Workshop: Financial Oversight Skills for Directors

Financial Oversight Skills for Directors (Recorded March 8, 2022)

Financial Oversight is an important part of leading an organization – we need good financial information and tools to make sound strategic decisions about our work. We also need it for conversations with our community including our Boards, leadership teams and staff. In this workshop, Amy Michael and Sarah Tran discuss how organization leaders approach financial oversight. They share some tools and practices you can use at your own organization to check in on your own financial oversight.

PANELIST INFORMATION

Amy Michael (she/her) is an experienced nonprofit CFO, consultant, teacher and trained coach. She partners with leaders and organizations in building sustainable, healthy organizations that do great work and value the people who do it. As a white, cis-gendered woman in the finance and accounting field, she recognizes the space of privilege she operates from and how money and finance are a critical component in maintaining structures of oppression and white supremacy. She believes that when we are able to move in and out of these oppressive financial systems with increased confidence and knowledge of how the systems work, we begin to break down the exclusiveness of these systems. She approaches her work through a framework of anti-racism, equity and inclusion.

Sarah Tran (she/her) provides leadership coaching, facilitation, training, and consultation to community organizations, philanthropic foundations, businesses, and government entities committed to advancing racial justice and equity. Drawing on her roots as a daughter of Vietnamese refugees, a survivor of violence, a former Executive Director of color, and organizer - she is committed to supporting leaders of color as they mobilize their communities and transform systems to support collective liberation.