Course Overview

Saturday, June 29th (In- Person) From 9 a.m. to 3 p.m.

Board members are responsible for advancing their organization’s mission. Strengthen your nonprofit board with this highly interactive session. This session will explore best practices in nonprofit governance and look at the board’s responsibility to protect the agency’s assets and provide financial oversight. Guest speakers will discuss the achievements and challenges they have experienced in these roles.

Instructor(s)

Founder, Moriarty Consulting Group Jennifer Moriarty

Jennifer Moriarty is founder of the Moriarty Consulting Group. She has more than three decades in corporate and non-profit finance and has extensive involvement with the local community. She holds an MBA in Operational Management from St. Mary’s University and has received additional training through banking compliance and community development training programs. Moriarty has a certificate in Public Participation from the International Association for Public Participation and is a Board Source Certified Governance Trainer, among many other certifications and recognition.

Retired CFO Jeannie Frazier

Jeannie has over 30 years of experience working in non-profit environments, primarily in the healthcare and biomedical research industry. She was CFO for a large trauma teaching hospital, at a cancer center, and for a basic biomedical research facility funded primarily by federal grants. She recently retired from a firm that provides temporary CFO services to small and mid-size organizations. Her clients there included organizations as diverse as an adoption agency, the library foundation, a firm providing pediatric speech therapy, an ambulance company, and even the Alamo. She has been on the boards of several organizations supporting children, including AFS Intercultural Programs, The Children’s Shelter, Voices for Children, and was the board chair for Girl Scouts of Southwest Texas for four years. She earned a BS in Mathematical Sciences and a MS in Engineering Economics, both from Stanford University. She is married and has two grown children.

Course Objectives

1. Students will gain a clear understanding of effective governance.

2. Students will comprehend the basic structures of board committees. 

3. Students will learn how to build a productive board and chief executive partnership.

4. Students will gain an understanding of financial statements, and also gain awareness of Form 990 and its implications for fundraising. 

5. Students will understand the importance of ensuring financial integrity. 



Key Information

Who Should Take This Course and How Long is the Course Itself?

1. Board members, Executive Directors, CEOs, and anyone working closely with their board is encouraged to attend. 

2. This one-day session will be held on Saturday, June 29th from 9 am to 3 pm. 

3. The session will include a lunch with guest CEO's and Board Members. 

4. This in person course will cost $95 and if you are a member $72 Please contact [email protected] before registering. 


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Refund/Credit Policy

  • The San Antonio Area Foundation has a no refund policy.

    If a workshop and/or class has been unexpectedly cancelled and/or postponed by the Area Foundation, a refund or credit towards another workshop and/or class will be issued. If a registrant is unable to attend a workshop and/or class, a substitute may be sent or a credit may be issued. No credits will be given for cancellations received less than 48 hours before a workshop.

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