Relationship Between a Fiscal Sponsor and an OrganizationClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 5, Episode 7: Fiscal Sponsorship Pitfalls, Enjoy!
Do you know the right questions to ask before working with a fiscal sponsor? Maybe you are the fiscal sponsor and want to prevent an organization from being in a sticky situation. In this episode, I share how you can prevent yourself from being in the news for misbehavior you didn’t know w...
2022-11-0807 minNonprofit Ace PodcastImplementing Better Procedures to Avoid MisappropriationClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 5, Episode 4: Avoiding Misappropriation with Documentation; enjoy!
Are you too trusting when it comes to approving the use of funds? You may be unclear on how to set boundaries or have a better approach to requesting documentation to support your decisions. In this episode, I share how you can implement better procedures, documentation, and oversight when making decisions.
2022-11-0104 minNonprofit Ace PodcastEmbracing the Importance of GovernanceClick here 🗣 to tell us your thoughts, leave a voice message, or ask a question.
In this episode, we are bringing back one of our most popular episodes from Season 3, Episode 3: Governance Isn't Just About the Board, Enjoy!
Do you believe governance is 100% the board's job and responsibility? Maybe governance is a concept you need help wrapping your mind around and understanding. In this episode, Rachel Miller-Bleich shares how each member of your organization has the knowledge and experience they can bring to the table to embrace how much governance matters.
...
2022-10-2508 minNonprofit Ace PodcastEliminate Budget Season Stress with a WishlistAfter listening to this episode, click here 🗣 to tell us your thoughts, leave a voice message, or ask a question.
In this episode, we are bringing back one of our most popular episodes from Season 4, Episode 3: Create a Wishlist, Enjoy!
Is budget season the most stressful time in your organization? You and your team may be scratching your heads trying to figure out how you will come up under budget and complete it in time. In this episode, I share how you can alleviate some of that stress by taking action and pl...
2022-10-1805 minNonprofit Ace PodcastThe Importance of a Mission-Focused Collaboration and BudgetClick here to leave me a text or voice comment, and tell me your favorite part of the episode.
In this episode, we are bringing back one of our most popular episodes from Season 4, Episode 4: Collaborate, Enjoy!
Are you mission-focused? Does your organization fund the budget for what you can get approved? If you're only thinking about what people are willing to support, you're focusing on something other than the people you say you want to serve. In this episode, I share how you can collaborate with those who can truly help...
2022-10-1107 minNonprofit Ace PodcastMaking Sense of Your Financial ReportsIn this episode, we are bringing back one of our most popular episodes from Season 1, Episode 10, Storytime, enjoy!
Does your balance sheet make sense to you? Do you see trends like your liabilities are high, your cash flow is high, or you are holding on to cash for some reason? Your balance sheet and income report can be confusing, but there are some things you should know.
In this episode, I will share what you should be doing to check if your financial statements are telling a story that makes sense.
...
2022-08-2306 minNonprofit Ace PodcastThe Top Questions and Answers to Help You Start Your Nonprofit OrganizationIn this episode, we are bringing back one of our most popular episodes from Season 1, Episode 3, Before You Start the Nonprofit, enjoy!
Do you feel called to start a nonprofit? Is the lack of information and knowledge in creating one holding you back? Maybe you don't know where to start, how to gather people for a board, or how to get started with the IRS. It can be scary to make that leap, but when your passion for helping others is strong, everything else will follow.
In this episode, I will sha...
2022-08-1608 minNonprofit Ace PodcastGuidance, Counsel and Mercy with Cherrise WilksIn this episode, we are bringing back one of our most popular episodes from Season 4, Episode 11, Full Interview: Cherrise Wilks. Enjoy!
Has your organization worked with multiple agencies to help you with your programs and projects? Maybe you feel like you are still at square one, and the only thing that has changed is your budget when hiring someone else to help you achieve your goals.
In this episode, I talk with Cherrise Wilks about her role in helping governments, businesses, and nonprofits that lack proper organizational structure and helping them achi...
2022-08-0923 minNonprofit Ace PodcastAvoiding Clerical Mistakes with Deadlines, Descriptions & Proper DelegationIn this episode, we are bringing back one of our most popular episodes from Season 5, Episode 3, Prioritizing Organization to Avoid Clerical Errors, enjoy!
Do you know your deadline for accounting reports? Does each member of your organization understand the proper use of funds? After working hard to receive a grant, you want to make sure you're doing everything correctly to prevent the feds or your community from thinking you are misusing funds.
In this episode, I will share more tips on adequately overseeing your team and finances to help you avoid cle...
2022-08-0207 minNonprofit Ace PodcastDodging Accounting DiscrepanciesIn this episode, we are bringing back one of our most popular episodes from Season 5, Episode 2: Prioritizing Proper Accounting, enjoy!
Can you explain your accounting reports? Maybe you aren't a specialist, but you are relying on someone else on your team to keep up with your accounting. The news can make mishandling of funds look like a frequent occurrence, but there are ways to ensure things don't go awry.
In this episode, I will be sharing tips with you on how to make sure you are prioritizing your accounting to help you...
2022-07-2606 minNonprofit Ace PodcastLet’s Talk Money and ImpactIn this episode, we are bringing back one of our most popular episodes from Season 1, Episode 9: Can a Nonprofit Make a Profit, enjoy!
What would it mean for the communities you serve if you saved up some money? What difference would it make in their lives if you added funds? Sometimes we are conflicted and lack clarity on the understanding that it is okay to want to generate more funds for your nonprofit organization. So, what is the difference between a for-profit and a not-for-profit organization? You aren't focused on the dollars but the impact. ...
2022-07-1905 minNonprofit Ace PodcastThe Power of a Focused Mission StatementOur number one most popular episode is Season 1 Episode 1 - Distill Your Mission, enjoy!
When people ask about your organization, do you feel like a deer in the headlights? Sometimes, our humble servant hearts kick in, but we aren't clear on our mission most often. While this uncertainty can lead to confusion for whoever is asking, it can also cause more issues when it comes to saying yes to what aligns with your mission and no to what doesn't. In this episode, we will be getting clear on your who, what and why to save yo...
2022-07-1205 minNonprofit Ace PodcastBudget and Milestones with Tosha AndersonI am so excited to have Tosha Anderson of The Charity CFO back on the show today. Tosha provided so much insight in season 9 of the podcast, and we couldn't wait to bring her back. Tosha has dedicated her entire career to serving the nonprofit community, first as an auditor and then as a CFO, board member, volunteer, and consultant. In this episode, Tasha dives into what we need to consider with our budgets to achieve our yearly goals.
Topics covered in today's episode:
Introducing Tosha Anderson (1:10)
Tosha shares one of her res...
2022-05-3106 minNonprofit Ace Podcast990 Schedule I: Grants and Other Assistance in the USIf you are an organization that has been giving direct aid, emergency assistance, or you're giving out food and housing assistance, you want to make sure you are tracking this correctly to disclose it in your 990. Today's episode will finish our discussion of the IRS Form 990 and the schedules that stand out the most. If you work with grants, you want to tune in to know what a grant is (and isn't) and how to make sure your organization is communicating effectively to make sure you are pulling the right kind of reports.
Information about th...
2022-05-2408 min
Nonprofit Mission: ImpactGetting comfortable with your nonprofit's numbers with Chyla GrahamIn episode 48 of Nonprofit Mission: Impact, Carol and her guest, Chyla Graham discuss: Why it is key to understand context when you are looking at your organization's context How to best connect your financial goals to your organizational goals What you need to be mindful of as a board member, even if you don't consider yourself a financial expert. Guest Bio:Chyla Graham is a certified public accountant with over ten years of experience helping nonprofit organizations realign and thrive. Chyla started her company, CNRG Accounting Advisory, to empower more nonprofit organizations. To date, s...
2022-05-1731 minNonprofit Ace Podcast990 Schedule G: Fundraising and GamingDo you enjoy putting together fundraisers for your organization? Once the event is cleaned up and the money counted, do you make sure to document the correct form for your 990? Today's episode will discuss filling out your 990 Schedule G to track and report your fundraising income.
Information about the 990 Schedule G covered in this episode:
The purpose of the Schedule G (1:08)
Differentiating fundraisers from marketing events (2:42)
Using Schedule G to analyze your fundraising outcomes (4:41)
Tracking your direct expenses (6:08)
Fundraising can be fun before and after the event! I hope this...
2022-05-1708 minNonprofit Ace Podcast990 Schedule B Schedule of ContributorsHave you come across more donations or donors who want to remain anonymous? In today's episode, we will discuss one of the more overlooked forms your organization needs to fill out: 990 Schedule B and the beginning piece of what's included in terms of their name, address, and value.
Information about the 990 Schedule B covered in this episode:
The purpose of the Schedule B (1:14)
Disclosing anonymous gifts (1:54)
Assessing the value of things (2:42)
Redacting information from your 990 (4:28)
Benchmark for Schedule B (5:55)
I hope that was helpful in helping you complete and pres...
2022-05-1007 minNonprofit Ace Podcast990 Schedule A: Public Charity Status & Public SupportAre you ready to fill out your 990? If you haven't checked out my previous episodes covering your 990, check them below and learn how to use this form to brag on yourself! In today's episode, we will be digging into other ways the IRS will be using this form to get to know more about your organization and how you can appropriately fill it out.
Information about the 990 covered in this episode:
Diving into the 990 (1:14)
The most common schedules our clients complete (1:39)
The first part of Schedule A and your public charity status (1:57)
Par...
2022-05-0309 minNonprofit Ace PodcastManagement Representation LetterSo you have received your management letter following your audit…now what? In today's episode, we will be digging into how understanding the contents of the management representation letter and who receives it, you can be better prepared to respond to the auditor's management letter if necessary.
Information about the management representation letter provided in this episode:
The purpose of the management representation letter (1:14)
What the management representation letter includes (2:20)
Who receives the management representation letter (5:33)
An example of how to respond to a management letter (6:32)
That's a wrap-on audit...
2022-04-2608 minNonprofit Ace PodcastManagement LetterIf you're a nonprofit business owner, you may be wondering what a management letter is. If you're preparing to go through an audit, it's essential to understand what to expect from the management letter. In today's episode, we will be going deeper into what you can expect from an audit and how this letter will summarize the auditors' findings and provide recommendations for improvement.
Information about the management letter provided in this episode:
Recapping the audit contents (1:06)
The purpose of the management letter (1:33)
What the management letter contains (2:55)
Deficiencies and material weaknesses (3:15)
Th...
2022-04-1910 minNonprofit Ace PodcastAudit Report Break DownDoes the idea of an audit make you want to run and hide? In today's episode, I want to use my experience and expertise as an auditor to share what an audit looks like and how you can better understand the next steps you need to take. Sometimes, we need to break down a process to save ourselves from a breakdown.
Topics covered in today's episode:
What people are expecting when they ask for an audit (1:40)
What an audit includes (2:29)
What the auditor is responsible (3:36)
Digging into the auditor's opinion (4:41)
Preparing for you...
2022-04-1210 minNonprofit Ace PodcastGetting Your Ducks in a Row with Tosha AndersonHi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
I am so excited to have Tosha Anderson of The Charity CFO on the show today. Tosha provided so much insight and value to each question I asked her. Tosha has dedicated her entire career to serving the nonprofit community, first as an auditor and then as a CFO, board member, volunteer, and consultant. In this episode, she went above and beyond to explain what we need to be doing and what we need to s...
2022-03-0122 minNonprofit Ace PodcastYour Annual Report: The Fluff PieceHi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
After taking care of your standard reports, your 990, and your audit report, now is the time to showcase your organization and put it into a document that genuinely represents who your nonprofit serves. Your annual report will highlight this past year, and you will be able to proudly hand it out to funders and those who visit your website.
Topics covered in today's episode:
What is an annual repo...
2022-02-2207 minNonprofit Ace PodcastBragging on Your Nonprofit with a 990Hi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
While most tax documents aren't fun, we have to accept that we must complete them each year. However, one form is simple to fill out, and it's the only form where you get to brag about your organization! Let's dive into this episode and set your organization up for success with the IRS Tax Form 990!
Topics covered in today's episode:
What is an IRS Form 990 (1:45)
Filling out a 990 whe...
2022-02-1508 minNonprofit Ace PodcastAre You Audit Ready?Hi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
One of the tricky topics thrown around when dealing with money is the idea of an audit. Today's episode will discuss a few tips to help you understand and prepare for audits inside your organization.
Audit tips covered in today's episode:
Overview of audits (1:45)
Why you need an audit (4:36)
When to be ready for an audit (5:00)
Understanding your budget for an audit (6:07)
What the prep list is going to l...
2022-02-0807 minNonprofit Ace PodcastAn Engaged and Effective Board with Christal M CherryHi there! If you are a nonprofit leader who is ready to become comfortable talking about money, you are in good company!
I am so excited for today’s episode because we get to chat with Christal M. Cherry who is a nationally recognized nonprofit executive and professionally trained fundraiser. She has over 20 years in the nonprofit sector and has supported human services organizations, faith-based missions, and higher education institutions. Christal has collaborated, interfaced, and guided diverse boards made up of college presidents, bishops and ministers, corporate CEOs, politicians, and more.
Highl...
2022-02-0115 minNonprofit Ace PodcastPreparing for Your BudgetHi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
We always talk about preparing the numbers of your budget. To help you become comfortable talking about money, I’d like to share some tips on preparing yourself and your team for budgeting and how it will benefit both of you.
Tips shared in today’s episode:
Two reasons you might not have your budget finalized in January (2:17)
When to have your budget finalized and why (3:11)
How your budget...
2022-01-2508 minNonprofit Ace PodcastThe Season for RetreatsHi there! If you are a nonprofit leader ready to become comfortable talking about money, you are in good company!
It’s a new year, and the beginning of the year typically means it is the season for board retreats. In today’s episode, I will share three tips for you to go into this retreat.
Tips covered in today’s episode:
Establishing your why (2:06)
Planning for a successful and beneficial retreat (2:54)
Leaving accomplished and ready for action (5:16)
I hope today’s episode helped you hone in on th...
2022-01-1807 minNonprofit Ace PodcastThe Valley of IndecisionHi there! If you are a nonprofit leader who is ready to become comfortable talking about money, you are in good company!
I am so excited to kick off this season where I can focus on the value of indecision. The planner in me loves the New Year planning, but I also value the ability to “just take the next step”.
Tips covered in today’s episode:
Making a list and choosing the next step to move forward. (1:33)
Decision-making and 2020’s bigger plans. (2:07)
The reason we stay indecisive. (3:06)
The differen...
2022-01-1106 minNonprofit Ace PodcastYour Wrap Up HomeworkOn the season finale of The NonProfit Ace Podcast, I’ve got a little homework for you guys to do (it's ungraded guys, don’t worry)! We wrap this season up with a little self reflection by writing letters to ourselves. This is a chance to talk about your wins, losses, personal feelings - any and everything that you may have not expressed before. Thank you guys for tuning in for another season and I look forward to connecting with you all soon!
Closer Look
Letter to yourself (0:45)
Download your F...
2021-12-2105 minNonprofit Ace PodcastWhat Happens When Things ChangeWelcome back to the NonProfit Ace Podcast! In today’s episode, we focus on knowing when things change and how to prepare yourself for these changes. Knowing when financial changes are coming and having a plan in place to adapt to these adjustments is a critical part of financial management within your non-profit. Thank you for tuning in!
Closer Look
Preparing for the change (0:52)
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
Connect with Chyla and CNRG Accounting Advisory:
Follow us on In...
2021-12-1405 minNonprofit Ace PodcastPreparing for A New Year with Tosha AndersonWelcome back to The NonProfit Ace Podcast! We have a special BONUS EPISODE this season in preparation for the next season of NonProfit Ace! We chat with Tosha Anderson of The Charity CFO, and she gives us all the tips on preparing for a new fiscal year in your nonprofit. This episode is full of goodies you don’t want to miss! Check it out!
Closer Look
Considerations to make when planning for the end of the year (1:46)
Things we tend to forget in the nonprofit world (3:30)
What you should incorporate into your budget (4:36)
...
2021-12-0706 minNonprofit Ace PodcastHow to Prepare for the New Year with Sabrina Walker HernandezWelcome back to The NonProfit Ace Podcast! This is part 2 of my interview with Sabrina Walker Hernandez. Sabrina is the President and CEO of Supporting World Hope, a nonprofit consultation service based out of Edinburg, Texas. In this episode, we discuss ways to prepare for the New year. Check it out and thank you for tuning in!
Closer Look
Preparing for the New Year (1:26)
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
Connect with Chyla and CNRG Accounting Advisory:
Follow us on...
2021-11-3005 minNonprofit Ace PodcastInterview with Sabrina Walker HernandezWelcome back to The NonProfit Ace Podcast! This is part 1 of my interview with Sabrina Walker Hernandez. Sabrina is the President and CEO of Supporting World Hope, a nonprofit consultation service based out of Edinburg, Texas.
In this episode, we discuss why you should prioritize your board and the importance of having the right people on your team. Check it out and thank you for tuning in!
Closer Look
Meeting Sabrina
Prioritizing your board
Importance of recruiting
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
2021-11-2313 minNonprofit Ace PodcastUpdate Your Chart of AccountsWelcome back to The NonProfit Ace Podcast! Today we are taking a break from our focus on budgets to remind you to update your chart of accounts. We discuss the difference between the two and why it is important to make updating your chart of accounts a regular event. Thank you for tuning in!
Closer Look
Difference between budgets and chart of accounts (0:25)
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
Connect with Chyla and CNRG Accounting Advisory:
Follow us on Instagram: https://www...
2021-11-1603 minNonprofit Ace PodcastPreparing the Budget with Otwan LoweryWelcome back to The NonProfit Ace Podcast! This is part 2 from my interview with Otwan Lowery! We discuss what organizations need to consider when planning the budget for a grant or program. Check it out and thank you for tuning in!
Closer Look
Organizational focus when planning a budget (1:10)
Precautions to take when allocating funds (5:48)
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
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2021-11-0906 minNonprofit Ace PodcastInterview with Otwan LoweryWelcome back to The Nonprofit Ace Podcast! Today, we are joined by Otwan Lowery, founder of Precise Grants, which is a grant compliance tool for nonprofits and other small businesses. Otwan is also an experienced CPA and has worked for several prominent organizations and firms in his career. He joins us to talk about his background, what drove him to create Precise Grants, and advice for those looking to align their fiscal outlook with their goals and dreams. Check it out and thank you for tuning in!
Closer Look
About Precise Grants
Choosing the rig...
2021-11-0220 minNonprofit Ace PodcastPreparing the Budget with Makisha BootheHello guys and welcome back to The Nonprofit Ace Podcast! This is part 2 of our conversation with Makisha Boothe. Makisha is back to discuss the one thing organizations should consider when putting together a budget and how this plays a role in the execution of any strategic plans they may have. It’s a brief but informative conversation that can help you build and effectively manage your organization's finances. Check it out!
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
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2021-10-2603 minNonprofit Ace PodcastInterview with Makisha BootheHello guys! Today on The Nonprofit Ace Podcast, I am joined by Makisha Boothe! Based out of Denver, CO, Makisha is a business coach and founder of Sistah Biz, a nonprofit/for-profit organization that works with black women entrepreneurs. We had a great conversation about her beginnings, her business model, and what’s in store for the future. Tune in and thank you so much for joining us!
Closer Look
Working with black women entrepreneurs
Makisha’s business model
Prioritizing goals in your vision
Using project management tools effectively
Understanding the entrepreneur’s journey
Do...
2021-10-1919 minNonprofit Ace Podcast2021 Final Quarter PrepWelcome back to another season of The Nonprofit Ace Podcast! This season, several guests will join us as we look to budget and financial plan out the last quarter of 2021. Tune in to check out our guests and their thoughts on financial planning, budgeting, and managing a nonprofit. Thank you so much for joining us!
Closer Look
Welcome to Season 8!
Financial planning for 2021’s 4th quarter
Planning realistic budgets
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2021-10-1203 minNonprofit Ace PodcastCreating a Fundraising TimelineHey guys! Today’s episode is the season finale of Season 7 of Non Profit Ace. To finish this season, we are focusing on the timeline for planning your organization’s fundraising efforts and drives. Starting your campaign in a way that keeps your organization financially solvent throughout the year is critical and requires proper planning and execution. Thanks for tuning in and we will see you next season!
Closer Look
Knowing when to launch major fundraisers
Transparency with donors
Budgeting donations throughout the year
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2021-09-1404 minNonprofit Ace PodcastFundraising PlanningWe are back with another episode of Non Profit Ace! Fall is right around the corner and for many organizations, this is when they focus on their end of the year fundraising goals. Today we look at how to create pragmatic goals and how to plan accordingly for these fundraising campaigns. Tune in and thanks for listening!
Closer Look
Evaluating previous campaigns
Capacity to hold campaign
Looking for areas to improve from previous years
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Connect with Chyla and CNRG Accounting Ad...
2021-09-0703 minNonprofit Ace PodcastConnecting with Volunteers in the Right WayWe are back with another episode of Non Profit Ace! This week we are wrapping up our talks on volunteers within your organization. It is critical to connect with your volunteers meaningfully. Figuring out how to build that relationship will help build goodwill amongst your volunteers and help in maximizing their talents. Tune in and thanks for listening!
Closer Look
Prioritizing relationships with volunteers
Transparency in volunteer roles
Supporting volunteers with time and supplies
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
Connect with Chyl...
2021-08-3106 minNonprofit Ace PodcastSelecting VolunteersHello hello! Thank you for tuning in for another episode of Non Profit Ace! Today we are continuing our focus on volunteers in your organization and are now looking at how to select the right volunteers. Having and using volunteers in the right way is an ever-changing process, with the needs of the organization and the makeup of leadership often playing a role in the need for certain volunteers. Join us as we focus on how to evaluate the needs of your organization and how choosing the right volunteers can aid in your mission!
Closer L...
2021-08-2404 minNonprofit Ace PodcastUnderstanding Different Levels of VolunteeringHey guys, welcome to another episode of Non Profit Ace! We are continuing our discussion on volunteers and gauging their time. Volunteers may be in various levels of your organization, and you have to account for that when you are budgeting and measuring the value of their time. Tune in and thank you for listening!
Closer Look
Understanding different kinds of volunteers
Keeping volunteers engaged
Software to track time
How tracking volunteer time will inform staffing decisions
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/fraud
Connect with Chyla a...
2021-08-1705 minNonprofit Ace PodcastRecording Volunteer TimeHey guys! We are back with another episode of Non Profit Ace! Picking up from last week, we focus more on the volunteer aspect of our organizations and how to effectively structure their time. It is imperative to use their skills and time in a way that is beneficial to both them and your organization. Tune in!
Closer Look
Properly valuing volunteer time
Tracking time for future reference
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2021-08-1004 minNonprofit Ace PodcastRecruiting VolunteersWelcome back to another episode of Non Profit Ace! Today, we are going to switch things up and focus on where and how to find good and quality volunteers for your nonprofit. Building out your organization with energetic and competent volunteers is as important as making sure the financial side is crisp and clean. Be on the lookout for good volunteers and know where to find them so your non-profit can really bloom with talented support! Tune in!
Closer Look
Where to find volunteers
Networking with organizations for talent
Making sure volunteers are right for YOUR...
2021-08-0304 minNonprofit Ace PodcastFighting FluffSummary
Hello and welcome to another episode of Non Profit Ace! This week we are touching on “fluff”! Determining what information is important and what isn’t can be tricky sometimes. Cutting to the core of what you need to know and what you don’t is a big part of keeping organizational alignment, and it helps make sure no one gets lost in meetings and other organizational communication. We have a few tips to help you sort through the “fluff” that may be in your organization! Check it out!
Closer Look
Asking releva...
2021-07-2705 minNonprofit Ace PodcastGet in the KnowWelcome back to another episode of Non-Profit Ace! Today, we are discussing what you NEED to know rather than what you want to know. Thinking in context financially can help answer questions you may have about cash on hand, future budgeting, and predictions for growth. Understanding context in a financial sense is important, and we’ve got several tips to make sure you are thinking proactively! Tune in!
Closer Look
Context around your cash
Budget vs actuals
Planning head
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Connect with Chyla and...
2021-07-2005 minNonprofit Ace PodcastLearning to Read Financial StatementsHey guys and welcome to another season of NonProfit Ace! Today, we are looking at the importance of understanding your organization's financial statement. Being able to read and comprehend this is important to keep your finances in order. It also allows your Board of Directors and staff to be on the same page. Check out this episode for some valuable tips and information!
Closer Look
Why knowing the amount of cash on hand is important
Understanding statements of activity
Reading financial statements properly
Download your FREE Fraud Risk Assessment here: http://cnrgaccountingadvisory.com/f...
2021-07-1305 minNonprofit Ace PodcastOpportunity and Pressure Risks for FraudHey guys! This season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits.
On this week of Non Profit Ace, we are examining a case out of California regarding fraud and a bookkeeper. We look at the opportunity for fraud concerning her role and the access she had to financial records, as well as the internal/external pressures she faced, both in her career and personal life that drove her to commit this act. Tune in for an analysis of how you can prevent certain opportunities for fraud...
2021-06-1507 minNonprofit Ace PodcastProtecting Organizational Programming From FraudHey guys! This season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits.
This week on Nonprofit Ace, we are looking at the logistics of running your organization’s various programming to make sure all parties involved are protected against potential fraud and financial misappropriation. The board of directors, financial staff, donors, volunteers, and paid staff all play a role in making sure everything is running smoothly and protecting the organization’s financial interests at all times.
Closer Look
Creating new programs and making sure they...
2021-06-0805 minNonprofit Ace PodcastStaffing Safeguards for Risk PreventionHey guys! This season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits.
This week on NonProfit Ace, we are looking at the questions you should ask yourself, your co-workers, your superiors, and the board about staffing. You should be prepared to manage staffing issues such as distributing information, personal screening, and financial access by staff. Being knowledgeable and prepared to ask the questions Chyla discusses is a necessary move in order to reduce the risk of fraud throughout your organization and help structure management accordingly. Tune in!
2021-06-0107 minNonprofit Ace PodcastHolding Management Accountable to Prevent FraudHey guys! This season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits.
Too often, we are placing too much trust in management when it comes to financial accountability and decision making. On this episode of NonProfit Ace, Chyla talks about the importance of questioning management in order to create safeguards against fraud from the management level down. Having these in place will help create a culture of accountability and transparency throughout the organization.
Closer Look
Organizational structure; Are there one or two people in c...
2021-05-2506 minNonprofit Ace PodcastOrganizations in ActionThis season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits.
Today, we are focusing on organizations in action. Are you an organization that does what they say they do? Are you applying internal controls, risk assessments, and best practices in action? How are you implementing them? Chyla discusses how to keep yourself from being “all talk, no action” and how to best put your money where your mouth is!
Highlights
Identifying who has access to cash in your organization
Safeguarding sensiti...
2021-05-1906 minNonprofit Ace PodcastA Peek Inside a Fraud Risk AssessmentIn this episode, we are continuing our conversation on preventative measures to avoid fraud and other financially improper conduct related to nonprofits. Organizations commonly use fraud risk assessment to identify business risks and weaknesses with internal controls that may cause financial misappropriation and fraud. Today on NonProfit Ace, Chyla walks us through a fraud risk assessment, step by step, and what to include when developing one for your nonprofit.
Highlights
Policies and Procedures Documentation
Teaching Employees Appropriate Practices
Board Member Accountability
Defining Internal Controls for Organization
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2021-05-1104 minNonprofit Ace PodcastWhat is a Fraud Triangle?Hey guys! This season, we are focused on taking preventative measures to avoid fraud and other financially improper conduct related to nonprofits. In this episode, we are examining what makes up a “fraud triangle”. We look at several factors that can lead someone to commit fraud, such as lack of internal controls, pressures both inside and outside the organization, and rationalizing whether the act of fraud is wrong. This is an informative episode that can help you determine if there are opportunities for financial wrongdoing in our organization. Tune in!
Highlights
Opportunity for Fraud to Ha...
2021-05-0408 minNonprofit Ace PodcastSegregating Duties to Avoid Financial RiskSeparating responsibilities amongst team members is an important step in preventing financially fraudulent situations and reduces the risk for the organization. Nonprofits need to have systems in place to prevent one person from becoming overwhelmed with their responsibilities and making mistakes. Creating this segregation can make quite the difference in preventing minor mistakes from becoming much larger ones.
Highlights
Creating checks and balances to ensure accountability
Logbooks and accounting systems for financial recording
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Like us...
2021-04-2705 minNonprofit Ace PodcastIntroducing the NonProfit Ace PodcastWelcome to a new season of the...drumroll please...NonProfit Ace podcast! Today, I give you guys an update on a few things surrounding the podcast, including why we have a new name. Tune into this episode for a quick update on what’s going on and a kickoff to the new season!
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2021-04-2005 minNonprofit Ace PodcastCreating Internal Controls for your OrganizationOrganizational risk in the nonprofit world is a huge issue every organization must prepare for and have policies in place to handle when it occurs. To say fraud will never happen in your organization is shortsighted, and having critical internal controls in place is essential to preventing chaos from erupting in case of an emergency. In this episode, Chyla talks about creating processes, procedures, and laws for your organization to make sure you are prepared to handle any financial risk that may come to your non-profit. Tune in!
Highlights:
Determining your organization's in...
2021-04-1305 minNonprofit Ace PodcastConflict of Interest with Potential Business PartnersIn this episode, we are looking at a New Orleans nonprofit who must answer questions on its financial makeup, regarding the services they provide, how they make money, and how much they have made. What makes the story even more interesting is that the founder of the nonprofit and the President of a for profit company that works with them are married, thus creating confusion and raising eyebrows into their financial standing. This also raises questions regarding potential conflict of interest and how funds are being allocated and spent with both organizations.
Connect with Chyla an...
2021-03-1606 minNonprofit Ace PodcastAvoiding Murky Data ReportsThis week, we turn our focus to Georgia, and the Companions for Heroes foundation that works to pair veterans with service animals. There had been inconsistency in the number of veterans and animals paired together, which has led to mistrust in the program and has led to an investigation. It is important to be consistent with the data your agency reports in order to maintain trust in the public and the community you are serving. This also calls for consistent data reporting from your organization’s accounting and communications department in order to provide transparency for all parties involved. Th...
2021-03-0905 minNonprofit Ace PodcastOutlining Government Expectations for Financial AccountabilityThis week, we highlight a story about the Mississippi Department of Human Services dispersing funds to organizations long after the retirement of a former director. It is not uncommon for the government to give funds to agencies to disperse to nonprofits.
However, it is important to establish milestones and deadlines in order to maintain control over how and when these funds are spent. It’s critical to outline expectations for these agencies up front in order to maintain authority and create accountability for all parties.
Connect with Chyla and CNRG Accounting Adviso...
2021-03-0207 minNonprofit Ace PodcastFiscal Sponsorship PitfallsThis week, we discuss how fiscal sponsorship can go wrong and damage an organization's reputation and financial standing if you select the wrong firm. Fiscal sponsorship is when an organization outsources their financial management to a third party. If you decide to employ an outside firm to handle your money, make sure you do your due diligence when selecting one. Hiring a firm capable of managing all your financial needs will help you prevent any hiccups down the road. It is imperative to interview several firms and not only those referred to you in order to find the best...
2021-02-2307 minNonprofit Ace PodcastCentral Coast Kids and Families EmbezzlementThis season on Nonprofit Nuggets, we will focus on recent stories about various nonprofits missteps and how to avoid some of these mistakes.
In this episode, we head to Monterey County and discuss an embezzlement scandal of over $700,000 by founder and director of Central Coast Kids and Families, Lolita Garcia. While many of the employees overbuilt their work and could fraudulently alter timesheets and had too much financial leeway, the onus of keeping such activity in check falls on the board of directors. This speaks to the need for the board to build out a co...
2021-02-1606 minNonprofit Ace PodcastExamining Rodeo Austin Accountant Million Dollar TheftThis season on Nonprofit Nuggets, we will focus on recent stories about various nonprofits missteps and how to avoid some of these mistakes.
On today’s episode, we are discussing a story out of Austin, TX around an accountant found guilty of stealing 1.3 million dollars from his organization. This Rodeo Austin accountant subsequently lost his accounting license and left his former employer in financial strife, as they used the proceeds from their annual Rodeo to fund scholarships and other community initiatives.
In order to prevent situations like this from occurring, it is of...
2021-02-0909 minNonprofit Ace PodcastAvoiding Misappropriation with DocumentationThis season on Nonprofit Nuggets, we will focus on recent stories about various nonprofits' missteps and how to avoid some of these mistakes.
In this episode of NNP, we discuss severance misappropriation from the Maryland Environmental Service.
A severe miscommunication between a former MES CEO, board members, and the Governor of Maryland has left all parties in a lurch, as they debate over who knew what regarding the severance payout arrangement that was (supposedly) in place. We highlight the importance of documentation in everything that you do in order to create a p...
2021-02-0204 minNonprofit Ace PodcastPrioritizing Organization to Avoid Clerical ErrorsThanks for tuning into this episode of the Nonprofit Nuggets Podcast! If you liked what you heard, please leave a review and share.
This week we focus on an article about East Central Illinois Community Action Agency misusing federal grant funds. We offer several ways to remedy these problems to help your nonprofit avoid running afoul of the government. We highlight particular mistakes that they made and what you can do in your nonprofit to ensure you do not do the same. Tune in!
Highlights:
Failure to adhere to submission gui...
2021-01-2608 minNonprofit Ace PodcastPrioritizing Proper AccountingThis week, we focus on how small accounting errors can rock the foundation of your business. We focus on the importance of staffing your accounting department with proper and highly trained personnel in order to make sure there are no accounting snafus. Tune in!
Highlights
Having Right People in Right Roles
Reviewing accounting with internal and external sources
Gaining appropriate accounting system for organization
Proper training for system
Reviewing and auditing work internally
Thanks for tuning into this episode of the Nonprofit Nuggets Podcast! If you liked what you heard...
2021-01-1907 minNonprofit Ace PodcastLet's Talk About Compensation(Compensation's Role in Hiring, Compensation in the New Year)
This season on Nonprofit Nuggets, we will be focusing on recent stories about various nonprofits missteps and how to avoid some of these mistakes.
Episode Summary
Compensation is a major topic within any industry, and nonprofits are no exception. Making your nonprofit competitive regarding wages is important to attracting key talent and can affect your funding and financial outlook. This week on Nonprofit Nuggets, we discuss recent news regarding compensation within nonprofits, and how to position your hiring stra...
2021-01-1206 minNonprofit Ace PodcastFull Interview: Cherrise WilksThis interview series will be with Cherrise Wilks. Cherrise is a giver of information, guidance, counsel, and mercy, with a mission to serve others, to meet their sushi goals and find the resources they need. She's an experienced administrator with over 18 years in federal state, local government and nonprofit sectors. Ms. Wilks recently served as an emergency manager slash community development specialist, and formally as a hazard mitigation grant specialist for the US Department of Homeland Security, her firm has been successful in securing more than 77 million and managing 300 million in federal state and private grant contracts, loan tax c...
2020-12-2227 minNonprofit Ace PodcastBehind the scenes of Affinity Consulting GroupCherrise shares what has changed her life with us behind the scenes. Listen in... I would probably say just recognizing that I can't do it all. So I now start out my day actively working on meditation and mindfulness to keep me still before the beginning of the morning, so that I'm poised to be successful during the rest of the day. Then I also just changed my environment, in terms of who I follow, what I read, what I listen to, the music that I listen to, that type of thing. It definitely has to have more positivity...
2020-12-1504 minNonprofit Ace PodcastCherrise Wilks RecommendationsThe grants landscape has been changing for the past 12 years, and it's getting harder and harder, tougher and tougher to have people part ways with their money, so you need to focus on other ways to earn revenue into your organization through either fundraising or helping empower your participants to empower themselves or be a part of the organization or whatever the case may be.
To view the entire transcript, click here.
2020-12-0804 minNonprofit Ace PodcastIs Affinity Consulting Group A FitYou need to build trust within the community. And so I would say for any organization, whether you're black, white, whatever the key is, is to talk to people, get to know and understand who they are, what motivates them, that type of thing, and truly build a relationship with them where you're actually interested in helping them and serving them. To view the entire transcript, click here.
2020-12-0106 minNonprofit Ace PodcastWhat Makes Affinity Consulting Group Different?If you were working with some other consultants, they may have what I like to call blinders and they know their niche. They may not be as well versed on looking at the organizational organization from a high level. And so that can sometimes lead you to end up having to hire additional people, to get all of the services and the things that you want. We tend to operate more on a full service basis. So I think that that's an added value. Click here to view the full transcript.
2020-11-2407 minNonprofit Ace PodcastMeet Cherisse WilksThis interview series will be with Cherrise Wilks, a giver of information, guidance, counsel, and mercy, with a mission to serve others, to meet their sushi goals and find the resources they need.
She's an experienced administrator with over 18 years in federal state, local government and nonprofit sectors. Ms. Wilks recently served as an emergency manager slash community development specialist, and formally as a hazard mitigation grant specialist for the US Department of Homeland Security, her firm has been successful in securing more than 77 million and managing 300 million in federal state and private grant contracts, loan tax...
2020-11-1710 minNonprofit Ace PodcastYour 990If your organization is not paying minimum wage to the executive director, what you're doing is creating an imbalance, and you're perpetuating inequities, because people can't work for free. Click here to read the full transcript.
2020-11-1008 minNonprofit Ace PodcastCollaborateThe budget is truly a reflection of your mission and you should budget accordingly. In the past, I've worked with organizations who thought about the budget in terms of what can we get approved. That is not the way to think about the budget. Click here to view the entire transcript.
2020-11-0309 minNonprofit Ace PodcastCreate a WishlistIf you waited till budget season to create your budget then you are already too late. You waited too long because budget season is the most stressful time for most organizations. It is the time when people are just trying to figure out, well, how do we get this done? How do we come in under budget? Click here to read the full transcript.
2020-10-2706 min
Nonprofit Lowdown#93-Your budget=Your values with Chyla GrahamJoin me and CPA Chyla Graham to talk about how to deal with your nonprofit budgeting and money management during this crazy time. Chyla drops a ton of value bombs like:
Why women of color may shy away from the finances.
How to train your board at the appropriate level of financial oversight.
Benefits of zero-based budgeting
How to align your budgets with the stuff you care about and value.
Chyla brings over a decade of experience as an auditor and CPA in the nonprofit sector to the conversation. She's also a trapeze artist!
...
2020-07-0940 min
The Nonprofit Exchange: Leadership Tools & StrategiesNonprofit Money, You Don’t Manage it Alone with Chyla GrahamNonprofit Money, You Don’t Manage it Alone with Chyla Graham Remembering the Enron and Worldcom scandals, Chyla Graham never wants to see a nonprofit in their place. She’s adamant that financial transparency is vital to a healthy organizations and serves nonprofits so they understand what’s happening with their money, feel more confidently speaking about money, and can ask for the support they need. Managing the finances isn’t just the job of the finance team. It’s a team effort from the board to the staff and volunteers. How successful it is starts...
2019-08-1155 min