The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:
Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.
This workshop provides an overview of the Standards for Excellence® with a specific focus on Finance and Operations.
In order to fulfill their missions most effectively, nonprofits must have sound financial and operational systems in place and should ensure that accurate records are kept. The organization’s financial and non-financial resources must be used in furtherance of tax-exempt purposes. Organizations should conduct periodic reviews to address accuracy and transparency of financial and operational reporting, in addition to establishing safeguards to protect the integrity of the reporting systems.
Topics covered include:
Learning objectives for this session include:
Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.
This particular session is appropriate for Executive Directors, Board Chairs, Treasurers/Finance Committee Chairs, CFOs and Finance staff.
The Nonprofit Partnership - The Susan Hirt Hagen Center for Transformational Philanthropy, 609 Walnut St., Erie, PA 16502