Are Your Financial Reports Being Ignored?
It’s a scenario every nonprofit finance leader knows too well: you spend hours preparing monthly financial reports, only for them to sit unread in inboxes. The challenge isn’t that financial information lacks importance. Instead, naturally occurring barriers often prevent board members and staff from engaging with it effectively.
Join JMT Consulting and an expert from SE4N (Sustainability Education 4 Nonprofits, LLC) to learn practical strategies for breaking down these barriers, increasing engagement with financial reports, and helping financial information communicate the story behind your organization’s mission.
In this session, you’ll learn how to make financial reporting more accessible, meaningful, and actionable for the people who rely on it.
Learning Objectives
- Identify the four common barriers that prevent board members and program staff from using financial reports effectively: access, comprehension, value, and meaningfulness.
- Learn how to tailor financial reports to different audiences, helping users focus on the information that matters most for decision-making and future planning.
- Discover strategies to improve how financial reports are delivered, increase accessibility, and help users interpret financial information more confidently so they can respond effectively to changing
A. Michael Gellman, CPA, CGMA, is an independent fiscal and financial strategist for nonprofit organizations and co-founding principal partner of Fiscal Strategies 4 Nonprofits, LLC (FS4N) and co-founder of Sustainability Education 4 Nonprofits, LLC (SE4N), where he helps organizations build financially sustainable futures while strengthening mission delivery and organizational capacity. A recognized leader in nonprofit financial management, Michael brings decades of experience guiding organizations through strategic planning, financial sustainability, budgeting, and effective financial communication. He is also an adjunct instructor at Georgetown University and regularly presents for national nonprofit associations, government agencies, and leadership programs on topics related to nonprofit finance and long-term organizational success. Learn more at Sustainability Education 4 Nonprofits: se4nonprofits.com.
Buu-Linh Tran, CPA, is SVP of Financial Solutions for JMT Consulting, where she helps organizations strengthen financial management through purpose-built technology, strategic advisory services, and business process transformation. With more than 30 years of experience in public accounting and consulting, Buu-Linh specializes in financial system selection, ERP and FP&A solutions, and guiding organizations through digital transformation initiatives that improve operational efficiency and decision-making. She frequently partners with executive leadership teams to assess finance operations, implement technology solutions, and support long-term organizational success.
