Financial Leadership

Financial Leadership
May 11, 2016 9:30 am - 4:00 pm Jeanne Bell

Jeanne Bell, MNA is the CEO of CompassPoint Nonprofit Services---a national, nonprofit leadership and strategy practice headquartered in Oakland, CA. She is the co-author of three nonprofit management books including most recently, The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions (Jossey-Bass). In addition to frequent speaking and consulting on nonprofit strategy and finance, Jeanne has conducted a series of research projects on nonprofit executive leadership, including UnderDeveloped: A National Study of the Challenges Facing Nonprofit Fundraising and Daring to Lead 2011: A National Study of Nonprofit Executive Leadership. Jeanne currently serves on several boards: The Nonprofit Quarterly, the Nonprofits Insurance Alliance of California (NIAC), and Intersection for the Arts. Email Jeanne.


Executive Director 101: Leadership, Management, and Strategy Intensive
The Nonprofit Management Institute for Senior Level Nonprofit Managers and Directors
Theory of Change Clinic
Financial Leadership
Rethinking Strategic Planning: Strategy Formation for Social Change

500 12th Street, Ste 320
Oakland, California 94607



This workshop provides a framework for understanding financial leadership and how to apply it within an organization. The course focuses on how to read and understand key financial statements and gives participants hands-on practice with using those statements to assess an organization’s overall financial health.  These are critical skills for all nonprofit executives.  

All participants will receive a copy of Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-Term Success.

Who should attend?

This workshop is for nonprofit leaders at all levels of an organization who want to better understand the financial position and health of their organization. Participants may be in an advanced finance role in their nonprofit, or hold management roles outside of finance. Executive directors, board members, program managers and fundraising staff can all benefit from this course.

All attendees should have some familiarity with nonprofit financial statements..  See our course listings for the next Introduction to Nonprofit Finance workshops here.  

Learning Objectives:
By the end of this course, participants will be able to:

  • Assess their capacity for financial leadership and identify areas of improvement.
  • Use core nonprofit financial statements to evaluate an organization’s financial health and participate in informed programmatic and infrastructure decision-making.
  • Understand how to use financial information to communicate an organization’s progress toward its mission.



Event Price Level(s):
  • Fee A - under 999k (or student)$165.00
  • Fee B - $1mil - $3mil (or individuals)$200.00
  • Fee C - over $3mil (or consultants)$245.00

© 2016 CompassPoint Nonprofit Services. Site developed and maintained by Giant Rabbit.

Contact us at