Webinars and 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).


Integration of Fiscal and Program Operations, a workshop by Roberta Katz and Fern Zagor

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

Integration of Fiscal and Program Operations, a workshop by Roberta Katz MBA, and Fern Zagor LCSW, ACSW

Developing A Business Plan

  • The Role of Leadership
  • Business Plan vs. Strategic Plan
  • Scenario Planning and Forecasting
  • Use of Key Performance Indicators

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).


6 building blocks of a strong nonprofit finance department - a webinar by Roberta Katz

​A strong finance department is the foundation upon which you build and maintain a strong nonprofit organization.


Fiscal operations and the interrelationship with program operations

Understanding the relationship between financial operations and supporting an agency’s mission, vision and business strategy


Fiscal operations and the interrelationship with program operations by Roberta Katz Consulting

Breaking the silos: Fostering collaboration between finance departments and program staff.

Videos And Slides

6 Building Blocks of a Strong Nonprofit Finance Department

How To Create An Accounting Policies & Procedures Manual
​An Essential Document for Nonprofit Organizations