(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy
July 24 @ 8:30 am - 9:20 am
Non Member Rate: $45Event Description
Serving on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit, understand the core responsibilities of governance, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings, engage in philanthropy with intention, support fundraising ethically, and measure impact in ways that strengthen organizational credibility and community trust.
Designed for CPAs and financial leaders who want to make a real difference, this session blends practical frameworks with the real-world expectations of modern nonprofit governance.
Designed For
Objectives
• Evaluate whether a nonprofit board role is the right fit by assessing mission alignment, time commitment, expectations, and personal readiness.
• Understand and operate within the core board responsibilities, including oversight, fiduciary duties, and strategic guidance.
• Build strong partnerships with the CEO/Executive Director through clarity, trust, and shared expectations.
• Contribute beyond meetings by adding value through committees, expertise, advocacy, and strategic support.
• Engage in philanthropy with intention as a donor, ambassador, and steward of mission integrity.
• Support fundraising confidently and ethically, aligning requests with organizational values and donor trust.
• Measure and communicate impact using clear metrics, storytelling, and financial insight.
