Program Details

Strengthen your leadership by developing the financial skills every nonprofit executive and board leader needs. This 2½-day seminar is crafted specifically for nonprofit and volunteer leaders who do not have an accounting background but are responsible for the financial health and decision-making of their organizations.

Participants will learn how to assess financial health, plan strategically, manage budgets and grants, and communicate financial performance confidently. Through a mix of instruction, interactive discussions, and small group case studies, you’ll gain practical tools to become a more effective financial leader in your organization.

This seminar is ideal for Executive Directors/CEO/Presidents, Development Leaders and Staff, Program Leaders and Staff, and Board Officers and Directors ready to grow their financial confidence and impact.

Day 1: Financial Leadership Foundations
Monday, September 21, 2026 | 9:00 AM – 3:30 PM (Lunch included)
Topics include:

• Identifying the Financial Leader
• Defining Financial Leadership
• Mission vs. Money: Finding Balance
• Financial Leadership Model
• Five Leadership Principles
• Building Trust through Financial Data Reliability
• Assessing Organizational Financial Health
• Self-Evaluation Exercises
• Q&A

Day 2: Financial Tools for Leadership
Tuesday, September 22, 2026 | 9:00 AM – 3:30 PM (Lunch included)
Topics include:

• Budgeting Strategies
• Social Enterprise & Revenue Models
• Managing Cash Flow
• Self-Evaluation Exercises
• Q&A

Day 3: Financial Oversight & Communication
Wednesday, September 23, 2026 | 9:00 AM – 12:30 PM
Topics include:

• Communicating Financial Progress to Stakeholders
• Grants Management Essentials
• Understanding Financial Audits & Reviews
• Introduction to IRS Form 990
• Additional Key Topics
• Self-Evaluation Exercises
• Q&A

Program Logistics:
Each of the sessions are held in-person at the UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri Room 413.

Cancellation and Transfer Policy:
Full refunds will be given when cancellations are made at least five working days before the first session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun. You may transfer your registration by contacting MCNL at (816) 235-5720 or lauferc@umkc.edu.

Photo and Video Release:
By attending the event, you are giving MCNL permission to use photos and videos from the workshop in future promotional material.