Solving the Mysteries of the Board Treasurer Role (with Chazin & Company)

If you’ve ever wondered how a Board Treasurer can excel in his/her position, this session with Chazin & Company’s accounting expert, Jackie McLaughlin, is for you. Jackie knows how to solve the mysteries of the Board Treasurer role and help you get to the next level with effective Board financial stewardship!

Presentation Slides

Like this resource? Stay in the loop with new ones coming soon!

You may also be interested in…

Finish Strong: How to End the Year & Maximize December Donations

Finish Strong: How to End the Year & Maximize December Donations

All Fundraising

Lunch & Learn: Prepping & Strategizing for This Year’s Giving Tuesday

Lunch & Learn: Prepping & Strategizing for This Year’s Giving Tuesday

All Fundraising, Lunch & Learns

Raising Major Gifts: Lessons Learned from Major Donor Interviews

Raising Major Gifts: Lessons Learned from Major Donor Interviews

All Fundraising, Major Gifts

From Story Gathering to Storytelling: Crafting Narratives that Inspire Donors

From Story Gathering to Storytelling: Crafting Narratives that Inspire Donors

Marketing, Messaging

Lunch & Learn: Create a Welcome Series that Engages New Partners

Lunch & Learn: Create a Welcome Series that Engages New Partners

All Fundraising, Lunch & Learns

How To: Build Your Monthly Donor Giving Program for Sustainability & Impact

How To: Build Your Monthly Donor Giving Program for Sustainability & Impact

All Fundraising, How To:, Monthly Gifts

Small Budget, Big Impact: Direct Mail Strategies for Year-End & Year-Round Fundraising

Small Budget, Big Impact: Direct Mail Strategies for Year-End & Year-Round Fundraising

All Fundraising, Direct Mail, Marketing

Solving the Mysteries of the Board Treasurer Role (with Chazin & Company)

Solving the Mysteries of the Board Treasurer Role (with Chazin & Company)

Lunch & Learn: Effective Boards: Board Committees that Work

Lunch & Learn: Effective Boards: Board Committees that Work

Boards, Lunch & Learns

A Conversation with Colonel Lee Alton about Major Gifts & the Stand By You Foundation

A Conversation with Colonel Lee Alton about Major Gifts & the Stand By You Foundation

All Fundraising, Conversations, Grant Writing, Major Gifts

A Conversation with Michelle Marie about Gifts, Grants & Giving Hope Worldwide

A Conversation with Michelle Marie about Gifts, Grants & Giving Hope Worldwide

All Fundraising, Conversations, Grant Writing, Major Gifts

A Conversation with Mark Handy about a Major Gift Giving Journey

A Conversation with Mark Handy about a Major Gift Giving Journey

All Fundraising, Conversations, Grant Writing, Major Gifts

Board Success: The Critical Role of Recruiting & Orienting New Members

Board Success: The Critical Role of Recruiting & Orienting New Members

The Board’s Role in Fundraising: Set Up, Show Up, Follow Up

The Board’s Role in Fundraising: Set Up, Show Up, Follow Up

All Fundraising, Boards

Accelerate Your Social Media Efforts with Practical Tools & Tips

Accelerate Your Social Media Efforts with Practical Tools & Tips

Marketing, Messaging, Social Media

Raising Major Gifts: A 4-Step Proven Plan (The Focus Group)

Raising Major Gifts: A 4-Step Proven Plan (The Focus Group)

All Fundraising, Major Gifts

Unleashing ChatGPT’s Power: Using Artificial Intelligence for Good

Unleashing ChatGPT’s Power: Using Artificial Intelligence for Good

Marketing, Messaging, Social Media

Lunch & Learn: Celebrating Thankuary: Donor Love & Appreciation at Its Best

Lunch & Learn: Celebrating Thankuary: Donor Love & Appreciation at Its Best

All Fundraising, Lunch & Learns

Leadership Rhythms: Noticing & Nurturing Your Practices & Habits

Leadership Rhythms: Noticing & Nurturing Your Practices & Habits

Grounded & Struggling: Your Ministry Without the Leadership Rocket

Grounded & Struggling: Your Ministry Without the Leadership Rocket

Go 60: What Fundraising Should Look Like in the Last 2 Months of the Year

Go 60: What Fundraising Should Look Like in the Last 2 Months of the Year

All Fundraising

Lunch and Learn: Calls to Action (CTA) that Move Your People!

Lunch and Learn: Calls to Action (CTA) that Move Your People!

All Fundraising, Lunch & Learns

Discerning Desire: What Do I Really Want as I Lead & Serve?

Discerning Desire: What Do I Really Want as I Lead & Serve?

9 Post-Covid Fundraising Trends & Practices to Know and Implement

9 Post-Covid Fundraising Trends & Practices to Know and Implement

All Fundraising

A Conversation with Katie O’Dell & Jonathan Sanborn about Collaboration

A Conversation with Katie O’Dell & Jonathan Sanborn about Collaboration

Conversations, Leadership

The Essential Relationship: Board Chair, Executive Director & Your Ministry

The Essential Relationship: Board Chair, Executive Director & Your Ministry

Lunch & Learn: Optimizing Giving Pages & Donation Forms

Lunch & Learn: Optimizing Giving Pages & Donation Forms

All Fundraising, Lunch & Learns

Leadership Lessons from the Sermon on the Mount: Release, Receive & Rest

Leadership Lessons from the Sermon on the Mount: Release, Receive & Rest

The Case for Support: 10 Elements to Make It Stick & Click (The Focus Group)

The Case for Support: 10 Elements to Make It Stick & Click (The Focus Group)

All Fundraising, Major Gifts, Messaging

Boost Your Board: Governance, Fundraising and Avoiding Big Mistakes

Boost Your Board: Governance, Fundraising and Avoiding Big Mistakes

Build Your First (or Second) Year-End Giving Campaign in 6 Easy Steps

Build Your First (or Second) Year-End Giving Campaign in 6 Easy Steps

All Fundraising

Courageous Leadership 2: 7 More Things Great Leaders Do to Change Their Organizations

Courageous Leadership 2: 7 More Things Great Leaders Do to Change Their Organizations

Themes From 500 Coaching Sessions: A Roundtable Discussion

Themes From 500 Coaching Sessions: A Roundtable Discussion

All Fundraising, Leadership

Keys to Resiliency: How to Sustain Your Soul as a Leader & Thrive in a Chaotic World

Keys to Resiliency: How to Sustain Your Soul as a Leader & Thrive in a Chaotic World

Leadership: The Art of Leading, Serving and Supervising

Leadership: The Art of Leading, Serving and Supervising

Leadership: Spiritual Practices for Health, Vigor & Vitality

Leadership: Spiritual Practices for Health, Vigor & Vitality

Impact: How to Measure It, Manage It, and Report on It in Real Time

Impact: How to Measure It, Manage It, and Report on It in Real Time

Get Fully Funded: The Ins and Outs of Personal Support Raising

Get Fully Funded: The Ins and Outs of Personal Support Raising

All Fundraising, Personal Support Raising

Get Grant Ready: Research, Relationships, Writing and More!

Get Grant Ready: Research, Relationships, Writing and More!

All Fundraising, Grant Writing

Decision-Making Through Discernment: A Proven God-Centered Approach

Decision-Making Through Discernment: A Proven God-Centered Approach

Fundraising: Where It’s Been, Where It’s Going and Where We Need to Be

Fundraising: Where It’s Been, Where It’s Going and Where We Need to Be

All Fundraising

A Conversation with Jason Law about Measuring & Reporting on Impact

A Conversation with Jason Law about Measuring & Reporting on Impact

All Fundraising, Conversations, Leadership

From Social Caterpillar to Social Butterfly: Multiply Your Social Media Effectiveness

From Social Caterpillar to Social Butterfly: Multiply Your Social Media Effectiveness

Marketing, Messaging, Social Media

Your Nonprofit & A Wildly Successful Major Gifts Program

Your Nonprofit & A Wildly Successful Major Gifts Program

All Fundraising, Major Gifts

A Conversation with Gabe Cooper about Major Gifts & Responsive Fundraising

A Conversation with Gabe Cooper about Major Gifts & Responsive Fundraising

All Fundraising, Conversations, Major Gifts

Emotional Intelligence: A Gospel-Centered Understanding & Approach

Emotional Intelligence: A Gospel-Centered Understanding & Approach

The Leadership Crucible & You: The 6 Essential Elements of Authentic Leadership

The Leadership Crucible & You: The 6 Essential Elements of Authentic Leadership

Enneagram 2.0: How Your Number Should Inform Your Leadership

Enneagram 2.0: How Your Number Should Inform Your Leadership

Enneagram 1.0: Better Understanding Yourself & God’s Design for You

Enneagram 1.0: Better Understanding Yourself & God’s Design for You

Courageous Leadership 1: The 7 Things Great Leaders Do to Change Their Organizations

Courageous Leadership 1: The 7 Things Great Leaders Do to Change Their Organizations

6 Leaders, 5 Years, $2.7m Growth: A Roundtable Discussion

6 Leaders, 5 Years, $2.7m Growth: A Roundtable Discussion

All Fundraising, Leadership

Crafting Your Missional One-Sheet for Messaging & Fundraising

Crafting Your Missional One-Sheet for Messaging & Fundraising

All Fundraising, Messaging

Responsive Fundraising: 6 Strategies to Implement During Covid-19

Responsive Fundraising: 6 Strategies to Implement During Covid-19

All Fundraising

Arizona State Tax Credit Program – Details & Application Link

Arizona State Tax Credit Program – Details & Application Link

All Downloadable

Worksheet: Finish Strong – How to Maximize December Donations

Worksheet: Finish Strong – How to Maximize December Donations

All Downloadable, All Fundraising

Strategic Planning: A Day Spent with House of Refuge Sunnyslope

Strategic Planning: A Day Spent with House of Refuge Sunnyslope

All Downloadable, Strategic Planning

Strategic Planning: 5 Steps to Forming and Leading Your Strategic Planning Team

Strategic Planning: 5 Steps to Forming and Leading Your Strategic Planning Team

All Downloadable, Strategic Planning

Major Gifts: 6 Questions for Tracking Major Gifts & Taking Next Steps

Major Gifts: 6 Questions for Tracking Major Gifts & Taking Next Steps

All Downloadable, All Fundraising, Major Gifts

Major Gifts: Planning Your Project & Identifying the Right Partners

Major Gifts: Planning Your Project & Identifying the Right Partners

All Downloadable, All Fundraising, Major Gifts

Monthly Gifts: 9 Steps to Building Your Monthly Giving Program

Monthly Gifts: 9 Steps to Building Your Monthly Giving Program

All Downloadable, All Fundraising, Monthly Gifts

Messaging: 4 Steps to Crafting Your Missional One-Sheet

Messaging: 4 Steps to Crafting Your Missional One-Sheet

All Downloadable, Messaging

Donor Acquisition: Setting Goals & Planning Strategic Next Steps

Donor Acquisition: Setting Goals & Planning Strategic Next Steps

All Downloadable, All Fundraising, Donor Acquisition

Marketing: 10 Ministry Leaders Share Goals & Best Practices

Marketing: 10 Ministry Leaders Share Goals & Best Practices

All Downloadable, Marketing

Sample Employee Handbook (2018 version, editable for your use)

Sample Employee Handbook (2018 version, editable for your use)

All Downloadable

Tools For Growing Your Nonprofit – Graphic Design, Donor Management & More

Tools For Growing Your Nonprofit – Graphic Design, Donor Management & More

All Downloadable

Template: Board Policy Manual (used with permission from The Andringa Group)

Template: Board Policy Manual (used with permission from The Andringa Group)

All Downloadable, Boards

Template: Board Member Affirmation, Commitment & Responsibilities

Template: Board Member Affirmation, Commitment & Responsibilities

All Downloadable, Boards

Giving Pages & Donation Forms: A Free Guide & Real Ministry Examples

Giving Pages & Donation Forms: A Free Guide & Real Ministry Examples

All Downloadable

Sample: Major Gift Investments for Growth & Expansion

Sample: Major Gift Investments for Growth & Expansion

All Downloadable, Major Gifts

Template: Employee Handbook Acknowledgment (editable for your use)

Template: Employee Handbook Acknowledgment (editable for your use)

All Downloadable, All Fundraising

Recommended Nonprofit Insurance Providers, Agents & Companies

Recommended Nonprofit Insurance Providers, Agents & Companies

All Downloadable

Nonprofit Board Management: Choosing the Right Tool for Your Team

Nonprofit Board Management: Choosing the Right Tool for Your Team

All Downloadable, Boards

Template: Board Committee Member Agreement & Responsibilities

Template: Board Committee Member Agreement & Responsibilities

All Downloadable, Boards

Template: Board Committee Discussion Sheet & Charter (editable for your use)

Template: Board Committee Discussion Sheet & Charter (editable for your use)

All Downloadable, Boards

5 Truths for Understanding and Forming Board Committees

5 Truths for Understanding and Forming Board Committees

All Downloadable, Boards

5 Steps to Creating Your Ministry’s Board Policy Manual

5 Steps to Creating Your Ministry’s Board Policy Manual

All Downloadable, Boards

5 Models of Non-profit Board Leadership (R. Terrence Jackson, 2004)

5 Models of Non-profit Board Leadership (R. Terrence Jackson, 2004)

All Downloadable, Boards

Creating Organizational Vision & Mission Statements: Next Steps & Ministry Examples

Creating Organizational Vision & Mission Statements: Next Steps & Ministry Examples

All Downloadable, Leadership

75 Year-End Fundraising Email Subject Lines to Improve Open & Read Rates

75 Year-End Fundraising Email Subject Lines to Improve Open & Read Rates

All Downloadable, All Fundraising, Messaging

Fundraising Strategies to Consider for Growth & Sustainability

Fundraising Strategies to Consider for Growth & Sustainability

All Downloadable, All Fundraising

Should I Start a Non-profit: Considering Next Steps Including Fiscal Sponsorship

Should I Start a Non-profit: Considering Next Steps Including Fiscal Sponsorship

All Downloadable

Nonprofit Bylaws Review Checklist (Provided by The Andringa Group)

Nonprofit Bylaws Review Checklist (Provided by The Andringa Group)

All Downloadable, Boards

Nonprofit Bylaws: Words Matter! (An Article by Bob Andringa & Bob Brown)

Nonprofit Bylaws: Words Matter! (An Article by Bob Andringa & Bob Brown)

All Downloadable, Boards

Leadership 101: An Interview with Dr. Jonathan Roe by a GCU Student

Leadership 101: An Interview with Dr. Jonathan Roe by a GCU Student

All Downloadable, Conversations, Leadership

Preparing a Case Statement – 10 Key Elements (Provided by The Focus Group)

Preparing a Case Statement – 10 Key Elements (Provided by The Focus Group)

All Downloadable, All Fundraising, Major Gifts, Messaging

Sample: A Case Statement for Joppa Ministries (Provided by The Focus Group)

Sample: A Case Statement for Joppa Ministries (Provided by The Focus Group)

All Downloadable, All Fundraising, Major Gifts, Messaging