Impact Network Workshop: Banking and Finance Best Practices for Nonprofits

Session Objectives

A practical, governance-informed overview of financial leadership in today’s nonprofit environment, including:

• The evolving role of the Treasurer and board financial oversight
• Banking and investment strategies aligned with mission and risk tolerance
• ED financial oversight essentials (“ED 101”)
• Fraud prevention and risk management
• Accounting and bookkeeping best practices

This session is designed to strengthen confidence, clarity, and partnership between staff leadership and boards.

Target Attendees

Executive Directors, Executive Committees, Board Officers, Treasurers