In this webinar, Community Vision’s consulting team will review nonprofit board governance and general nonprofit compliance best practices within the context of the current crisis. We will discuss board members’ roles in navigating a crisis, both from a financial and legal standpoint, and address the associated risk for board members if an organization’s operations are threatened. We will also be joined by Cecilia Angat, Audit Partner at Squar Milner LLP, who will talk about the current crisis’ impact on the nonprofit audit process, and what nonprofits can expect from FY20 and FY21 audits. This webinar is great for nonprofit board members, Executive Directors, and finance staff who participate in their organization’s board management, compliance, and audit processes. Participants will leave with a new understanding of how to stay compliant and facilitate a smooth audit process during the current crisis and beyond.

Compliance During COVID is the third workshop is the fourth workshop in the four-part series.
Please note that you do not need to have attended the previous webinars in this series to attend this event. 

Financial Management: Short, Mid, & Long-Term Planning during COVID
The COVID-19 crisis has created challenging ripple effects everywhere, including in nonprofit financial management. As organizations grapple with remaining viable, or perhaps pivoting to provide essential services, several unexpected changes are impacting nonprofits’ abilities to create a sense of financial sustainability. Some non-finance staff have had to step into a financial role, and others are putting together detailed financial models only to have them made irrelevant by that evening’s news. Some organizations are dealing with existential questions related to hibernation or cessation of services. This four-part series of financial management webinars by Community Vision’s Consulting team will present new tools for navigating the complex financial issues that all nonprofits are facing in 2020 and beyond.

1. Workshop 1: Financial Management 101 – Cash Indicators for Short-Term Planning (May 28: 1pm – 2:30pm) RSVP here.
2. Workshop 2: Financial Management 201 – Budgeting and Pivoting for Mid-Term Planning (June 4: 1pm – 2:30pm) RSVP here.
3. Workshop 3: Financial Management 301 – Stabilizing Assets for Long-Term Planning (June 11: 1pm – 2:30pm) RSVP here.
4. Workshop 4: Compliance During COVID feat. Audit Partner Cecilia Angat, Squar Milner LLP (June 18: 1pm – 2:30pm)

The series is sponsored by the Citywide Nonprofit Monitoring and Capacity Building Program, which consolidates fiscal and compliance monitoring and capacity building across nonprofits funded by one or more City departments.

These workshops are meant for a broad audience and will not cover information specific to the City and County of San Francisco’s budget outlook or contracting processes. Hosted by the San Francisco Controller’s Office and presented by Community Vision.