Linking Mission to Money™

Everything we do is focused on Linking Mission to Money™.  Allen Proctor ’s informal, engaging delivery style combines experience and directness with helpful insights, practical advice, and sympathetic humor. 

Each organization has different needs, ranging from year-long support to focused discussion sessions to half-day retreats.  Programs can be combined or customized to your needs.  Please contact Allen Proctor to discuss your needs in detail.

Below is a list of the seminars and workshops offered or being developed.  Some programs are ideal for senior staff, some for the entire board or just for the audit committee, and some for emerging leaders you wish to introduce to board service. 

Focused Discussions <More information>

A series of concise one to two hour workshops that are adaptable to fit easily within regular board or management meetings, conference sessions, or brownbag discussions :

•Joining a board -- what you can bring to the table

•Joining a Foundation Board -- what you bring to the table

•The three roles of a board member ... and three tools to help

•Uses and abuses in nonprofit finance

•Balancing growth with sustaining your mission

•Linking your budget into a sustainable financial plan

•A layperson’s guide to reviewing financial statements (beginner and advanced versions)