Comp copies of books 2

Nonprofit Financial Oversight – The Concise and Complete Guide for Boards and Finance Committees

Author: Michael E. Batts, CPA

Nonprofit Financial Oversight is designed to serve as a resource for nonprofit board members, officers, finance committee members, audit committee members, and anyone else with financial oversight responsibilities in a nonprofit organization.

Special features of the book include sample policies, a sample finance committee charter, audit committee guidelines, and an annual board financial oversight checklist.  The checklist serves as an annual checkup to help nonprofit boards make sure their financial bases are covered.


Resources in this book include:

Annual Board Financial Oversight Checklist

Your board or finance committee can know the bases are covered by using this helpful plain-language checklist as a reminder of key financial oversight issues that should be addressed annually.

Sample Policies

Not only does Nonprofit Financial Oversight share in a straightforward manner the key financial policies most nonprofit organizations should have in place, it provides an array of sample policies to greatly simplify the process of adopting them.

Sample Finance Committee Charter

Nonprofit Financial Oversight will help you determine whether your organization needs a finance committee or an audit committee. And if you do, you will be equipped with a ready-to-go sample finance committee charter and guidelines for an audit committee charter.

Chapter Titles

1. The Duty of Board Members to Oversee Financial Operations
2. The Finance Committee
3. Audits and Other Accountability Practices
4. Key Areas of Financial Oversight
5. Governing Documents and Policies
6. Internal Financial Reporting and Monitoring
7. Financial Health
8. Tax Compliance
9. Risk Management


A. Annual Financial Oversight Checklist for Boards and Finance Committees
B. Sample Conflicts-of-Interest Policy
C. Sample Executive Compensation-Setting Policy
D. Sample Policy on Dishonesty, Fraud, and Whistleblower Protection
E. Sample Donor Privacy Policy
F. Sample Gift Acceptance Policy
G. Sample Expense Reimbursement Policy



Church Finance Cover_FINAL RGB


Church Finance

Authors: Michael E. Batts and Richard R. Hammar

Church Finance, a new, ground-breaking comprehensive guide created by respected experts and CPAs, Richard R. Hammar and Michael E. Batts, gives treasurers, bookkeepers, business administrators, and executive pastors the key information they need to manage every aspect of church finances.

From building rock-solid internal controls, to sound budgeting practices, to understanding the intricacies of payroll taxes and housing allowances, Church Finance is the “go-to” reference for church leaders.

Using straight-forward language, the authors of Church Finance delve deeply into the critical issues all churches must address — budgeting, financial reporting, tax compliance, insurance coverage, and more.

Topics Include: Mission, Purpose, and Budgeting ▪ Managing Liquidity and Financial Position ▪ Accounting and Financial Reporting ▪ Maintaining Sound Internal Control ▪ Charitable Contributions ▪ Audits and Other Financial Accountability Activities ▪ Other Revenue Sources ▪ Tax Compliance ▪ Operating Expenses ▪ Insurance Coverage




Comp copies of books 2

Board Member Orientation: The Concise and Complete Guide to Nonprofit Board Service

Author: Michael E. Batts

Serving on a nonprofit board can be an incredibly rewarding experience for the properly prepared board member. This book is for the generous and busy people who agree to give of their time and talents by serving on nonprofit boards. Nonprofit boards often fail to do a good job of board member orientation for a variety of reasons. It takes a significant amount of time and effort to plan and conduct quality board member orientation programs, and every time a new board member arrives, it’s time to do it again! Because of the challenges associated with providing quality board member orientation, many nonprofit organizations do not do it at all, leaving their board members to wing it. This book provides help and support to the truly great men and women serving on nonprofit boards whose service makes a positive difference in the lives of countless people every day.

A One-Hour Read

This book is a concise and appropriately comprehensive guide to nonprofit board service designed especially for new board members. It is a quick read, (about one hour), yet it addresses with accuracy the most significant elements of board service, such as mission, responsibility, duty, risk, liability, and board meeting dynamics.

Hooey Alerts! 

Watch for Hooey Alerts! where the author identifies and dispels common myths and legends about nonprofit board service. There are many sources of false or misleading information about the nonprofit board service environment. A perfect example is the often vaguely-worded and intimidating assertion or implication that the Sarbanes-Oxley Act passed by Congress in 2002 applies to nonprofit organizations in a manner similar to how it applies to publicly-traded companies. (It does not.)

Board Member Orientation in a Simple 3-Step Process

The Simple Board Member Orientation Process Using This Book:

  1. Your board members read Chapters 1-9 of the book, which will provide them with insights regarding the key elements of nonprofit board service.
  2. You provide the board members with copies of the documents described in Chapter 10 related to your organization.
  3. You meet with your board members to discuss the unique attributes of your organization following the discussion questions provided in Chapter 10.







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