Financial Leadership in Practice (FLIP)

Are you looking for ways to create a financially sustainable organization?

Do you want to more deeply engage your team in the budgeting process and financial decision making?

Would your stakeholders benefit from clearly presented financial data?

If so, then build your financial leadership with FLIP.

FLIP helped educate me and my co-workers about some deeper financial issues in relation to our organization. We are implementing a new financial report to the board so they are better informed about their fiduciary responsibilities and how their leadership helps guide our mission and vision.

Kathy Garstang, Director of Administration, Building Goodness Foundation

In partnership with

Join CNE for an innovative, interactive program that helps leadership use financial systems as an asset for planning strategically and targeting feedback on an organization’s effectiveness, efficiency, and sustainability in creating positive change in our communities. This is what we call Financial Leadership.

In this course participants will:

  • Learn to tie the financial, programmatic, operational, and leadership efforts of the organization together to develop a richer understanding of the organization’s impact to strengthen how financial information is used to support mission-focused decision making.
  • Review strategies that ensure that organizational leaders account for and allocate resources to effectively fulfill mission today while also reinforcing sustainability moving forward.
  • Work with their leadership team and other peers to develop strategies for implementing change, to strengthen the financial systems, processes, and communications that support organizational success.
  • Develop a Financial Leadership Action Plan throughout the seminar, leaving with clear action items and/or next steps to take within the organization(s) they represent

The FLIP workshop helped our Finance department think differently about how to present information related to our budget in a way that doesn’t intimidate or confuse our stakeholders, particularly staff and board members. Historically the budget is perceived by staff as something scary and foreign. Our work in the FLIP workshop helped our organization identify strategies to make the budget a useful, guiding tool.

2017 FLIP Participant

FLIP brings leadership teams together to learn and develop strategies that strengthen the link between the financial process and community impact. Over the course of a 2-day workshop, three 2-hour tutorials, individual organizational coaching, and follow-up group support sessions leadership teams explore frameworks, tools, and plans that foster stronger conversations among board and staff.

Workshop

This two-day workshop covers the core elements of financial leadership as it pertains to strategy and programming, including both theoretical and practical elements.

  • Dates & Times: TBD

Tutorials

Three 2-hour tutorials allow participants the opportunity to engage more deeply with the concepts and tools presented during the 2-day workshop.

  • Dates & Times: TBD

Organizational Coaching

Coaching allows your organization to dig into the most pressing financial issues you are facing. FLIP participants can invite other staff or board members to participate. The coach will meet with the organization for a 1-hour consultation to determine the direction for the more focused 2-hour coaching session.

  • Dates & Times: TBD

Financial Leadership Circle

Join past FLIP participants for the opportunity to share challenges and success, workshop ideas, and get feedback from an experienced facilitator. (FLIP 2019 participants will be invited to join any future Financial Leadership Circle meetings as well.)

The structure and dates for this part of the program have changed. Please contact Program Manager Andrew Robinson, with any questions.

Thanks to the generous support of the CFA Institute the total cost for the program is only $250 per organization.

This in-depth program is for leadership teams of at least 2 individuals (board members, executive directors, senior finance, and program leadership).

Please contact Program Manager, Andrew Robinson, for more information. 

***Because of the extremely discounted nature of this training, FLIP is only available to CNE members. If you are interested in learning more about the additional benefits of CNE membership, contact Membership Manager, Kadi Davis.**