Course Overview

Friday, October 3rd from 9 a.m. to 4 p.m. Saturday, October 4th from 9 a.m. to 12 p.m. (In- Person)

Participants will learn core governance principles, including strategic oversight, ethical leadership, and effective decision-making. The session also covers financial responsibilities, focusing on budgeting, financial reporting, and ensuring the organization's fiscal health. Designed for both new and experienced board members, this training empowers participants to foster organizational success and sustainability. 

Meet Your Expert Speakers

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. Understanding Governance Roles and Responsibilities

2. Strategic Leadership Skills

3. Enhance Financial Stewardship

4. Promote Ethical and Transparent Practices

5. Improve Board Engagement and Collaboration

6. Building Fundraising and Resource Development Capacity

7. Empower Effective Advocacy and Community Representation.

Key Information

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

  • Board chair, Board members, CEOs, and nonprofit staff that work closely with their board. 
  • Day 1 will have a total of six hours of classroom time.
  • Day 2 will have a total of three hours of classroom time. 
  • Refreshments will be provided for both days. A lunch will be provided for Day 1 (Friday). 
  • Certificate of completion available through LMS.



Why should I attend?

  • Comprehensive Learning

    Gain a deep understanding of core governance principles, strategic oversight, ethical leadership, and effective decision-making. These skills are crucial for steering your organization towards success.

  • Financial Acumen

    Learn the intricacies of budgeting, financial reporting, and maintaining fiscal health. This knowledge is vital for ensuring your organization’s sustainability and growth.

  • Leadership Empowerment

    Designed for both new and experienced board members, this training empowers you to foster organizational success and sustainability through enhanced leadership skills.

  • Networking Opportunities

    Connect with fellow board members, CEOs, and nonprofit staff. Share experiences, challenges, and solutions to build a stronger, more collaborative community.

  • Practical Application

    The training is structured to provide hands-on learning experiences, ensuring you can immediately apply what you've learned to your board responsibilities.

Membership Discount

Members are eligible to use their discount benefit for the course. Please reach out to [email protected] to obtain your discount code before enrolling!

Don't Miss Out!

Registration closes on Sept. 22 2025!

Connect With the San Antonio Area Foundation

  • Learning and Development Team!

    Please notify us at [email protected] if you have any unique accommodations needs.

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.

Interested In another Course?

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