Skip to content

About This Resource

This session was part of the 2022-2023 Get Audit & Credit Ready CE Series

This workshop focuses on key concepts and best practices in financial performance management. We’ll explore the types of financial reports that should be generated and discuss how to identify and analyze key information contained in the reports. 

We will also introduce the concept of dashboard reporting and explore strategies for improved communication across functions with the goal of building a “team around the numbers” focused on financial results. 

Key concepts include: 

  • Financial reporting best practices for board, leadership, and staff  
  • Strategies for improved communication across functions

Audience: This session is designed for CEOs, Executive Directors who do not have have senior finance staff; Finance Managers/Directors, Senior Accountants, and CFOs.

Below is the session recording and accompanying materials

About BDO

At BDO, we are providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual. To continue their critical work, nonprofits need to navigate challenges of their own: Budgetary constraints, complex federal funding, compliance, technology, donor stewardship and evolving constituent needs are only some of the hurdles they face. We tailor approaches to help organizations maintain a nonprofit heart and business mindset, so they can improve financial and operational health while expanding their impact.