With the pressures on finance and accounting teams’ daily operations, short-term urgencies can easily replace the focus on the mission. This dynamic leaves teams feeling chronically behind or as if they lack capacity to be strategic because they’re just getting by with limited time.  

In this session, attendees will gain concrete tools, strategies, and resources to help their teams refocus on what matters most. We will review examples from other organizations that have successfully managed similar challenges. Fixing chronic operational issues and inefficiencies doesn’t have to be as overwhelming or time-consuming as you might believe. With aligned team members, supportive leadership, and reasonable goals, addressing problems proactively rather than just reacting will give you more time to be a strategic partner to your mission-driven organization.  

Who Should Attend: Individuals who manage or provide financial services for nonprofit organizations, including board treasurers.

Learning Objectives: 

1. Understand and articulate trends impacting nonprofit finance and accounting teams.
2. Identify tools, methods, and resources for overcoming operational challenges.
3. Develop a plan to streamline or transform processes and teams to enable greater focus on mission-based activities. 

This training qualifies for 1.8 CPE credits in Management Services. Please see below for full details on how to earn CPE.

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Participants can earn up to 1.8 CPE credits in Management Services. To be awarded the full credit hours, you must be present for the duration of the training, record your arrival and departure times on the attendance sheet at the registration desk, and participate in the engagement activity.

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• Field of Study: Management Services
• Prerequisites: None
• Advanced Preparation: None
• Training Level: Overview
• Delivery Method: Group Live 

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Refunds (minus a 25% handling charge) are available up to two business days prior to the training. Cancellations received after this time will not be refunded, but you may transfer your registration to another person who can attend. For more information on refunds, cancellations, or questions/concerns, please contact NAO’s Capacity Building Team at [email protected].   

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The Nonprofit Association of Oregon is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Cost

$40 for NAO Members
$60 for Nonmembers

This event is Network Pass eligible.

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