Breaking the Silos to Achieve Effective Financial Management
- The Relationship Between Finance and Mission
- Key Components of a Strong Finance Department Infrastructure
- The Role of Leadership and Program Staff in Maintaining a Strong Finance Department
- Collaboration in the Budgeting Process
- Next Steps for Leadership
- Fostering Collaboration: Best Practices
Workshops
The workshop series Integration of Fiscal and Program Operations was produced by Roberta Katz, in partnership with Fern Zagor and the NYU McSilver Institute-Managed Care Technical Assistance Center (MCTAC).
To access the workshops you will need to provide your e-mail and set up a password.
Workshop #1
Accounting Policies And Procedures
- What Are Policies and Procedures?
- Why Are They Implemented?
- Implications For Leadership
- Tips For Enforcing and Monitoring
- The Accounting Policies and Procedures Manual
Workshop #2
Developing A Business Plan
- The Role of Leadership
- Business Plan vs. Strategic Plan
- Scenario Planning and Forecasting
- Use of Key Performance Indicators
Webinars
The webinar series Fiscal Operations and the Interrelationship with Program Operations was produced by Roberta Katz, in partnership with Fern Zagor and the NYU McSilver Institute-Managed Care Technical Assistance Center (MCTAC).
To access the webinars you will need to provide your e-mail and set up a password.
Webinar #1
A strong finance department is the foundation upon which you build and maintain a strong nonprofit organization.
Webinar #2
Understanding the relationship between financial operations and supporting an agency’s mission, vision and business strategy
Webinar #3
Breaking the silos: Fostering collaboration between finance departments and program staff.
Webinar & Workbook
This workbook and webinar were developed for NYU McSilver Institute in partnership with Roberta Katz (Roberta Katz Consulting) and Fern Zagor (Fern Zagor Consulting LLC).
To access the workbook and webinar you will need to provide your e-mail and set up a password.
The digitally fillable workbook provides guidance, tools and exercises to lead you through the process of developing accounting policies and procedures and building a business plan that can be customized for your nonprofit organization. A recording is available that provides an overview of how to best utilize the workbook.
6 Building Blocks of a Strong Nonprofit Finance Department
How To Create An Accounting Policies & Procedures Manual An Essential Document for Nonprofit Organizations