Outdated systems making things harder than they need to be? Sam and Daniel walk through the three areas every nonprofit should look at—tech, workflow, and team—to figure out what’s slowing you down and how to fix it. You’ll walk away with clear next steps on a better path forward.
What You’ll Learn:
Schedule a Consultation: https://www.cfoleverage.com/contact/
Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/
Are potential federal grant changes putting your nonprofit’s financial stability at risk? In this episode, Sam and Daniel discuss how executive directors and board chairs can navigate recent policy news to build long-term financial resilience. Learn proactive strategies to protect your nonprofit’s mission and maintain financial health.
What You’ll Learn:
Are financial controls a challenge for your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can strengthen their financial foundation by implementing best practices and leveraging the right tools to prevent fraud, improve efficiency, and support long-term success.
What You’ll Learn:
- Overcoming Financial Challenges: Address common obstacles nonprofits face, from fraud risks to unorganized finances.
- Using Financial Controls: Discover how nonprofits can implement controls like segregation of duties and automated approvals.
- Budgeting for Success: Learn how to use budgets effectively to align spending with organizational priorities.
- Technology & Tools: Explore solutions like Bill.com, online fundraising platforms, and banking tools that improve efficiency.
- Financial Growth & Compliance: Learn when nonprofits prioritize financial controls and how strong systems drive long-term success.
Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact.
Schedule a Consultation: https://www.cfoleverage.com/contact/
Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/
Are operational challenges holding back your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can adopt for-profit principles to overcome obstacles and stay focused on their mission.
What You’ll Learn
Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact.
Schedule a Consultation: https://www.cfoleverage.com/contact/
Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/
Struggling to manage gift designations effectively? In this episode, Sam and Daniel share strategies to help nonprofits streamline processes and optimize financial management.
What You’ll Learn:
- Types of Gifts: Understand unrestricted, temporarily restricted, and permanently restricted gifts.
- Tracking Challenges: Learn how to track designated funds accurately and avoid common accounting errors.
- Non-Cash Contributions: Discover the hidden costs and considerations of accepting non-cash gifts like vehicles or property.
- Grant Management: Get insights on managing grants with strict requirements and avoiding overcommitment.
- Gift Policies: Explore the importance of clear gift acceptance policies to guide staff and align with your goals.
Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact.
Schedule a Consultation: https://www.cfoleverage.com/contact/
Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/
Is your nonprofit’s financial foundation as strong as it should be? In our latest podcast episode, we explore the top mistakes nonprofits make in their accounting and bookkeeping—and how to avoid them.
Key Insights
Welcome to the debut episode of Maximize Your Impact a CFO Leverage Podcast, with hosts Daniel Weaver and Sam Coates. CFO Leverage is dedicated to empowering nonprofits to achieve their highest potential in making a difference. With a focus on administration and accounting expertise, we build robust financial foundations that enable organizations to serve their communities effectively. In this podcast, we provide tips, best practices, and stories from other nonprofit leaders to help you build a strong administrative and financial system for your organization, ultimately maximizing its impact. In today’s episode, we unpack the fundamentals of financial and administrative systems and their value to organizations, particularly nonprofits. We discuss why you should consider joining the nonprofit space, the non-monetary benefits of working for a nonprofit, and the work environments they offer. Discover why customer relations are vital, the areas where CFO leaders need to improve, and the importance of maintaining quality while automating communication. Explore the value of building processes, the secret to fostering personable relationships, ways CFO Leverage can help nonprofits increase their impact, and more! To learn how to take your organization to the next level and maximize your potential with CFO Leverage, tune in now!
Key Points From This Episode:
Links Mentioned in Today’s Episode:
