Episode 141: What Every New Nonprofit CEO Should Ask About the Finances (Before It’s Too Late)
Description
New nonprofit CEO? Don’t inherit a financial mess. In this solo episode, Tosha breaks down the exact questions to ask in Week 1 and the first 90 days so you can quickly assess risk, read audits + 990s with confidence, pressure-test budget assumptions, verify restricted funds, and fix delayed or conflicting reports. You’ll learn how to evaluate your finance team, set a cadence for monthly close, and own the financial story with your board and funders.
Grab our free Financial Blueprint and avoid painful surprises.
The Charity CFO Financial Blueprint: https://go.thecharitycfo.com/financial-blueprint
You’ll learn:
- What to request on Day 1: budget, financials, audits, 990s, funder site reviews
- Red flags: late audits, missing monthly reports, conflicting dev vs. finance numbers
- How to test budget assumptions and build department/program budgetsTracking restricted funds the right way
- Who owns compliance and reporting, and why it mattersFollow Us Online
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