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Money Talks: How to Discuss Financial Information with Your Board

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People say that money talks. Too often, however, people don’t want to talk about money. People often shy away from talking about finances beyond a cursory approval of the budget and financial reports until there is a crisis. Ongoing monitoring and conversations about finances are the foundation of a healthy organization.

In this webinar, we discuss simple techniques you can implement to make budgets and other financial reports more understandable and accurate. We also discuss important questions board members should ask when reviewing them. Speakers for the event are Stacy Klingler, formerly Director of Local History Services, Indiana Historical Society (now Executive Director of the William Butterworth Foundation), and Laura Roberts, Principal, Roberts Consulting.

With the purchase of this webinar, you will also receive a free download of the two-part technical leaflet, “Building Better Budgets” by Klingler and Roberts.

Paid and unpaid staff and board members from organizations of all sizes, especially smaller ones will benefit from the information presented in this recording. Participants enrolled in AASLH’s StEPs program will benefit from a discussion on how they can meet finance-related performance indicators. 

This webinar is part of the StEPs Lab series of continuing education offered to both StEPs program  participants and all others interested in collections care.

Applying what you learn in a Lab to your policies and practices helps your organization make meaningful progress. The more progress you make, the more boxes you can check off in the StEPs workbook. The more boxes you check off, the more Bronze, Silver, and Gold certificates your organization earns. And that translates into more credibility, more support, and an organization that is a valuable asset to its community for many more years to come.  


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The American Association for State and Local History (AASLH) is a national association that provides leadership and support for its members who preserve and interpret state and local history in order to make the past more meaningful to all people.

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