• All lessons and tools
• Updated lessons and tools

• Chat board - ask Betty or your peers questions to strengthen your finance leadership skills
• Reminders of Ask an Expert Sessions
• Check-in to see new promotions and offers
• Site maintenance news

1. Merging Missions, Part 1 of 6 – Tips and Insights 
2. Merging Missions, Part 2 of 6 - Deciding on Legal, Governance and Operating Models
3. Merging Missions, Part 3 of 6 - Cost Benefit Analysis of Integrations
4. Preparing for Tough Times: Financial Emergency Preparedness (guide with templates and exercises)
5. Financial Ratios Excel Worksheet and Template Example
6. Top 10 Cost Containment Do's and Don'ts (discussion guide, and checklist)
7. Spotlight on Future Proofing: How Backcasting Can Stimulate Resilience (discussion guide and exercises) 
8. Using Foresight to Framing Futures Conversations for Financial Resilience>>Using Foresight to Frame Conversations About the Future and Financial Resilience

1. Reserve Strategy Discussion Primer
2. The Statement of Financial Position (Balance Sheet) is Confusing - How to Clean It Up
3. Future Proofing Your Nonprofit: Blending Foresight and Financial Scenario Planning
4. Which Reports Should the Treasurer Review and Deliver?
5. When Mixing Restricted Funds Goes Wrong: Staying Compliant and Building Credibility – Checklist for Managing Restricted funds
6. A New Look at How to Write Financial Narratives: Does Talking to Your Dog Help to Explain Financial Statements
7. Rethinking Reserves: A Risk, Insurance and Opportunity-Based Approach for Nonprofit Leaders
8. Business Model Narrative Spotlight Example

1. Audited Financial Statement Cheat Sheet
2. RFP: Auditing Services and Sample Interview Questions for the Auditor
3. Automating Bookkeeping and Accounting: Why, Who, What, When, Where and How
4. Finance Accounting and Bookkeeping Job Assessment Guide and Tool
5. Sample Treasurer Position Profile Description
6. Finance Accounting and Bookkeeping Functions
7. Internal Controls Check List
8. Investment Committee Terms of Reference and Policy Primer
9. Finance and Audit Committee Work Plan Progress Tracker
10. Questions Board Members Should Ask About Financial Trends
11. Draft Terms of Reference - Restructuring and Resilience Committee
12. Questions Board Members Should Ask at Meetings (regarding finance)
13. Questions Board Members Should Ask About the Proposed Annual Budget
14. Business Model Narrative Guide and Template

1. Best Practices Guide - Budgeting and Costing
2. Annual Budget Narrative Template 
3. Budgeting and Financial Reporting
4. Governance Finance Responsibilities Policy, Template and Guide (Updated!)
5. Finance Related Job Functions RASCI Tool Template, Exercise and Guide
6. Finance and Audit Committee Work Plan
7. Finance Committee Sample Terms of Reference and Best Practices
8. Audit Committee Sample Terms of Reference and Best Practices
9. How to Write a Financial Narrative
10. Scenario Planning and Cash Flow Management
11. Excel Template - Statement of Operations
12. Excel Template - Semi-Annual Financial Trends Analysis (Deep Dive)
13. Excel Template - Reserve Strategy
14. Excel Template - Scenario Planning
15. Excel - Cash Flow Forecast Template
16. Guide - Nonprofit Business Model
17. Policy Template - Operating Reserves
18. 20 Discussions Board Members Should Have
19. Nonprofit Financial Ratios and KPIs
20. Integrate Finance with Strategic Planning
21. Make Good Restructuring Decisions
22. Finance Leadership Checklist
23. Finance Leadership Work Plan

• Exclusive invites to Ask an Expert Anything sessions

Session topics typically have included:

• Updates on proposed changes to the Accounting Standards for Not-for-Profit Organizations (ASNPO)
• Ask anything about your organization's audited financial statements
• Demystifying Accounting Terms
• Managing a wind down and closure of an organization 
• Open questions about the ASNPO

• Time-limited offer held once annually to allow your co-workers to register in the Finance Masterclass for 50% off.
• This offer is only for annual members of the finance community.
• Please feel free to email me if you have any questions.