The Charity CFO

DECEMBER 7, 2023

Combing all experience and exposure to the industry, The Charity CFO has had the opportunity to work closely in: Accounting Financial Management Fundraising Grant Management Board Engagement Hiring/Firing Succession Planning Although their main focus is accounting, yes, they certainly stay busy in conversations outside of it as well.

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52

The Finance Weekly

JANUARY 22, 2024

His significant role at Live Nation has been crucial in shaping the company's strategy and financial planning, thanks to his extensive experience in the entertainment industry and financial management. Manage cash flow and plan for financial needs. Supervise and offer suggestions for the financial department.

CFO 52

CFO Education Communication Leadership 52

Planful

MAY 19, 2021

Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its capabilities, become valuable agents of success within their organizations. Today, we’re excited to give them the recognition that they deserve with the launch of the Planful Champions Club.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Finance Management Consulting 40

The Charity CFO

APRIL 2, 2024

They’ll know how to approach common financial issues for nonprofits, such as limited budgets or restricted funds. Accurate and Timely Reporting Most nonprofit leaders have been there: you can’t make a crucial decision until a certain financial report comes in, but you’re never sure when the data will be available.

Nonprofit 52

Nonprofit Accounting Accounting Firms Communication 52

The Charity CFO

NOVEMBER 20, 2023

The synergy between departments is only one piece of the overall planning process. Finally, when it comes to proactively planning for Giving Tuesday, numbers matter. Groups that started planning early saw 60% more raised YTD on the Monday prior to Giving Tuesday than those that did not plan as early. Don’t be shy.

Nonprofit 52

Nonprofit Problem Solving Education CFO 52

The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This is the minimum educational requirement for most nonprofit finance director positions. How to verify. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

AUGUST 21, 2023

Under these circumstances, it can be difficult to make large investments in growth or plan for the future. That way, they can understand the budget and give the appropriate amount to keep things running successfully. At the same time, paint a picture of the organization’s financial goals and needs in the future.

Nonprofit 52

Nonprofit Communication Education CFO 52

The Charity CFO

APRIL 13, 2023

They include: Statement of Activities Statement of Financial Position Statement of Cash Flows Statement of Functional Expenses Understanding an organization’s financials is like unlocking a door to the health of an organization, and can help track progress and goals over time. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Compliance Accounting Standards Budgeting 52

The Charity CFO

JANUARY 5, 2023

Maintaining healthy financial management is critical for the organization’s sustainability, stability, and flexibility, now and in the future. Poor financial reporting. Educate the staff and board on critical issues triggered by certain gifts. A Nonprofit Budget. Collaboration issues. Get the free guide!

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. You can make all the plans and strategies you want, but in the end, reality may have a different idea.

Nonprofit 52

Nonprofit CFO Leadership Education 52

The Charity CFO

NOVEMBER 10, 2022

Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

The Charity CFO

FEBRUARY 27, 2023

The major tasks of a treasurer can be summed up as follows: Operations management Oversight and compliance Strategic decision-making Operations management The operational tasks of a treasurer concern financial management. These tasks include organizing financial data into helpful reports to be presented to the other board members.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons. Get the free guide!

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

CFO Talks

OCTOBER 19, 2022

My guest today is Tsungiriro Rukanda, she is the Director of Finance and Administration at South Africa Partners, it is a non-profit organisation facilitating collaboration between the United States and South Africa in the areas of health and education. What books are lying on your bedside table?

CFO 52

CFO Education Finance Accounting 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

APRIL 19, 2022

Other times they may be a result of unexpected events or poor planning. When most nonprofits think about ‘accounting issues,’ they’re concerned about poorly prepared financial reports, bookkeeping errors, gaps in communication with funders, bad audits and a million more things in this vein. Sometimes they follow seasonal trends.

Nonprofit 98

Nonprofit Auditing Compliance Accounting 98

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Planful

FEBRUARY 2, 2017

We’ve touched on the definition of EPM in a number of other posts, but I thought this would be a good time to define EPM from the Planful perspective. companies, government entities, educational institutions, and non-profits) link their strategies to their plans and execution. So here goes. What is EPM? Sounds easy right?

Budgeting 40

Budgeting Forecasting Analyzing Data Finance 40

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. This was great for business but led to increasingly long financial reconciliation times. AI can automatically detect issues like budget padding and human error at the granular level.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

The Charity CFO

APRIL 25, 2024

As stated on their website, “Vermont Adult Learning’s mission is to create an innovative, inclusive, and equitable learning environment that provides personalized opportunities for education and career development for Vermont residents by building relationships, strengthening communities, and fostering lifelong learning.”

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Compliance Investments Finance 62