Practical ways to reduce manual work, improve visibility, and spend more time on your mission.
Month-end should give nonprofit leaders clarity. Too often, it creates stress instead: manual work, delayed reconciliations, and board reports that still leave big questions unanswered.
In this live session, you’ll learn how to pinpoint where the breakdown is happening, simplify your reporting, and make practical changes that free up time for your mission.
Learn the quickest ways to reduce stress & improve accuracy in your month-end process.
Register Now
What You’ll Learn
- Build a repeatable month-end close rhythm (even with a small team)
- Learn the 3 highest-ROI process changes that reduce month-end chaos
- Produce board-ready reports that answer the questions boards actually ask
- Walk away with 3 practical AI prompts that speed up reporting, plus how to use them safely
- Know when it’s time to ask for help — and what to look for
- Plus, earn CPE credit for attending live
Agenda
- Why month-end breaks down in nonprofits
- 4 common mistakes that create unnecessary stress and wasted effort
- Donor tracking, restricted funds, and cleaner reporting
- What better board reporting actually looks like
- 3 AI use cases that can actually help
- What to fix first if you don’t have time or budget for a full overhaul
- Live Q&A
Meet Your Presenters
Presented by Rea’s Not-for-Profit and Client Advisory Services teams.
Michelle Thompson, Senior Manager — Client Advisory Services | Rea Advisory Michelle helps organizations strengthen their financial operations through smarter workflows and advisory support. She brings a systems-thinking perspective to month-end close and reporting — helping teams identify what to fix first and how to make improvements stick.
Hannah Hunter, Manager — Not-for-Profit | Rea Advisory Hannah works with nonprofit organizations to navigate the financial complexities that come with mission-driven work — from restricted fund accounting to board reporting. She brings a practical, process-focused approach to helping teams do more with less.
Emily Anderson, Supervisor — Not-for-Profit | Rea Advisory Emily supports nonprofit clients in building cleaner, more reliable financial processes. Her work focuses on helping organizations move away from manual workarounds and toward reporting that actually supports decision-making.
