New Year, Stellar Board: Key Financial Information for Nonprofit Boards
Ready to set your nonprofit board up for a great year? Join us to learn how to support the onboarding and ongoing engagement of successful board members—even those new to financial statements. In this session, we will examine best practices for board education and onboarding, clarify financial reporting, and empower your board to make informed decisions. Through real-world case studies, we’ll also illustrate ways to effectively convey a financial message to engage your board.
Who Should Attend: Nonprofit executive leaders, board members, and individuals who manage or provide financial services for nonprofit organizations.
Learning Objectives:
- Assess and strengthen board members’ financial literacy through targeted onboarding and education.
- Clarify the board’s role in financial oversight, including annual review of internal controls, key policies, and relevant KPIs.
- Communicate the financial story using clear, engaging presentation methods to support informed board decisions.
Participants will earn 1.0 CPE credit in Specialized Knowledge.
To receive credit, attendees must respond to the required number of pop-up questions asked during the program. Once registered, you will automatically receive access to the webcast recording and, if you qualified for CPE, have the ability to download your certificate.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Specialized Knowledge
Refunds and Cancellations: There is no fee to attend this program. In the rare event that YPTC needs to cancel the webinar due to circumstances beyond our control, all registrants will be notified via email and provided with alternative dates the program will be offered. For more information regarding refund, complaint, and program cancellation policies, please visit https://www.yptc.com/training-policies/
Your Part-Time Controller, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Speakers:
Ellie Hume
Director, Your Part-Time Controller, LLC
Ellie Hume is YPTC’s North/Northeast Regional Director and provides support to several physical offices in the region while also seeking out new opportunities to open additional YPTC offices across the country. Ms. Hume has been working with non-profit and governmental organizations to build stronger accounting departments for nearly 25 years and takes pride in helping nonprofits reach financial management nirvana through best accounting practices and strong fiscal governance. Ellie lives in Long Island, NY, with her husband and is an active member of the AICPA, NYSSCPA, COCPA, and ICPA. She also serves on the NYSSCPA’s Not-for-Profit Organizations, the COCPA Not-for-Profit Working Committee, and is a frequent speaker with many nonprofit-focused organizations across the region. Ms. Hume has also appeared on several of YPTC’s national webinars and is a regular co-host of The Nonprofit Show national broadcast. She also sits on the Board as Treasurer and is a member of the Finance and Executive Committees for BoardStrong, a nonprofit that is dedicated to developing strong, effective boards, as well as provides a nationwide matching platform connecting nonprofit boards and individuals who wish to serve.
Deanna Peterson
Director, Your Part-Time Controller, LLC
Deanna Peterson,CPA, serves as YPTC’s Nonprofit Specializations Director, leading a national team of subject matter experts who support the unique needs of various nonprofit sub-sectors. In this role, she drives strategic initiatives and ensures that YPTC’s clients benefit from deep, mission-aligned expertise. Since joining YPTC in 2019, Deanna has held several leadership roles, including Phoenix Market Leader, where she oversaw client service and staff development across Arizona and New Mexico. Her background includes over 20 years of accounting experience spanning Big 4 public accounting, nonprofit controllership, and consulting. Deanna is a frequent speaker and trainer at nonprofit leadership conferences, including AZ Impact for Good, the Northern Arizona Nonprofit Leadership Summit, and more! She holds both a Bachelor of Arts in Accounting and a Master of Professional Accounting from the University of Washington and has been a licensed CPA since 2006.