Fiscal Leadership Training




If you are a Board Member or
Executive Director and want to learn how to read nonprofit financial statements, in order to ask good questions and make good financial decisions - this training is for you!

This seminar is made for people who are not bookkeepers or accountants.

Seminar Topics


Session 1 - Fiscal Training for Non-Accountants.  Learn to read and understand financial statements and make good fiscal decisions.


Session 2 - Internal  Controls.   Success is supported by smooth running and safe Fiscal Operations.


Session 3 - How to Build your Non-Profit Dream Team.  All great success is the result of a team of people working together.

You will learn:

  • The key to nonprofit fiscal success.

  • How to assess the financial condition of your Organization.

  • How to calculate your organization’s “True” cash position.

  • This is your Agency’s “BLOOD PRESSURE.”

  • Learn what is your “Real” profit or loss. It’s not what you think!

You will know:
How to read a balance sheet and ask good questions.

  • How to read profit and loss by funding source statement.

  • How to analyze Accounts Receivable and Accounts Payable.

  • How to be an effective part of Internal Controls.

  • How to get value from your audit and CPA Firm.


You will receive a course workbook.

Non-profit internal controls (PDF)
Whistleblower policy (PDF)

Lunch and refreshments are included!



John D. Carbonaro is a CPA with over 32 years of non-profit auditing experience.

"I spent months making this training for regular people, not bean counter accountant types. It is fun, interactive, motivational, and very educational!"

$75 per person (includes food, refreshments, and a workbook)


To Sign Up

Contact Marsee at (808) 242-5002 and make a payment via credit card or mail a check to our office. 

Or sign up online! Click this Seminar Registration link or the "Seminar Registration" button at the top of the page and fill out the form.

Pre-registration and payment are necessary no later than a week before the starting date!  

Kevin Goldschmidt

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