Financial Leadership for Nonprofit Executives & Volunteer Leaders

General Nonprofit Programs

Boards and Governance, Finance, Fundraising, Leadership, Management

Instructor: Kerry Gordon, CPA, owner of Kerry S Gordon CPA and Midwest Center for Nonprofit Leadership instructor

Designed for Non-Accounting Professionals

Dates for this 2½-day in-person seminar:
If you would like to be notified when we schedule the next offering of Financial Leadership for Nonprofit Executives & Volunteer Leaders seminar please let us know at culverm@umkc.edu / (816) 235-5720.

$500

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
Date to be determined | 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
Date to be determined | 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
Date to be determined | 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

Pay What You Can Program

In an effort to make our offerings more accessible and affordable to a wider range of individuals and organizations, we are offering the following discount options, while compensating our instructors fairly for their work.

This series is being offered at a suggested price of $500. If you are unable to pay the suggested fee, you are very much welcome to use one of the discount promo codes so you can join this series.

Promo Codes:
For 25% off use the following promo code: MCNL25
For 50% off use the following promo code: MCNL50

If you or your organization need additional assistance to participate in this series please let us know at lauferc@umkc.edu / (816) 235-5720.

Program Logistics:
Each of the sessions are held in-person at the UMKC Bloch Executive Hall, 5108 Cherry Street, Kansas City, Missouri Room 414.

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.