Instructor: Lisa A. Gioia, CPA/MPA, MCNL Senior Fellow and nonprofit accounting and tax consultant at Lisa A. Gioia, CPA

Date for this one-day seminar:
Please let us know at / (816) 235-5720 if you would like to be notified the next time this program is scheduled.



Program Details

In this workshop, you will cultivate financial leadership and accountability, explore financial information systems, identify short- and long-term financial strengths and weaknesses, and evaluate the financial health of your nonprofit organizations. Following this workshop you will be able to:

  • Understand the financial leadership model and complete a Financial Leadership Self-Assessment
  • Define accounting practices required for accurate financial information
  • Complete Accurate Financial Data Assessment
  • Recognize the financial leader’s key assessment questions and the information needed to answer these questions
  • Assess Financial Health Assessment

This seminar is a part of the Financial Leadership of Nonprofit Organizations Series.

Current Masking Policy
Due to the rising incidence of COVID-19 infections in our community, and based on the latest guidance from local health experts and the city of Kansas City, the face-coverings policy is to require staff and visitors to wear masks in the conference facility.

Location and Parking:
This seminar will be held at the Kauffman Foundation Conference Center (4801 Rockhill Road, Kansas City, Missouri 64110) – Brookside Room.

Breakfast and lunch will be provided. 

MCNL has a limited number of partial scholarships that can be applied to the registration fee for most of our programs. Apply for a scholarship using our online form. 

Cancellation and Transfer Policy:
Full refunds will be given when cancellations are made at least five working days before the first session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun. You may transfer your registration by contacting MCNL at (816) 235-5720 or 

Photo and Video Release:
By attending the event, you are giving MCNL permission to use photos and videos from the workshop in future promotional materials.