Nonprofit Management And Staffing
Discover the art of strategic management and effective staffing in our collection of education videos–dedicated to the unique needs of nonprofits and NGO’s. Dive into crucial facets of successful executive leadership, exploring everything from team building and volunteer coordination to performance management and conflict resolution. These array of lessons, from Top Nonprofit Sector Experts, illuminate the complexities of managing a nonprofit, offering you actionable insights and practical tactics to elevate your organization. You’ll find ways to assemble a passionate team, who shares your mission, with in-depth guidance on cultivating a positive work culture, fostering employee engagement, and keeping your staff motivated, regardless of the challenges that arise.
Understanding what it really means for a nonprofit to be financially successful—and no, it’s not just about the size of your bank account. Beth Larsen, VP of Client Accounting and Advisory Services at JMT Consulting, explains.
Financial success, Beth explains, is fundamentally about “whether or not you have the resources to fulfill your mission effectively.” It’s a mindset shift from passive accounting to active financial management, where success is defined by the ability to match your assets to your mission-driven activities.
Beth digs into how nonprofits can and should assess their financial health by tracking three core metrics: monthly operating results, available unrestricted cash, and current ratio. She emphasizes that these metrics aren’t just nice-to-have—they’re essential to making real-time strategic decisions and maintaining stability in uncertain economic times.
“Most nonprofits are dealing with demand that far exceeds available resources,” she shares. “That means decision-making must be rooted in data and aligned with mission, not just money.”
The conversation moves from theory to practice, with Beth advocating for a solid financial foundation built on clean data, clear processes, and internal discipline. She outlines actionable best practices like having written financial procedures, separation of duties, automated systems, and integrated budget planning that includes development and operations.
Host Julia Patrick and Beth also reflect on their past experiences during the 2008 recession—where both faced impossible decisions around shelter programs and fundraising gaps—and draw relevant lessons for today's leaders.
Whether your nonprofit is flying blind with checkbook accounting or wrestling with boardroom fear around financial topics, Beth’s calm, strategic approach lights a clear path forward. Her message is both urgent and empowering: “You can’t afford not to do this work.”
Executive Director Janelle Miller Moravek of Youth and Family Counseling takes us behind the curtain of what it really means to make HR the Executive Director’s greatest ally. This isn’t just an HR pep talk—it’s a dive into how transactional excellence, emotional intelligence, and succession planning can transform your organization’s culture, resilience, and impact.
Janelle brings real-world insights from her 15-year journey leading a nonprofit mental health organization that grew from a $680,000 budget to $2.8 million and expanded to three locations. What’s her secret? A thoughtful, strategic approach to human resources.
“We’ve always had to create an experience for our employees that attracts the talent we need,” she shares. In a sector where nonprofits can’t match private sector salaries, Janelle emphasizes designing career ladders and crafting meaningful employee experiences as key levers in recruitment and retention.
She also doesn’t shy away from accountability: “We need to look back at ourselves. Our staffing changes often come about because of something we’ve done.” Her refreshing honesty sets the tone for a discussion that’s as practical as it is reflective.
From the nitty-gritty of job descriptions to navigating a multigenerational workforce and preparing for the “silver tsunami” of retirements, Janelle urges leaders to embrace HR not just as a compliance mechanism, but as strategic scaffolding that supports every function in the organization.
The episode explores how nonprofits—especially smaller ones—can structure succession planning without fear, cultivate middle management, and share leadership in ways that increase organizational capacity and decrease burnout.
As she puts it, “HR is scaffolding. It’s how you manage the work and the people—it can’t just be the ED holding it up.”
If you're a nonprofit leader navigating hiring woes, team development, or succession worries, watch this for a generous dose of real-world experience mixed with humor, clarity, and heart.
The nonprofit workforce is facing a seismic shift—and Dana Scurlock, Director of Recruitment at Staffing Boutique, is sounding the alarm. Dana shares her front-line insights into how nonprofit hiring, funding, and retention are being shaken by rapid economic changes, sudden government funding losses, and the ripple effects of widespread layoffs.
“This isn’t like the 2008 recession—it’s a new kind of shock,” Dana warns, “caused by government decisions, not just market forces. And it’s hitting nonprofits harder than most expect.” With federal funding like USAID vanishing overnight, entire nonprofit teams are being let go. “We had people with 10-year careers suddenly unemployed, instantly flooding the job market,” she explains.
But it’s not just about job loss—it’s about how organizations and individuals can respond strategically. Dana urges nonprofit leaders to prepare now: streamline hiring strategies, proactively build relationships, and invest in operational resilience. For job seekers, her advice is clear: tailor your resume, keep your online presence updated, and target your applications with laser focus. “Five thoughtful applications are better than twenty generic ones,” she advises.
In today’s chaotic labor environment, many hiring managers are frozen in fear, paralyzed by a rattled economy. Even temporary hiring is down. Yet Dana sees this as an opportunity. “Now is the time to be proactive. Hire for strategy—bring in a temp to build a grant pipeline or kick off a new campaign before the fiscal year resets,” she suggests.
What’s the biggest takeaway for nonprofit leaders? Talk to each other. Share intelligence. Cross-pollinate ideas. “The best information comes from each other,” says Dana. “Let’s stop gatekeeping and start collaborating.”
This episode isn’t just a conversation—it’s a wake-up call. If you lead a nonprofit, manage a team, or are navigating a career pivot, this dialogue is your blueprint for staying ahead of the curve.
#NonprofitWorkforce #LaborTrends2025 #RattledEconomy
Unpacking what it really takes to move from frontline nonprofit roles into independent consulting—with cohosts Tony Beall, Founder of Mr. Nonprofit Consultancy, and Julia Patrick.
If you've ever felt boxed in by one organization, this conversation will challenge your assumptions. From building your personal brand and selecting a niche to navigating ethical landmines and saying “no” to work that doesn’t fit — Tony doesn’t sugarcoat the reality of consulting. He shares how he scaled impact while protecting sanity and why too many consultants chase dollars instead of purpose. Thinking about making the jump? This is your essential primer.
In the dynamics of nonprofit leadership, few challenges loom larger than the compounded weight of natural disasters and abrupt policy changes. Director Jennifer Banks of Your Part-Time Controller delivers a strategic and emotionally grounded perspective on preparing for the unpredictable. Drawing from her front-line experience during the Southern California wildfires, Jennifer guides nonprofit leaders through risk management tactics that go beyond spreadsheets and budgets.
"Risk is just... the likelihood that something bad is going to happen," Jennifer calmly asserts, offering a crucial reframing that invites transparency and proactive planning. Nonprofits across the country have felt the dual pressure of environmental disasters and shifting political mandates. For instance, Executive Order 14173—a federal action targeting DEI efforts—has sent shockwaves through corporate philanthropy, causing organizations to recalibrate their messaging and funding strategies.
Jennifer recounts real-world disruptions, from displaced executive directors to diverted funding streams, showing how interconnected disasters and policy shifts can devastate even the most well-managed organizations. One chilling example: “We had some Fortune 100 companies say, ‘We support your mission, but due to federal contracts, we can’t use DEI language.’” The implications are massive—not just for program funding, but for organizational identity.
To mitigate these pressures, Jennifer recommends regular scenario planning, asset protection strategies (including intangible assets like brand and IP), and a cultural shift toward inclusive financial education within teams. Her advice is both calm and actionable: use this moment of stability, however fleeting, to prepare. That includes stress-testing budgets, securing lines of credit when the balance sheet is strong, and educating all levels of staff about financial realities.
So striking is Jennifer' closing insight—a personal reflection that feels universally true: “You can’t take things for granted... We just can’t get complacent.” Whether grappling with fires or federal funding uncertainties, the message is clear: strategy starts now, not when disaster strikes.
#NonprofitStrategy #CrisisPreparedness #PolicyImpact
this informative discussion of the most misunderstood yet increasingly vital roles in the nonprofit world: interim leadership. Featuring powerhouse guests Joan Brown, Chief Operations Officer at Interim Executives Academy, and Karin Sabey, CEO of Sabey Consulting, the conversation explores why ‘the interim profession is no longer a placeholder, but rather a strategic, transformative force’. From transparent communication with staff to preparing organizations for thoughtful succession, this episode reveals why professional interims aren’t just leaders—they’re lifelines. And if there’s one thing we need in today’s shifting nonprofit landscape, it’s calm within the chaos.
Gone are the days when an “interim” simply kept the lights on. Joan begins with, “We’re at this exciting opportunity to really better define the profession and better define it as a standard of practice.” Interims today are trained professionals who guide organizations through times of transition with precision, empathy, and results-driven methodologies.
Karin paints the role as a “palate cleanser” between leadership tenures, providing organizations with a fresh start—regardless of whether the previous leader left in celebration or crisis. “A long-term leader may have a lot of institutional knowledge stored in their head,” she explains. “An interim helps reset the table for the next leader.”
The duo dig into the details of the importance of methodology and diagnostics, likening it to a toolbox or even a box of Legos. “You can build a house or a spaceship,” says Karin, “depending on what the organization needs.”, pointing out how this kind of customization is key to stabilizing and uplifting organizations during pivotal times.
And what about board understanding? Both Joan and Karin agree—it’s minimal. “Almost no one understands the concept,” Joan shares plainly. But that’s also the opportunity: to educate, align, and inspire boards to embrace what an interim can truly offer. When done right, it’s not just about keeping the ship afloat; it’s about course-correcting, empowering staff, and setting the next leader up for success.
#InterimLeadership #NonprofitStrategy #LeadershipTransitions
In a transformative conversation, Katerina Manoff, visionary founder and CEO of ENGinprogram.org, passionately shares her remarkable journey of creating a groundbreaking grassroots nonprofit. ENGin uniquely pairs Ukrainian learners with volunteers from across the globe through weekly online video interactions, transcending simple language exchanges to foster profound cultural connections and personal growth.
Katerina's compelling narrative reveals how ENGin not only facilitates language acquisition but empowers young Ukrainians, equipping them with crucial skills and cross-cultural competencies essential for their nation’s arduous journey of recovery and reconstruction. Despite the profound challenges presented by an ongoing war, Katerina insists ENGin's mission extends beyond mere survival. With unwavering resolve, she states, "It's not just about surviving; it's about thriving against the odds."
ENGin’s innovative approach disrupts traditional nonprofit dynamics by establishing equitable, mutually beneficial relationships rather than the conventional giver-receiver paradigm. Volunteers themselves become deeply enriched by the experience, gaining cultural insights, meaningful friendships, and improved communication skills. Katerina eloquently captures this unique dynamic: "[Our volunteers] don't feel like they're giving—they feel like they're fighting alongside us."
Demonstrating visionary leadership, Katerina envisions scaling ENGin dramatically from its current 55,000 participants to an ambitious target of one million. Her aspiration is nothing short of transforming an entire generation of Ukrainian youth into fluent, culturally connected global citizens who can actively contribute to rebuilding their homeland. Katerina's passion resonates profoundly, highlighting the incredible potential of virtual connectivity to truly catalyze real-world change, especially in times of adversity.
Throughout the interview, Katerina candidly discusses her personal evolution as a leader, offering invaluable insights into effective nonprofit board development, adaptive management strategies, and the pivotal role of storytelling in securing sustained support. Her strategic clarity and openness to innovation position ENGin as a beacon of hope and resilience within the nonprofit sector.
ENGin stands as a testament to human determination, harnessing the power of technology and global goodwill to overcome barriers and forge transformative bonds. Katerina's visionary work serves as an inspiring blueprint for nonprofits globally, proving that significant social impact can be achieved even amidst adversity and disruption.
#GrassrootsImpact #GlobalConnection #NonprofitInnovation
In an era marked by relentless hustle and external demands, author and nonprofit champion Merle Benny invites nonprofits to pause, reflect, and ignite what she calls "The Sparkle Factor." In a compelling conversation, hosted by Julia Patrick and mindful tech advocate Meico Marquette Whitlock, Merle introduces the transformative idea behind her latest book, Sparkle: Create a Brighter, Stronger Nonprofit. Merle argues passionately that the heart of a successful nonprofit lies not in external marketing prowess, but rather within the happiness, internal communication, and genuine appreciation fostered inside the organization.
Drawing on deep insights gained through extensive experience, Merle explains that "if the organization itself on the inside isn't happy, doesn’t feel good, everyone suffers." This pivotal realization came to her during the isolating times of COVID when many organizations faced unprecedented internal strains. Her exploration uncovered a startling truth: frustration, high turnover, and internal neglect significantly overshadow the crucial, often overlooked, daily victories—what she warmly terms "minor miracles."
"Creating a story culture inside the organization means that everybody gets a chance to share," Merle tells us. She asserts that storytelling isn't merely a tool for external branding; it’s a fundamental internal practice that empowers and energizes teams. Organizations thrive when their members regularly celebrate and share everyday successes, nurturing a vibrant, supportive environment where employees genuinely feel valued.
Co-host Meico complements this viewpoint, highlighting the scientific backing for gratitude and shared appreciation within organizational cultures. "There's an imbalance between the inner and outer work," Meico adds, underscoring that prioritizing internal health directly enhances external effectiveness and longevity.
Merle stresses the significance of clear, inspiring visions to unify teams. Distinct from missions, visions galvanize and energize individuals, aligning them toward a common, emotionally resonant goal. Without this internal alignment and continuous communication, organizations risk becoming fragmented and ineffective.
As Merle puts it succinctly, "Everybody is doing good work, and so much of it is overlooked." By fostering a culture that values these contributions through storytelling, organizations not only enhance internal harmony but simultaneously strengthen their external appeal.
In a sector often overshadowed by stress and burnout, Merle’s powerful message is clear: genuine success and lasting impact come from nurturing the organization's internal sparkle. By adopting her insightful strategies, nonprofits can cultivate healthier, happier workplaces, ultimately leading to stronger, more impactful community outcomes!
When you think about finance in the nonprofit world, does your mind immediately jump to spreadsheets and budget reports? What if we told you that finance could be transformed into a compelling narrative—one that connects numbers to mission impact? That’s exactly what Neil Shah, an experienced interim CFO, is doing with nonprofit financial storytelling.
Neil has spent years in the nonprofit sector, feeling the isolation that many CFOs experience. So, he took action, launching a nonprofit CFO roundtable where finance leaders could collaborate, share challenges, and gain insights from one another. “There aren’t a lot of opportunities for nonprofit CFOs to connect and learn from each other,” Neil shares. “I wanted to create a space where we could problem-solve together.”
One of the biggest challenges in nonprofit finance? Helping leadership and boards understand financial data in a meaningful way. Too often, financial reports become a blur of numbers, leaving stakeholders disconnected from their organization’s financial reality. Neil argues that nonprofit CFOs must go beyond traditional reporting methods: “Financial storytelling is the blend of financial data and narrative—it’s about showing where an organization has been, where it is now, and where it’s going.”
Neil talks about his methodology: By analyzing 10+ years of financial trends and utilizing AI tools, Neil helps organizations spot patterns that may be masked by one-time funding sources, such as PPP loans or emergency grants. Through clear charts, concise presentations, and a focus on only the most critical data points, he empowers nonprofit leaders to make informed strategic decisions.
The magic happens when finance, development, and program teams work in sync, breaking down silos and aligning around a shared financial story. “Finance isn’t just about numbers—it’s about customer service within an organization,” Neil emphasizes. His approach transforms finance from a back-office function into a powerful tool for mission success.
Want to shift how your organization communicates financial data? Check out Neil’s nonprofit CFO roundtable at cfogroups.com and start telling a financial story that inspires action!
#NonprofitFinance #FinancialStorytelling #nonprofitboards
In a world often clouded by complexity, some journeys stand out as beacons of transformation and hope. This is the story of Andrea and Haril Kazindra, two young visionaries whose lives were forever changed by an internship and a friendship in Uganda, sparking the birth of Musana.org, an organization rewriting the rules of charitable giving.
Andrea, just 20 and fresh from Colorado, found herself confronted with harsh realities in a Ugandan orphanage: children starving, stealing, and facing unimaginable hardships. Moved by the shocking discovery of corruption exploiting children's suffering for profit, she knew her path had changed forever. "I called my parents, I told them I'm not coming home—I'm staying to rescue these kids," Andrea shared passionately, and signifying the depth of her commitment.
Meeting Andrea was transformative for Haril, too. He says, "Learning about her compassion and love for these children and wanting to fight for them to have a better life—that's what really touched me the most." Together, they uncovered a staggering truth: 80% of kids in orphanages worldwide aren't orphans but rather products of systemic poverty and exploitation.
Realizing charity alone was insufficient, Andrea proffered, "Charity is not going to develop Africa. Business, enterprise, industry, investing in local people—that’s truly going to create impact.” This philosophy guided their innovative model that has now educated over 8,700 students and provided healthcare to hundreds of thousands of patients through community-built schools and hospitals, driven entirely by locally-generated income.
Their story isn't just one of success—it's a profound reflection on humility and empowerment. Haril shares, "If people can overcome egos and pride, a lot can be accomplished," underscoring their approach of mutual respect, cultural exchange, and local empowerment.
Now, Musana's radical mission addresses root causes of poverty by investing in sustainable enterprise, not dependency. Andrea powerfully re-affirms their core philosophy: "Charity has not developed any country—it’s business, enterprise, and industry that will create lasting change."
The lessons from Musana challenge conventional philanthropy and call us to rethink our approach to global aid, emphasizing dignity, sustainability, and local ownership.
#SocialEnterprise #CommunityEmpowerment #UgandaNonprofits
Nonprofits, the landscape is shifting under your feet, and the urgency to act has never been clearer. Hatsy Cutshall, Director of Government Awards Management at Your Part-Time Controller (YPTC), joined us to deliver an urgent message: communication and clarity are your best defense in these chaotic times. With executive orders rapidly reshaping your funding environment, understanding the roles of federal agencies such as the Office of Management and Budget (OMB) is no longer optional—it's crucial for survival. Hatsy emphasizes, “Never assume that if you've got questions, don't assume one way or the other. Ask those questions because it's better to know up front.” The federal funding landscape is complex, and failure to act proactively can result in detrimental consequences.
Hatsy highlights the critical importance of proactive communication with federal program officers, underscoring their role as partners rather than adversaries. Nonprofits should connect with these officers to clarify expectations, understand legal jargon in contracts, and adapt programs quickly in response to shifting circumstances. According to Hatsy, "Program officers are there to partner with you and help you succeed.”
This chaotic environment doesn’t only affect nonprofits directly receiving federal funds. Hatsy clearly warns that the impact trickles down, influencing state and local funding channels. Every nonprofit is vulnerable. Ignoring the warning signs can lead to missed opportunities, funding losses, and compliance disasters. The time to engage is now. Reach out proactively, communicate clearly, and build strategic relationships with federal program officers who are your allies, not your adversaries!
#NonprofitAlert #FederalFunding
The nonprofit sector is undergoing a seismic shift. More and more rising professionals are being tapped for executive leadership—but are they truly prepared? Enter Brian Quail, an accomplished CEO, consultant, and author of The Ultimate Guide for New Nonprofit CEOs. In this conversation, he unpacks the realities of stepping into nonprofit leadership and why 50% of new CEOs fail within their first eight months on the job!
"Boards don’t know how to onboard new CEOs—and they never will," Brian begins. "That’s not why they were recruited. But what they can do is embrace a framework that ensures success from day one."
His ‘Five Frameworks Approach’ provides an actionable roadmap, from mastering the first 90 days to understanding financials, donor relationships, and board engagement. He also underscores a major leadership gap forming due to 10,000 Baby Boomers turning 65 every day until 2030, leaving a vacuum in leadership.
As Brian points out, “Being a nonprofit CEO isn’t about waiting for a title—it’s about stepping up and leading from the very first day.”
This fast episode is a game-changer for current CEOs, aspiring executives, board members, and leadership teams. If you want to stop the high turnover trend and build resilient leadership, don’t miss Brian’s expert insights.
#NonprofitLeadership #CEOOnboarding #LeadershipSuccess
In 2025’s rapidly shifting employment landscape, adapting gracefully to job changes is vital, especially in the nonprofit sector. We explore the realities and strategies surrounding the recent upheavals in nonprofit employment, particularly in international organizations heavily reliant on government funding, notably USAID, with Katie Warnock, CEO and Founder of Staffing Boutique.
Katie, a seasoned expert who is focused on the staffing challenges in the nonprofit world, shares her insights into the complexities facing many seasoned nonprofit professionals suddenly thrust back into the job market.
With significant budget cuts looming due to recent policy shifts, nonprofits dependent on USAID funding find themselves in turmoil. Katie emphasizes practical strategies for professionals who find themselves unexpectedly job hunting. Updating resumes with quantifiable achievements is paramount—especially for fundraisers. "Monetize your resume," she stresses, reminding candidates that showcasing the financial impacts of their fundraising activities is essential to stand out.
She also strongly advocates leveraging networks, volunteering, and considering temporary or contract positions. "There's not really cons about it unless you need benefits right away," Katie emphasizes, pointing to the practical advantages of temporary roles during uncertain economic times.
This episode will help prepare nonprofit professionals to face and overcome the intimidating reality of job transitions—with empathy and clarity.
In an era where leadership transitions are inevitable yet often overlooked, we’re digging deep into the timely topic of nonprofit succession planning, with two distinguished experts: Randy Brinson and Julia Burns. Together, they unravel the complexities of interim leadership, succession planning, and talent continuity in the nonprofit sector.
The important conversation addresses the urgency of succession planning as a strategic imperative rather than a last-minute scramble. As Julia begins, "Succession planning is having this holistic, thoughtful strategy about your talent pipeline that both makes it effective for today and readies the organization for tomorrow." The duo dismantle the common misconception that succession planning is solely about replacing a CEO. Instead, it is a dynamic, organization-wide process that fosters leadership development and ensures mission continuity.
Randy speaks to the broader scope of leadership transitions, stating, "If we have a cause that our organization is pursuing in the community, the best way for us to sustain success in that cause is to make sure we have a good talent pipeline of the people that we need to achieve that work." The two also tackle the hesitancy among board members to address leadership transitions and highlights the strategic advantage of treating succession as an opportunity rather than a crisis.
Both Randy and Julia provide actionable insights you’ll be able to use, from gathering essential information to fostering a culture of leadership continuity. They also provide info about their upcoming ‘Succession Planning Consultant Boot Camp’, designed to equip consultants and nonprofit leaders with the tools needed to navigate transitions effectively.
If nonprofit sustainability and leadership continuity matter to your organization, this episode is an essential watch. More about Third Sector Company.
#NonprofitLeadership #SuccessionPlanning
Are you ready to transform your nonprofit’s financial future? Host Julia Patrick sits down with Beth Larsen, Vice President of Client Accounting and Advisory Services at JMT Consulting, to demystify financial technology (Fintech) for nonprofits. Fintech often feels overwhelming, but Beth provides a roadmap to help organizations fall in love with technology solutions that streamline operations, enhance financial transparency, and ultimately drive greater mission impact.
Beth acknowledges the fear that often accompanies tech transitions: “Those of us that have been through technology transitions can probably draw upon at least one or two experiences where things did not go well.” But she also reminds us of the possibilities: “Imagine a solution where data is flowing throughout your organization, eliminating manual duplication, and giving you real-time financial insights.”
This episode explores why nonprofits must embrace financial technology, how to integrate departments for smoother transitions, and how to break down the fear associated with change. Beth also highlights the growing demand for nonprofits to provide more data-driven impact reports to funders and stakeholders, making efficient financial systems more critical than ever.
Start your nonprofit’s journey toward financial efficiency and sustainability!
#NonprofitFintech #FinancialInnovation #TechForGood
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