Treasurer Clarity Coaching Package

This coaching package is designed for nonprofit Executive Directors and Board Treasurers who are ready to build a more intentional, effective financial partnership. Also, for organizations where the Treasurer role needs greater clarity and structure.

WHAT’S INCLUDED:

• KICK-OFF CALL (60 min) – with ED and Treasurer together • Assess the current state. Where are we now?
• INDIVIDUAL COACHING SESSION (60 min) – with Board Treasurer • Role clarity, responsibilities by board type, preparation for board meetings
• INDIVIDUAL COACHING SESSION (60 min) – with Executive Director • How to establish a partnership and learn to communicate with and support your Treasurer
• MONTHLY FINANCIAL TASKS CHECKLIST • A customized document to use during month-end preparation for board meetings
• FOLLOW-UP SESSION (30 min) – with Executive Director and Treasurer • Review progress, address questions, and reinforce the communication rhythm established during the engagement.

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