Educational Events

BMWL is dedicated to providing you, our client, with practical educational events to help you as you and your organization work to make a difference in the lives of people every day.

In addition to the array of books and other printed resources we provide to our clients at no charge, from time to time we offer the following types of events to help our clients stay current with respect to important trends and developments impacting their organizations:

  • In-person executive briefings on major new developments affecting an organization’s financial operations or compliance
  • In-person executive briefings for client CEOs, CFOs, and other leaders on matters related to financial oversight and compliance
  • Board and finance committee educational sessions on board governance, financial oversight, and risk management.
  • CFO and finance staff training on the fundamentals of:
  • Budgeting
  • Internal and external financial reporting
  • Audits, accreditation, and other accountability measures
  • Managing financial health and liquidity
  • Investment management
  • Negotiating and managing debt
  • Compensation planning
  • Planned and deferred giving
  • Governing documents and policies
  • Tax compliance
  • Internal control
  • Insurance coverages
  • Risk management
  • Web briefings
  • Regional briefings on new developments and compliance
  • National conferences
  • National external speaking engagements

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