Planning for a New Budget Year
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About the event
A comprehensive overview of nonprofit financial best practices and upcoming accounting changes led by an experienced nonprofit accountant. Learn essential controls for oversight, budget management strategies, general Q&A tax advice for independent contractors, and how to build an effective finance committee. Participants will review real-world examples and receive practical templates for financial oversight.
A comprehensive overview of nonprofit financial best practices and upcoming accounting changes led by an experienced nonprofit accountant. Learn essential controls for oversight, budget management strategies, general Q&A tax advice for independent contractors, and how to build an effective finance committee. Participants will review real-world examples and receive practical templates for financial oversight.
Meet the people leading the conversation
Ross Chaney
Ross Chaney
Ross Chaney is a seasoned nonprofit and business consultant who specializes in strategic planning, writing, executive coaching, and applications of AI for nonprofits and small organizations. He has 20 years of experience in northern New Mexico nonprofit and public service, working across different leadership roles and diverse sectors. Ross’ experience includes:
- Coaching for ED’s and program staff for leadership development
- Governance, organizational development, operations and strategy
- Policy issues, program/operations expansion or reduction
- Budgeting and finance coaching
- Reviewing grant proposals, reports, and other documents
- Exploring the potential of AI for your organization
- Extensive knowledge of Native American and NM culture
Marsie Silvestro
Marsie Silvestro
Marsie Silvestro brings four decades of expertise to her roles as an intuitive and dynamic Executive Director, Board and Staff Trainer, Group Retreat Facilitator and Mentor. Her leadership experience spans work on both the local and national levels. She is proficient in the Appreciative Inquiry Strategic Model which focuses on identifying an organization's strengths through individual and group interviewing progresses that honors what has been done, creates transformative collective dreaming and creating effective solution based and accomplishable work plans that will move an agency toward growth and a new pathways toward a successful mission.
Marsie believes that no matter what someone’s position is in an agency or the community, all are needed to steer towards a future that elevates the voices and needs of those they serve, as well as ensures that staff and board members feel heard, listened to, included, and appreciated as a thread in the web of service and safety.
Meet the people leading the conversation
Ross Chaney
Ross Chaney
Ross Chaney is a seasoned nonprofit and business consultant who specializes in strategic planning, writing, executive coaching, and applications of AI for nonprofits and small organizations. He has 20 years of experience in northern New Mexico nonprofit and public service, working across different leadership roles and diverse sectors. Ross’ experience includes:
- Coaching for ED’s and program staff for leadership development
- Governance, organizational development, operations and strategy
- Policy issues, program/operations expansion or reduction
- Budgeting and finance coaching
- Reviewing grant proposals, reports, and other documents
- Exploring the potential of AI for your organization
- Extensive knowledge of Native American and NM culture
Marsie Silvestro
Marsie Silvestro
Marsie Silvestro brings four decades of expertise to her roles as an intuitive and dynamic Executive Director, Board and Staff Trainer, Group Retreat Facilitator and Mentor. Her leadership experience spans work on both the local and national levels. She is proficient in the Appreciative Inquiry Strategic Model which focuses on identifying an organization's strengths through individual and group interviewing progresses that honors what has been done, creates transformative collective dreaming and creating effective solution based and accomplishable work plans that will move an agency toward growth and a new pathways toward a successful mission.
Marsie believes that no matter what someone’s position is in an agency or the community, all are needed to steer towards a future that elevates the voices and needs of those they serve, as well as ensures that staff and board members feel heard, listened to, included, and appreciated as a thread in the web of service and safety.
Meet the people leading the conversation
Wisdom Weavers Learning Hub Info Session
Join our optional virtual info session for our Wisdom Weavers Learning Hub Program
A.I. Uses for Nonprofit Organizations
Unlock the transformative potential of A.I. in nonprofit organizations. This session, led by Ross, will reveal how A.I. can shorten routine tasks and elevate donors, board, client, and staff engagement. Participants will explore real-world examples and engage in interactive demonstrations of AI tools to streamline operations and boost organizational efficiency. Join us to demystify A.I. technology and discover practical applications to revolutionize your nonprofit's impact.
Understanding and Mitigating High Staff Turnover
Address the pressing issue of staff retention through peer-based problem-solving. Participants will share retention success stories, share effective strategies, and collaborate on developing practical solutions for building stronger teams. The session will include breakout discussions on competitive benefits, workplace culture, and professional development opportunities, providing a comprehensive approach to building a more resilient and engaged staff.
