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Nonprofit Impact Summit

  • San Antonio, TX USA (map)

At the Impact Summit of Texas, you can expect 18 sessions by nonprofit leaders, including topics such as leadership, marketing, fundraising, and finances.

My session, designed for all nonprofit leaders, is designed to foster collaboration across the organization, ensuring alignment on roles, objectives, and strategies for financial resilience.

Key Takeaways:

  • Strategic Budget Building: Understand the foundational elements of a successful budget that aligns with your organization's mission and goals.

  • Leadership in Budget Process: Learn effective ways to lead and facilitate the budgeting process, ensuring active participation and objective decision-making.

  • Navigating Budgeting Challenges: Gain insights into overcoming common obstacles in budget planning, including managing unbudgeted situations and ensuring financial sustainability.

Time permitting, we will also delve into advanced topics like reserve funds, cost of living adjustments, and other essential financial strategies, time permitting. Whether you're new to nonprofit finance or looking to enhance your existing knowledge, this workshop is packed with valuable insights and practical tips to take your budgeting skills to the next level.

Note:  this session is specifically designed to be useful and accessible to non-accountants.  We won't dig into spreadsheets; instead, we'll dig into the things that will make the rest of the budgeting process run smoothly.

For more information and to sign up for the Impact Summit, click here.

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April 10

Executive Director Fiduciary Excellence

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May 22

Your Nonprofit and the New Exempt and Contractor Rules