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May 20 @ 1:00 pm - 2:00 pm PDT

Financial Governance: Roles, Responsibilities, and Practice

Understand the financial role of nonprofit board members and how to engage in effective oversight…

Overview

Nonprofit boards play a critical role in financial oversight, yet expectations around this responsibility are not always clearly understood. Join us to explore how board members can more effectively engage in financial governance and support organizational accountability. 

This webinar will focus on the financial roles and responsibilities of nonprofit board members, including how to approach oversight, key questions to ask when reviewing financial information, and practices that support strong financial management and decision-making. 

Topics of Discussion

  • The role of the board in financial governance and oversight 
  • Key financial questions to guide board review and discussion 
  • Understanding financial documents, including budgets and reports 
  • Financial management practices that support accountability and sustainability 

Who Should Attend

This webinar is ideal for current nonprofit board members, individuals considering board service, and nonprofit professionals who want to strengthen their understanding of financial oversight and governance. 

Facilitator

Jennifer Banks, FCA (she/hers)- Director, Your Part-Time Controller (YPTC), LLC 

With over 15 years of nonprofit, private, and public sector accounting experience gained through her work in both the United States and England, Jennifer partners with nonprofit leaders, boards, and finance teams to strengthen financial foundations, improve clarity, and support informed decision‑making. 

Prior to joining YPTC, Jennifer worked at Deloitte as an Assistant Manager in the Charities and Entrepreneurial Business Team. She has held nonprofit finance leadership roles in both England and Southern California and is an active fellowship member of the Institute of Chartered Accountants of England and Wales (ICAEW). Now based in Southern California, Jennifer is passionate about working with the region’s diverse nonprofit community. 

Jennifer regularly shares her perspective through YPTC national webinars, as a guest on The Nonprofit Show, and through training and sector convenings. She enjoys collaborating with colleagues across the nonprofit ecosystem to advance strong governance, financial stewardship, and sustainable mission impact.

COVID Protocols

Masks are not required at this time, but we ask you to be considerate of fellow attendees’ health and comfort and practice mindful social distancing. If you are exhibiting any signs of cold or flu symptoms, please stay at home. We are monitoring developments around COVID-19 and will adjust event guidelines accordingly.