Beyond the Status Quo: Building a Modern Finance Function for Charities & NPOs

Original Broadcast Date: November 6, 2025

Summary: Today’s charities face growing financial pressures – from shifting funding models to rising accountability demands. The old way of doing finance isn’t enough. This webinar, presented in partnership with Charity Village, explores why nonprofit leaders must strategically invest in their finance function to drive visibility, speed, and governance. It also features a client success story that shows how one organization transformed its financial operations, proving that more innovative finance doesn’t have to come at the expense of sustainability.

Learning Objectives

After watching this webinar, you will be able to:

•Understand the Necessity of Modernization: Recognize the risks of relying on traditional financial models (volatile funding, lack of transparency) and how a modern finance function becomes a strategic backbone.

•Clarify Roles for Efficiency: Distinguish between the strategic oversight role of the Board and the execution role of Management, and understand the evolving, strategic role of the CFO.

•Implement Modern Controls: Identify and implement the key financial policies and controls necessary for the digital age, including cybersecurity and smart approval workflows.

•Leverage Fractional Expertise: Determine when and how to bring in high-level, part-time financial expertise (Fractional Controller or CFO) to guide digital transformation and strategic growth.

•Apply the Roadmap: Utilize the practical implementation roadmap and assessment tool to determine your organization’s current financial standing and identify your next steps toward modernization.

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