Operations & Internal Controls

Session Description:

Strong operational systems are essential for nonprofits implementing new programs, particularly when managing public funding. Clear workflows, defined roles, and consistent financial processes help ensure that day-to-day activities run efficiently and support program delivery. Organizations that rely on informal or inconsistent processes may face delays, errors, or increased risk during implementation.

This session focuses on strengthening internal workflows and controls in a way that is practical and sustainable. Participants will explore how to clarify roles and responsibilities, improve coordination across teams, and establish key checkpoints within financial processes. The session emphasizes building systems that balance efficiency with accountability and can adapt to each organization’s size and structure.

Participants will leave with a foundational internal controls checklist and begin to outline their critical fiscal functions to support more consistent operations, understand the financial roles and responsibilities, and reduce risk.

Some of the intended learning objectives from this workshop include:

  • Identify core components of effective operational workflows
  • Strengthen accountability through clear roles and responsibilities
  • Apply strategies to streamline processes while maintaining appropriate controls
  • Ensure key financial controls are in place and include appropriate checks to reduce error and risk

Intended Audience:

Senior Finance and Operations Leadership, Operations Managers / COOs/CFOs, Finance Staff, Executive Leadership

Facilitated By:

BDO

Available Seats:

OPEN

Session Length:

2 hrs