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Building Financial Confidence Workshop

June 22, 2026
Fairlight Advisors

Building Financial Confidence, a workshop for nonprofit boards and teams with Katharine Earhart. Thursday, August 27, 12:30 to 1:30 PM, virtual.

A virtual workshop for nonprofit boards and teams looking to read financial statements, strengthen oversight, and spot organizational risks earlier.

Register Now

Why This Workshop Matters

Financial conversations become easier when everyone understands what they are looking at.

Nonprofit financials can be intimidating, especially when board members and staff are looking at the same numbers from different roles.

This workshop will help nonprofit leaders read financial statements, navigate budgets, improve oversight, and spot organizational risks earlier. The session will also help board and staff members better define their financial responsibilities, so conversations around money, planning, and sustainability become easier to act on.

Workshop Details

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Thursday, August 27 Save the date
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12:30–1:30 pm One-hour virtual session
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Virtual Hosted by Thrive and Fairlight Advisors
$100M+
in nonprofit investment funds managed by Fairlight Advisors

Hosted by Thrive and Fairlight Advisors, this virtual session draws on Fairlight Advisors’ experience supporting nonprofit financial resilience and investment stewardship.

What You’ll Learn

Practical financial clarity for better decisions.

This session is designed to help nonprofit leaders connect the numbers to oversight, planning, risk management, and long-term sustainability.

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How to navigate nonprofit financial statements with greater confidence

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How budgeting connects to board and staff oversight

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How to identify distinct financial roles for board and staff members

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How to spot organizational risks early

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How financial resilience can help prepare nonprofits for larger grant and gift opportunities

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And more practical guidance for nonprofit financial conversations

Facilitator

Katharine Earhart

Fairlight Advisors

Katharine Earhart brings over 20 years of institutional investment experience, including leadership roles with BlackRock, Alesco Advisors, Barclays Global Investors, mPower Advisors, and Charles Schwab. She is a graduate of UCLA.

Who Should Attend

Built for the people responsible for financial clarity.

This workshop is designed for nonprofit board members, executive directors, finance staff, operations leaders, and team members involved in budgeting, reporting, planning, or organizational oversight.

Board Members Executive Directors Finance Staff Operations Leaders Budgeting Teams Planning Teams

Join the virtual workshop on Thursday, August 27.

Learn how to approach nonprofit financial statements, budgets, oversight, and risk conversations with more confidence and clarity.

Register Now
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Fairlight Advisors

At Fairlight, we are uniquely positioned to combine our investment experience with a strong working knowledge of the nonprofit ecosystem in order to bring targeted and effective solutions to bear on today’s nonprofit needs. We work with both teams and individuals to manage risk and optimize investments so our clients’ time is free to continue their primary social mission. We’re hands-on, personal, and we get results.

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Fairlight Advisors, LLC
505 Montgomery Street
10th Floor
San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
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San Francisco, CA 94111
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