Nonprofit board members have a critical responsibility to ensure strong financial oversight—and that starts with understanding key compliance documents. This session, led by accounting professionals Matt Burke and Tania Quigley, will walk board members and executives through the financial lens of governance.

Participants will learn how to:
• Read and interpret the IRS Form 990 from a board perspective
• Understand which officers should be listed and why it matters
• Review and maintain accurate, audit-ready board meeting minutes
• Evaluate internal financial reports and dashboards for effective decision-making
• Understand CPA-prepared financial statements and how to ask the right questions
• Provide oversight of the organizational budget process
• Strengthen board engagement in financial accountability and risk management

Whether you’re reviewing budgets, signing off on filings, or sitting in board meetings, understanding your financial responsibilities is essential to effective leadership and compliance.

Key topics covered in this video include:

• The significance of board engagement: Learn why an engaged board is vital for your nonprofit’s success and how it can drive mission clarity and strategic oversight.
• Governance vs. management: Understand the critical distinction and how to steer clear of common pitfalls that can divert focus from strategic governance to mundane operational details.
• Five key objectives for high-performing boards: Discover actionable insights on clarifying roles, fostering strategic thinking, strengthening financial oversight, building collaboration, and ensuring mission alignment in every decision.
• Engaging strategies: Explore innovative techniques to boost board member participation, including discussion prompts, mission moments, and committee structures that enhance collaborative decision-making.
• The board-executive director relationship: Gain insights into fostering a productive partnership that empowers leadership while maintaining strategic oversight.

By the end of this session, you will walk away with practical ideas to implement at your next board meeting, transforming passive members into active contributors dedicated to your nonprofit’s mission. Join us on this journey to elevate your board’s effectiveness and impact.

Board Articles:

Board Member Video Tips:

Board Resources:

Nonprofit Board Training 2024

Join Ken Cerini and Tania Quigley for this informative webinar on Board training. In this Webinar we will cover:

1.) The Changing Dynamics of a Nonprofit Board – Boards today are evolving from traditional, hierarchical models to more diverse, flexible, and inclusive structures. Modern boards are expected to be more engaged, proactive, and aligned with the communities they serve. Technology and virtual collaboration are transforming how boards operate, increasing the need for transparency and adaptability.

2.) Recruiting New Board Members with a DEIA Focus – Effective boards reflect the diversity of the communities they serve. Recruitment should prioritize diversity, equity, inclusion, and accessibility (DEIA) by setting clear goals and building connections with underrepresented groups. It’s also essential to recruit younger members who bring fresh perspectives, digital expertise, and a commitment to transparency and innovation. This can be achieved by offering mentorship opportunities, flexible meeting structures, and early involvement in decision-making.

3.) Board Responsibilities & Risk Governance – Boards provide strategic oversight, ensuring mission alignment, financial stability, legal compliance, and risk management. This includes addressing cybersecurity, reputational risks, and leadership succession. They also support fundraising and donor relationships while upholding transparency, accountability, and ethical governance.

On October 13, 2022, Ken Cerini and Tania Quigley held an informative webinar on Board training. In this Webinar we covered:
– The current nonprofit landscape
– Board Responsibilities
– Building a Stronger Board
– Board Structure