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“finance”
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Mindset Is Not ‘Soft’. It’s Your Organizational Infrastructure!
Mindset as an operational skill for nonprofit leaders is becoming one of the most important conversations in nonprofit management. As burnout, decision fatigue, and constant change impact organizations…
Teaching Less, Learning More: Building a Learning Nonprofit
Nonprofit leadership learning culture is no longer a “nice to have”—it is becoming a business necessity for organizations trying to stay functional, aligned, and mission-ready. This episode is…
Your Gala Isn’t Broken—But Your Process Might Be!
Nonprofits can turn fundraising events into more efficient, donor-friendly, revenue-generating experiences that support long-term growth. Most events are full of potential, but this learning session makes it clear that…
Are Donors Wrong About Nonprofit’s Overhead? The Myth Exposed!
The phrase “overhead myth” still haunts the nonprofit world like a stubborn ghost. Host Julia C. Patrick sits down with Adam Holzberg, Partner and CPA at SAX Advisory…
Conquer Your Nonprofit’s Fintech Fears!
Nonprofits face inevitable financial technology changes—often with fear and resistance. In this vibrant discussion,Co-Hosts Julia Patrick and Sherry Quam Taylor welcome Buu-Linh Tran, Senior Vice President of Financial…
Nonprofit Storytelling With Numbers
Guest expert Angela Coaxum transforms the often-intimidating world of nonprofit financials into a vibrant, engaging conversation about storytelling. With her dynamic approach, Angela, a Regional Director at Your…
Empowering Underrepresented Communities through Advanced Education
Five years ago, Derrick Young, Jr. embarked on a mission to address the lack of diversity in advanced education, particularly in fields like law, medicine, and STEM. Despite…
Nonprofit Board Orientations! (Launching new board members)
Nonprofit Board orientations and leadership in the nonprofit sector with the Director of New Client Experience and Technical Services at Chazin and Company, Michelle Philo. The conversation covers…
Nonprofit Accounting Documentation
The vital role of documentation in nonprofit organizations, providing practical advice and highlights the importance of staying organized and proactive to ensure financial stability and compliance with Beth…
Nonprofit’s Questions (board onboarding and recruitment)
Insights on nonprofit board treasurer selection, post-event practices for charities, board onboarding, and nonprofit board recruitment. Host Julia Patrick welcomes Muhi Khwaja, one of the trainers at the…
Why Nonprofits Need NICRA! (Negotiated Indirect Cost Rate Agreements)
NICRA stands for Negotiated Indirect Cost Rate Agreement. It is a federal U.S. concept related to helping nonprofits document their indirect costs and how they are allocated. Indirect…
Nonprofit Success With Automation! (Doing the Due Diligence)
Alicia Eastvold elaborates on the need for nonprofits to do due diligence when selecting automation tools, including security considerations, and encourages organizations to assess and reassess their automation…