Recorded Webinar: Money Talks: How to Discuss Financial Information with Your Board

Money Talks: How to Discuss Financial Information with Your Board is an AASLH Continuing Education recorded webinar. This webinar is about simple techniques you can implement to make budgets and other financial reports more understandable and accurate. This event is presented by Stacy Klingler and Laura Roberts. People say that money talks. Too often, however, people don’t want to talk about money. 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 webinar, we 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, formerly Director of Local History Services, Indiana Historical Society (now Executive Director of the William Butterworth Foundation), and Laura Roberts, Principal, Roberts Consulting.

With the purchase of this webinar, you will also receive a free download of the 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 benefit from the information presented in this recording. Participants enrolled in AASLH’s StEPs program will benefit from a discussion on how they can meet finance-related performance indicators. 

This webinar is part of the StEPs Lab series of continuing education offered to both StEPs program  participants and all others interested in financial management. This is StEPs Lab 2.

Applying what you learn in a Lab to your policies and practices helps your organization make meaningful progress. The more progress you make, the more boxes you can check off in the StEPs workbook. The more boxes you check off, the more Bronze, Silver, and Gold certificates your organization earns. And that translates into more credibility, more support, and an organization that is a valuable asset to its community for many more years to come.  

 

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Money Talks: How to Discuss Financial Information with Your Board - Recorded Webinar
Open to view video.
Open to view video. StEPs Lab 2
Technical Leaflet 268: Building Better Budgets
Open to download resource.
Open to download resource. ​Klingler and Roberts tackle the tricky issue of budgets: how to make them, how to use them, and how they can help you evaluate your organization and goals.
Technical Leaflet 269: Improving Financial Management
Open to download resource.
Open to download resource. ​In the second technical leaflet in their financial series, Stacy L. Klingler and Laura B. Roberts move beyond the topic of budgets into a discussion of long-term strategic financial management.
Money Talks - Handout - Example Budgets and Financial Reports
Open to download resource.
Open to download resource. StEPs Lab 2