Financial Overseeing Courses

About this learning path...

Financial overseeing is an organization's ability to manage and supervise an organization's finances.

Full participation in this certificate is applicable for 3 points in Category 1.B Education of the CFRE International application for initial certification and/or recertification.

The content for this course was developed with our partner, The Charity CFO. We encourage you to learn more about their work and pick up their Crash Course in Understanding Nonprofit Financials free download after you've explored Merit's content.

What You Will Learn

What financial oversight is, and is not.

Supercharging the budget process through delegation.

Financial oversight's role in keeping your organization legal, plus supporting diversification of skills, succession planning, and preventing fraud.

Three core best practices to spot effective financial oversight: policy development, sustainability, and compliance.

Three common ratios used to measure your organization's financial health.

How team goals can get more people involved with financial oversight in your nonprofit.

Applying the motivational concepts of activation, persistence, and intensity to building your capacity for financial oversight.

Expenses, reports, and compliance issues that affect all professionals within the organization.

Who is this learning path for?

Everyone who has a role or relationship to the revenues and expenses of a nonprofit (or those interested in these activities!). For those who already work within the financial realm, this learning path will help refine your practices on stakeholder involvement and compliance. For non-financial team members, this series of courses will help you understand the connection that financial oversight has with your work, and how your involvement can help your nonprofit thrive.

This learning path explores the following Korn Ferry competencies: