Financial Leadership

Financial Leadership Series

Between October 2019 and March 2020 Spectrum Nonprofit Services presented a series of webinars on Financial Leadership. The recordings of these webinars and the free tools and templates have been generously made available  to NH nonprofits. 

From not understanding the true costs of delivering their programs, to the complexities of cost allocation associated with public contracts, many senior leaders and board members are not yet equipped to be financial leaders.

In these webinars nonprofit finance guru Steve Zimmerman and his colleagues from Spectrum Nonprofit Services provide practical takeaways that you can implement immediately to strengthen your organization.


Webinar Recording
Key Presentation Slides - Financial Leadership


Accounting policies template
Director of Finance description
Finance Committee Charter
Junior Accountant Description


Webinar Recording
Key Presentation Slides - Understanding & Assessing Financial Health


Ratios - This is a template that participants can use to calculate the ratios we discuss for their organizations.
Sample Financial Statement - This is a handout with the financial statements that we discuss during the webinar.
Cash Flow Projection Template 


Webinar Recording
Key Presentation Slides - Determining True Program Costs & Profitability


Sample Financial Statements
Profitability Template


Webinar Recording
Key Presentation Slides - The Art & Science of Budgeting


Budget Template
Budget Action Plan Template

COVID-19 Response

As the above webinar series was wrapping up, the world, the nation, and the state were thrust into a state of emergency due to the pandemic. Steve Zimmerman and Spectrum Nonprofit Services responded rapidly with tools, templates and insights into how the nonprofit sector can survive this crisis and put together another webinar for NH nonprofits.


Webinar Recording
Key Presentation Slides - From Sustainability to Survivability


Matrix Map Basic Template
Revenue Sunburst Template
Cash Flow Projection Template



Unprecedented Collaboration

Nearly 20 foundations and corporations have invested in building the capacity of NH nonprofits through their support of this project.

Learn more about the collaborators


The Go Factor

In the triad of "ready, set, go" NonprofitNext is the "Go Factor." Tools that you find here allow you to quickly move into action by downloading a resource that you can use today - A checklist, a template, information to bring to your next board meeting.



Do you have a template or a sample that could save time for your peers in the sector? Help us build the most robust, extensive set of resources available. Send your content and your ideas to



Can't find what you're looking for? Try the search function at the top of each page. Still can't find it? Let us know what you're looking for. Email or call 603 225-1947.

194 Pleasant Street, Suite 14
Concord, NH 03301
P: 603-225-1947

The materials on this website are provided for informational purposes only and do not constitute legal advice. Although we strive to ensure that our information is accurate and useful, we recommend you consult a lawyer if you want legal advice. Check out our Business Yellow Pages for legal services listings.