Dollars & Sense: Financial Strategies for Your Council
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This event takes place from 2:00 pm ET - 3:00 pm ET.
Sound financial management is the backbone of any successful estate planning council. From budgeting and financial safeguards to informed decision-making, council leaders play a critical role in ensuring long-term sustainability and trust with members.
This interactive session equips board members and council leaders with the knowledge and tools to manage finances confidently, mitigate risk, and make strategic choices that align with your council’s mission. Participants will explore practical approaches, real-world examples, and policies that protect both the council and its members.
Topics include:
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Developing and managing an effective annual budget
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Implementing financial safeguards and internal controls
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Understanding reporting and transparency
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Making informed decisions about reserves, and expenses
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Planning for unexpected financial challenges and contingencies
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Best practices for board oversight and financial accountability
Attendees will leave with actionable strategies to strengthen financial stewardship, enhance member confidence, and position their council for long-term success.