Introduction to Board Treasury Management for Nonprofits

Categories: Treasury Management
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About Course

Are you a newly appointed board treasurer for a small non-profit organization (NFP), or considering taking on the role? Serving as a treasurer is a vital act of service, but managing nonprofit finances can feel overwhelming without a financial background.

This course is designed specifically for grassroots and small-scale nonprofits to demystify the role of the board treasurer. We break down complex accounting concepts into practical, actionable steps so you can confidently fulfill your fiduciary duties.

What You Will Learn:
• The core responsibilities and legal fiduciary duties of an NFP Treasurer.
• How to read, understand, and present basic nonprofit financial statements.
• Best practices for collaborative budgeting with executive directors and board members.
• Implementing simple internal controls to protect your organization’s assets.
• Standard compliance, reporting timelines, and oversight expectations.

No prior accounting degree required—just a passion for your cause and a desire to keep your organization financially healthy and compliant!

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Course Content

Treasury Management for Beginners
Core Course Work in 3 parts

  • Introduction
    00:55
  • Course 1: The Treasurer’s Core Operations & Accounting Basics
    16:02
  • Exercise 1
  • Course 2.1 Balance Sheet
    15:44
  • Course 2.2 – Statement of Activity & Custom Reports
    11:26
  • Exercise 2
  • Course 3 – Regulatory Compliance
    11:25
  • Exercise 3.0
  • Conclusion
  • Interactive Quiz – 2.1

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