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BUILDING FINANCIAL CONFIDENCE
A WORKSHOP FOR NONPROFIT BOARDS AND TEAMS
Thursday, August 27, 12:30 – 1:30 pm, Virtual
Join Thrive and Fairlight Advisors on Thursday, August 27, 12:30 –1:30 pm for a virtual workshop designed to clarify nonprofit financials for board members and staff. Drawing on Fairlight Advisors’ experience managing over $100 million in nonprofit investment funds, this session provides a practical framework for navigating financial statements, budgeting, and oversight. Attendees will walk away with the distinct financial roles for board and staff members while learning how to spot organizational risks early. By mastering these essentials, participants can gain the confidence to ask better questions and build the financial resilience needed to attract larger grants and gifts.
Facilitator
Katharine Earhart
Katharine Earhart has more than 20 years of institutional investment experience. She served asset allocation clients ranging from $2 billion to $200 billion as Head of iShares Connect in BlackRock’s iShares Institutional Group. Her team worked with Institutional CIOs and Portfolio Managers of boutique US-based firms, as well as global asset managers, including managers in the UK, Switzerland, and Germany who were early adopters of ETF-managed portfolios. Prior to Fairlight, Katharine was an investment advisor with Alesco Advisors and in sales leadership roles for BlackRock. As the Head of iShares Connect, she grew the ETF Strategist segment to $350B in assets over a 6-year period. Katharine has held a variety of leadership roles within the financial services sector, including FinTech, Asset Management and Brokerage / Custodial: Barclays Global Investors, mPower Advisors (now Morningstar Advisors) and Charles Schwab. She is a graduate of University of California, Los Angeles.
ABOUT THE THRIVING NONPROFIT WORKFORCE INITIATIVE
The Thriving Nonprofit Workforce Initiative (TNWI) strives to strengthen San Mateo County nonprofits and support them in addressing pressing workforce development challenges. Through convenings, collaborative strategy design, and practical tools, TNWI brings together nonprofit leaders, cross-sector partners, and community stakeholders to raise visibility of workforce development challenges faced by local nonprofits, foster commitment from stakeholders to develop sustainable solutions, co-develop strategies tailored to community needs, and support organizations in building environments where staff feel valued, supported, and able to thrive.
As part of TNWI, Thrive Alliance hosts Quarterly Learning Sessions to provide nonprofit leaders and staff with actionable insights and peer learning in workforce development. Originating from our HR Learning Series, these sessions tackle the sector's most pressing challenges—including recruitment, retention, and building a culture of inclusion. The sessions offer a holistic roadmap for organizational health, focusing on People & HR Excellence, Strategic Board Governance, and a Culture of Belonging. Participants gain insights into competitive compensation, board leadership best practices, and the importance of equity and self-care, empowering nonprofits to thrive in an ever-changing landscape.
Register Here
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