StEPs Lab 2 – Money Talks: How to Discuss Financial Information with Your Board

Recorded – February 15,2015
Duration – 1:32:47

People often shy away from talking about finances beyond a cursory approval of the budget and financial reports until there is a crisis. Ongoing monitoring and conversations about finances are the foundation of a healthy organization.

In this StEPs Lab, we will discuss simple techniques you can implement to make budgets and other financial reports more understandable and accurate. We also discuss important questions board members should ask when reviewing them.

Speakers for the event are Stacy Klingler, Director, Local History Services, Indiana Historical Society, and Laura Roberts, Principal, Roberts Consulting.

All registered participants receive a free download of the brand new two-part technical leaflet, “Building Better Budgets” by Klingler and Roberts.

Paid and unpaid staff and board members from organizations of all sizes, especially smaller ones, will want to take part in this online event.

Participants enrolled in AASLH’s StEPs program will benefit from a discussion on how they can meet finance-related performance indicators.

PrintHandout 1
Handout 2
Handout 3


Download File (563,832 KB)