1. Simplifying Nonprofit Financials: Understanding and Assigning Different Management Roles

Simplifying Nonprofit Financials: Understanding and Assigning Different Management Roles

Simplifying Nonprofit Financials: Understanding and Assigning Different Management Roles
Event ID: 40106
Session ID: 14076

Duration: 90 minutes including question and answer session.
Presenter(s): Chris Martinez, executive director JDRF, Nonprofit Consultant Social Return Consulting
Price: $299.00, 
On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? Board members, CEOs, executive directors, financial staff, volunteer managers, program managers, nonprofit leaders, community liaisons, funders, supervisors, and key staff

Knowing financial information about your nonprofit is not enough. In fact, even if you have a great finance person in your organization it takes everyone to truly run a smooth (and compliant) ship. Having a fully effective team in regards to finance (and many other things for that matter), means educating everyone and getting people into the right roles. This webinar is designed to help you determine who on the team should be doing what and what controls are needed to help them be successful.

Please join Chris Martinez as we define and simplify nonprofit finance roles and dive into the responsibilities and purpose of each as well as tactics to coach these important positions. Learn basic terms, tools and applications for monitoring and improving your organization’s overall performance by understanding the different positions and the types of people you want to lead those responsibilities so everyone’s job is easier and more rewarding.


Just a sampling of what this webinar will cover:

  • An overview of the various roles in finance
  • The responsibilities of each role
  • Tactics for clear and simple interaction between these various positions
  • Form 990
  • Fiduciary responsibilities of board and staff and how to manage overlap
  • Finance decisions
  • Potential Committee structure
  • Finance as it relates to fundraising
  • Finance as it relates to the public
  • Basic controls
  • How good finance can lead to revenue


Your conference leader for “Simplifying Nonprofit Financials: Understanding and Assigning Different Management Roles” is Chris Martinez. Chris is a current executive director and has served as a consultant, trainer and speaker for nonprofits throughout the U.S. His nonprofit experience spans more than 15 years and includes senior executive and leadership positions with healthcare, education, military and social services programs. Chris has been a national director for a program that mobilized thousands of military and civilian veterans across the country in just three short years. Chris has been the chief development officer for a $90MM social services agency and managed multi-campus educational programs across state lines. Chris has served as an elected volunteer for the Board of Education for Ferguson, MO and each year leads his family of 5 in community service projects on their annual summer vacation – volunteering in each city they stop while on their “vacation for Good”. Chris has overseen over 1500 commercial and nonprofit events and has spoken alongside former Secretary of Education Arne Duncan, and president of the Target Foundation Laysha Ward, among others. Chris holds a master in international business from Saint Louis University and certification in nonprofit administration from Georgetown University. Chris is a believer in social profit.

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