Nonprofit organizations are under increasing pressure to do more with less—yet many remain constrained by internal silos between finance, development, programs, and leadership. These silos often result in misaligned budgets, underutilized restricted resources, reactive decision-making, and missed opportunities to advance mission impact.
In this webinar, Beth Larsen, Senior VP, Client Accounting & Advisory Services, explores how breaking down functional silos can unlock clearer insight, stronger accountability, and more strategic use of financial and operational resources. Drawing from real-world advisory experience with nonprofits of all sizes, Beth will demonstrate how integrated finance and operations serve as the engine of mission delivery—not just a back-office function.
Participants will gain practical frameworks and examples for improving cross-functional communication, aligning financial data with program strategy, and building operating models that support sustainable, mission-driven growth.
Learning Objectives
By the end of this webinar, participants will be able to:
Identify common nonprofit silos—and their hidden costs Recognize where breakdowns typically occur between finance, development, programs, and executive leadership, and how these gaps create operational risk, resource strain, and missed mission opportunities.
Understand finance as a strategic connector, not a compliance function Reframe the role of finance from transactional reporting to a strategic partner that connects restricted assets, budgets, forecasts, and program outcomes.
Align restricted resources with operational planning Learn how to integrate TRNA schedules, grant restrictions, and funding timelines into budgeting, forecasting, and decision-making processes that leadership can actually use.
Apply cross-functional frameworks to improve collaboration Explore practical tools—such as shared planning calendars, cross-department workflows, and role clarity models—that strengthen coordination without adding unnecessary complexity.
Strengthen leadership decision-making through integrated insights Understand how breaking silos improves board reporting, executive clarity, and the organization’s ability to respond proactively to change.
Participants are eligible to receive 1 CPE credit
Earn CPE credit while learning practical strategies to align finance, programs, and leadership.