Outdated systems making things harder than they need to be? Sam and Daniel walk through the three areas every nonprofit should look at—tech, workflow, and team—to figure out what’s slowing you down and how to fix it. You’ll walk away with clear next steps on a better path forward.

What You’ll Learn:

• Tech That Works for You: Why legacy systems hold you back—and how platforms like QuickBooks Online or Sage Intacct can streamline operations.
• Smarter Workflows: Spotting bottlenecks, reducing redundancy, and switching from checks to ACH to save time and reduce risk.
• Leading Through Change: How strong leadership and cultural buy-in help teams embrace modernization instead of fear it.
• Getting Unstuck: When to bring in outside help, how to prioritize changes, and why sustainable improvements beat disruptive overhauls.

Schedule a Consultation: https://www.cfoleverage.com/contact/

Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/

Are potential federal grant changes putting your nonprofit’s financial stability at risk? In this episode, Sam and Daniel discuss how executive directors and board chairs can navigate recent policy news to build long-term financial resilience. Learn proactive strategies to protect your nonprofit’s mission and maintain financial health.

What You’ll Learn:

• Federal Grant Volatility & Your Nonprofit: Navigating potential political shifts, understanding funding cycles, and mitigating grant risks.
• Cash Flow Management: Maintaining reserves, securing access to credit, and planning for reimbursement delays.
• Financial Resilience at the Board Level: Diversifying funding, spotting financial red flags, and strengthening oversight.
• Fundraising & Donor Engagement: Engaging major donors, improving banking relationships, and expanding funding sources.
• Crisis Planning & Risk Management: Preparing for funding gaps, communicating with your board, and making data-driven decisions.

Schedule a Consultation: https://www.cfoleverage.com/contact/

Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/

Are financial controls a challenge for your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can strengthen their financial foundation by implementing best practices and leveraging the right tools to prevent fraud, improve efficiency, and support long-term success.

What You’ll Learn:
- Overcoming Financial Challenges: Address common obstacles nonprofits face, from fraud risks to unorganized finances.
- Using Financial Controls: Discover how nonprofits can implement controls like segregation of duties and automated approvals.
- Budgeting for Success: Learn how to use budgets effectively to align spending with organizational priorities.
- Technology & Tools: Explore solutions like Bill.com, online fundraising platforms, and banking tools that improve efficiency.
- Financial Growth & Compliance: Learn when nonprofits prioritize financial controls and how strong systems drive long-term success.

Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact.

Schedule a Consultation: https://www.cfoleverage.com/contact/

Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/