[2-Part Series] Must-Have Training For New And Transitioning Nonprofit

Kim Vaccari, Nonprofit Consultant and a long-term CFO at the largest nonprofit in New York City, will guide you through the critical areas you need to focus on to set up your organization for success.

Sessions Include:

  • Essential Governance Practices
  • Organizational structure
  • Leadership
  • Creating Your Annual Budget
  • Policies and procedures
  • Internal controls
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Training Overview

The ultimate guide for your new nonprofit - Learn the specific steps to sustainability.

From COVID-19 to social injustice, new nonprofits are abounding and others are transitioning to address a myriad of issues. You need to ensure your organization is set up properly, can sustain operations, is structured to receive funding, and has staff members who understand their roles and responsibilities.

You can succeed on a shoestring budget with limited staff if you build a sturdy foundation. Funders will be watching to make sure that your nonprofit is functioning smoothly and is sustainable for the long run.

To help you accomplish these goals and take the right next steps, we invite you to participate in an engaging series of two information-packed webinars:

[2-part series] Essential Training For New And Transitioning Nonprofits

Session 1: Essential Governance Practices

Runtime: 60 minutes (including Q&A)

  • Organizational structure
  • Leadership roles
  • Board responsibilities
  • Policies and procedures
  • Finance
  • Roles and responsibilities
  • Financial policies and procedures
  • Internal controls
  • Financial systems
  • Banking
  • Audited financial statements
  • Legal
  • HR
  • Development

Session 2: Creating Your Annual Budget

Runtime: 60 minutes (including Q&A)

  • Process
  • Templates
  • Reporting
  • Revenues
  • Expenses
  • Scenarios
  • Cash flow
  • Policies and procedures
  • Internal controls
  • Regulatory requirements
  • Risk management
  • Financial systems
Recommended Audience
Who Should Attend?
  • Executive directors
  • Chief executives
  • Financial officers
  • Board members
  • Nonprofit counsel
  • Senior management
  • Managers
  • Human resources professionals
  • Development directors and managers
  • Anyone thinking about starting a nonprofit
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials

Expert Presenter

Kim Vaccari
  • 25 years of experience in the financial industry
  • Founder and President of NFP Advisors LLC, a firm dedicated to serving the nonprofit community
  • Previously CFO for the New York City Economic Development Corporation, CFO for the New Jersey Transit Corporation, and Director of Finance for the New York MTA
  • Worked as a public finance investment banker serving transportation agencies, government entities, and not-for-profits
  • Has presented and written extensively on financial and risk practices for nonprofits