Learn how to support the onboarding and ongoing engagement of successful board members—even those new to financial statements.
This session will examine best practices for board education and onboarding, clarify financial reporting, and empower your board to make informed decisions. Real-world case studies will illustrate ways to effectively convey a financial message to engage your board.
Hosted by Your Part-Time Controller, LLC and led by Ellie Hume and Deanna Peterson, Directors with YPTC.
Learning Objectives:
Assess and strengthen board members’ financial literacy through targeted onboarding and education.
Clarify the board’s role in financial oversight, including annual review of internal controls, key policies, and relevant KPIs.
Communicate the financial story using clear, engaging presentation methods to support informed board decisions.
Event Details
🗓 Dates: January 21, 2026
⏰ Time: 9:30–10:30 AM MT
💻 Format: Online (Zoom)
💵 Cost: Free