"Maximize Your Impact" by C.F.O. Leverage

Sam Coates and Daniel Weaver
  • 0.0 (0)
  • NON-PROFIT
"Maximize Your Impact" by C.F.O. Leverage

Having the right financial operations for your nonprofit can totally transform your organization. We’ll get you the insight you need across your financials so you can make better decisions, have updated information, be prepared for whatever comes, and plan for the future. CFO leverage can tailor a plan to work for your nonprofit model, whether you just need to stay in compliance or you need a full-service strategic solution.

Episodes

  1. 13 DEC

    Enhancing Nonprofit Success Through Financial Management

    Are operational challenges holding back your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can adopt for-profit principles to overcome obstacles and stay focused on their mission. What You’ll Learn Customer-First Mindset: Learn how exceptional client service, speed, and decision-making build trust and deliver value.Overcoming Challenges: Address funding constraints, unorganized finances, and limited real-time decision-making.Operational Efficiency: Discover how technology and proactive problem-solving improve financial processes.Hiring and Culture Fit: Find the right people who align with your mission and bring the necessary skills.Strategic Focus: Build strong financial systems and maintain compliance for future growth.Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact. Schedule a Consultation: https://www.cfoleverage.com/contact/ Resource CenterPodcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverageBlog: https://www.cfoleverage.com/blog/

    21 min

  2. 18 NOV

    Understanding Gift Designations for Nonprofits

    Struggling to manage gift designations effectively? In this episode, Sam and Daniel share strategies to help nonprofits streamline processes and optimize financial management. What You’ll Learn:- Types of Gifts: Understand unrestricted, temporarily restricted, and permanently restricted gifts.- Tracking Challenges: Learn how to track designated funds accurately and avoid common accounting errors.- Non-Cash Contributions: Discover the hidden costs and considerations of accepting non-cash gifts like vehicles or property.- Grant Management: Get insights on managing grants with strict requirements and avoiding overcommitment.- Gift Policies: Explore the importance of clear gift acceptance policies to guide staff and align with your goals. Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact. Schedule a Consultation: https://www.cfoleverage.com/contact/ Resource CenterPodcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverageBlog: https://www.cfoleverage.com/blog/

    16 min

  3. 5 SEPT

    Avoid Common Nonprofit Pitfalls

    Is your nonprofit’s financial foundation as strong as it should be? In our latest podcast episode, we explore the top mistakes nonprofits make in their accounting and bookkeeping—and how to avoid them. Key Insights Administrative Foundation: Learn why neglecting administration leads to staff burnout and long-term challenges.Common Mistakes: Identify issues like poor internal controls and founder-driven mismanagement.Leveraging Technology: Break geographical barriers to find top financial partners.Ensuring Clean Audits: Set up systems that streamline audits and boost donor confidence.Sustaining Nonprofits: Build a foundation that supports long-term growth beyond the founding team.Have questions or need personalized advice? Contact us to learn how we can help you maximize your impact.

    14 min

  4. 20 MAY

    Maximizing Your Nonprofit's Potential

    Welcome to the debut episode of Maximize Your Impact a CFO Leverage Podcast, with hosts Daniel Weaver and Sam Coates. CFO Leverage is dedicated to empowering nonprofits to achieve their highest potential in making a difference. With a focus on administration and accounting expertise, we build robust financial foundations that enable organizations to serve their communities effectively. In this podcast, we provide tips, best practices, and stories from other nonprofit leaders to help you build a strong administrative and financial system for your organization, ultimately maximizing its impact. In today’s episode, we unpack the fundamentals of financial and administrative systems and their value to organizations, particularly nonprofits. We discuss why you should consider joining the nonprofit space, the non-monetary benefits of working for a nonprofit, and the work environments they offer. Discover why customer relations are vital, the areas where CFO leaders need to improve, and the importance of maintaining quality while automating communication. Explore the value of building processes, the secret to fostering personable relationships, ways CFO Leverage can help nonprofits increase their impact, and more! To learn how to take your organization to the next level and maximize your potential with CFO Leverage, tune in now! Key Points From This Episode: Daniel’s background and how he went from being an auditor to getting audited.Find out what percentage of CFOs are actually certified accountants.The benefits of shifting to a nonprofit organization.Common mistakes and pitfalls nonprofits should avoid.Sam’s career experience and lessons from his entrepreneurial journey.Maintaining administrative and financial standards while scaling. What CFO leaders can do differently regarding customer satisfaction.Hear about the various tools Sam uses to increase productivity.Explore the value of customer relationships and effective communication.Discover the differences between nonprofit and for-profit companies. Links Mentioned in Today’s Episode: CFO Leverage Daniel Weaver Daniel Weaver on LinkedIn Daniel Weaver on X Sam Coates  Sam Coates on LinkedIn Sam Coates on X

    17 min
  • 4 Episodes

About

Having the right financial operations for your nonprofit can totally transform your organization. We’ll get you the insight you need across your financials so you can make better decisions, have updated information, be prepared for whatever comes, and plan for the future. CFO leverage can tailor a plan to work for your nonprofit model, whether you just need to stay in compliance or you need a full-service strategic solution.

Information

  • Creator
    Sam Coates and Daniel Weaver
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © 2024 Sam Coates and Daniel Weaver

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