Manage Your Projects With Confidence!

EP14: Not-For-Profit Know How: Structuring for Success with Lisa Lumbard, CPA, CGFM

Season 2 Episode 14

Not-For-Profit leaders, board members, and aspiring founders—this episode is packed with insights just for you. Whether you are thinking about starting a not-for-profit or working to strengthen an existing one, today’s conversation will give you a clearer picture of what it really takes to operate successfully.

Resources:  Arizona Society of CPAs - As the leading organization for CPAs in Arizona, the Arizona Society of Certified Public Accountants (ASCPA) creates opportunities for members to maximize their potential through advocacy, connections and education. As an advocate, we build relationships and promote the interests of CPAs with governments, regulatory agencies and other organizations.  Arizona Impact for Good - AZ Impact for Good is a trusted statewide membership organization, resource, and advocate for Arizona's nonprofit and philanthropy communities.  AZ Impact for Good envisions a vibrant and equitable Arizona where all people and living things thrive. Its mission is to unite nonprofits and philanthropy to transform Arizona through education, advocacy, and innovation. 

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Podcast Guest: Lisa Lumbard, CPA, CGFM, CEO of Lumbard Consulting LLC.  Lisa provides consulting services for not-for-profit leaders at all stages from start-up through turn-around.  My most requested services are by-law and policies reviews, internal controls documentation and recommendations, customized board trainings, board officer and committee chair trainings.  In addition, I maintain referral lists of qualified not-for-profit professional accounting firms, audit firms, lawyers, strategic planners, fundraisers and help them determine which firms would be the best fit for their organization.  Sometimes organizations need help figuring out what services they really need.  

Podcast Host: Cerila Gailliard, PMP, CSM is a certified project manager and the CEO of Orchestrating Your Success where we make project management simple and stress-free. We help your projects run smoothly from start to finish, no matter how big or small they are!


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