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For Land TrustsFor Land Trusts

Powering Up Board Financial Oversight

Author: 
Kay Sohl
Year Published: 
2015
Alliance Member Price: 
$45
Non-Member Price: 
$55
Buy now

Two editions are available to address both staffed and all-volunteer land trust considerations.

  • Staffed land trusts
  • All-volunteer land trusts

While boards are responsible for the financial health of their land trusts, if they do not understand how to read a financial statement, they put their land trust at risk of embezzlement, financial collapse or even IRS scrutiny.

Kay Sohl takes the fear and confusion out of understanding the board’s fiduciary responsibilities in this easy-to-follow webinar video-recording and discussion guide. The kit includes exercises that will help you engage or re-engage your board members in their financial oversight job. Also included are sample financial dashboards to make tracking finances easier for board members. There are two editions, each containing content specifically relevant to all-volunteer land trust boards and those with staffed land trusts. Two editions are available to address both staffed and all-volunteer land trust considerations.

Estimated time to complete: 90 minutes

What's Included?

  •  A 30-minute webinar recording
  •  Facilitator’s guide
  •  Participants’ discussion guide
  •  List of additional resources

About Kay Sohl

A licensed public accountant, Kay Sohl has over 30 years of experience in helping nonprofits with financial management, sustainability and capacity-building strategies, board development and strategic planning. Kay co-founded and served as Executive Director of TACS (now known as the Nonprofit Association of Oregon), the Northwest's largest resource for nonprofit capacity building assistance. She also co-authored The Oregon Nonprofit Corporation Handbook, which includes extensive information for professional nonprofit managers, lawyers, accountants, consultants, and board members.

Express Learning Kit

"The presentation was very helpful to me. Understanding financial statements and reports is not a strength of mine and now I feel a bit more comfortable deciphering their contents."
Board member, Lummi Island Heritage Trust (WA)

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