From our Vantage Point: Podcast for not-for-profit leaders, board members, managers and staff

Who better to provide perspective on key approaches to finding and engaging a Treasurer than a past and current Treasurer – and passionate board member – Gordon Holley, President & CEO of Humanity Financial. Leveraging his professional designations as a Chartered Professional Accountant (CPA, CA) and a Certified Professional Bookkeeper (CPB), Gordon outlines the roles and responsibilities of the Treasurer and how the role intersects with book-keeping and/or Finance staff or contractors. He shares tips on sourcing quality candidates for this critical board role. During the interview, Gordon mentions two resources Humanity Financial has created related to the topic: A Treasurer Roles and Responsibilities Summary and a Treasurer Position Description Template, available at

Get the most from your financial reporting.

Your financial reports are about so much more than compliance. When organized well, financial reports provide critical information for making strategic decisions about your organization and its programs.

This two-hour virtual session will explore frameworks, tools, and indicators you can use to assess performance, consider alternatives, and make governance decisions.

You will walk away from this workshop ready to analyze your program costs and impacts, create cash flow models for different scenarios, and strategically assess your funding model.


Build strong diversity practices for your board

Board Fundamentals: Board Diversity and Inclusion equips board members with tools to create a culture that actively embraces a spectrum of voices and lived experiences.

In this half-day workshop, program participants learn key concepts, and strategies for creating diversity on their board.

Is this workshop right for you?

Not-for-profit board members and Executive Directors who want to increase diversity and inclusion in their board but are not sure where to start.


This three-hour workshop equips participants with:

  • Skills and tools to...
From our Vantage Point podcast - is a monthly podcast that shares expert perspectives and practical approaches to tackling common topics and concerns in not-for-profit governance and management.

From our Vantage Point

Episode 9  -  Board Committee Structure: Going Lean


Carol Neuman, Director of Learning, Vantage Point

Carol Neuman, Vantage Point’s Director of Learning, shares her insights on the topic: Board Committee Structure: Going Lean. To my surprise, in order to get at the root of the topic, Carol ends up talking about melon-ballers and frying pans. From Carol’s vantage point, “going lean” on committees means paring back to the key essentials and taking intentional care to regularly review terms of reference, while reserving task forces for project-specific work, as needed.

Carol holds a Masters in Communications and Culture from the University of...

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