Is Your Finance Function Ready for What’s Next? A Practical Self-Diagnostic for Nonprofits

Webinar Recording

September 3, 2026

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Is your nonprofit finance function ready to support your organization’s current needs and future goals?

This session provides a practical framework for assessing nonprofit financial health and finance operations. Learn how to identify gaps, strengthen financial sustainability, and improve the information available to leadership and the board.

  • Eight key areas to assess include:
  • Financial sustainability and revenue mix
  • Margins, pricing, and cost recovery
  • Liquidity, reserves, and long-term resilience
  • Month-end close and financial reporting
  • Automation and technology
  • People and finance team structure
  • Documentation and processes
  • Information and board reporting

Learn what warning signs to look for and where improvements can help build a more reliable, scalable, and strategic nonprofit finance function.

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Tracy L. Bowers

Outsourced Accounting Services

Managing Director, Cherry Bekaert Advisory LLC

Jason-Sturdevant-Headshot

Jason Sturdevant

Advisory Services

Senior Manager, Cherry Bekaert Advisory LLC

Contributors

Connect With Us

Tracy L. Bowers

Outsourced Accounting Services

Managing Director, Cherry Bekaert Advisory LLC

Jason-Sturdevant-Headshot

Jason Sturdevant

Advisory Services

Senior Manager, Cherry Bekaert Advisory LLC

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