Events & Resources

Successfully Navigating a CFO Transition

Panic. That’s the sound often heard in the voice of a nonprofit CEO when their Chief Financial Officer leaves, no matter the circumstances. Timing is rarely perfect.

Recruiting the right financial management partner is critical. Make a mistake and the negative consequences will quickly spread throughout your organization and beyond, damaging credibility, relationships and, in worst-case scenarios, your ability to retain key staff and obtain or maintain funding.

Ben Franklin had it right when he said, “If you fail to plan, you plan to fail.” Thinking through all aspects of a CFO transition before you begin your recruiting efforts will improve the likelihood of a successful outcome.

Successfully Outsourcing Your Accounting Function Webinar

For startup or small nonprofits, hiring the right financial expertise can be challenging. Outsourcing to a qualified firm allows you to focus your efforts on mission and fund raising, can strengthen internal controls and often results in significant improvements in your overall financial management and reporting. The keys to success are to clarify your expectations for outsourcing and identify the right outsourcing partner with whom your organization can build a collaborative relationship.


  • 3 Advantages of Outsourcing Your Accounting Function
  • 3 Questions to Ask to Determine if Outsourcing is Right for Your Organization
  • How to Find the Right Accounting Outsourcing Solution


Creating an Effective CEO-CFO Relationship, Podcast Interview with Karen Eber-Davis of Karen Eber-Davis Consulting

Money vs. Mission. Do the two have to be in conflict? Is there another way? This podcast explores the critical relationship (because of the investment and the opportunities it provides) between a nonprofit CEO and CFO. What is it like when these two leaders synch their work and find ways to make more money and mission happen? Learn more about how these partnerships can shape, form, and inspire great nonprofits.

What program participants have had to say:

“Excellent instructors. Great communicators. They made the class interesting, fun, and a joy to be a part of. By far the best class I’ve taken at USF. Great instructors, great material, great teaching methods.Great team.”


“The instructors were “flexible, willing to meet the needs of the class members while staying on track. They encouraged class participation and incorporated real-life examples.”


“Excellent. Energetic. Motivating.”


“Awesome! The best course I have attended to date in this series. Pam and Marci used real life experiences and expanded my knowledge.”