Numbers to Know: Financial Strategies and Practices for Nonprofits

Shakespeare was my passion at University of California, Los Angeles. Before I set out to become a literature professor, my mentors encouraged me to join the workforce to gain experience. That is when I landed at Charles Schwab, where I found a new passion for educating people about investments, the stock market and financial planning. I followed that career trajectory for 25+ years, working for mPower Advisors (early robo advisory firm for 401k participants), Barclays Global Investors and iShares / BlackRock. My passion now continues through founding Fairlight where I help nonprofits, foundations and endowments invest to achieve their mission.

Tosha has dedicated her entire career to serving the nonprofit community, first as an auditor and then as a CFO, board member, volunteer, and consultant.

After witnessing the struggles of small nonprofits to find affordable and reliable financial support (or even just answers to their questions!), she started The Charity CFO to help organizations like yours get the help you need to grow and execute your mission.

Tosha’s exposure to hundreds of nonprofits at all levels makes her an invaluable resource on accounting topics, but also fundraising, growth strategy, organizational management, and more.

Her outgoing personality and modern management style set her apart in the sometimes stodgy world of accounting. And that’s made her a sought-after speaker and thought-leader in the world of nonprofit accounting.

Michael Straza has 25 years of experience as a COO/CFO and business founder. CEOs and business leaders seek Mike’s expertise for resolving the blind spots that keep their businesses from growing strong. He’s worked extensively in medical, tech, and nonprofit sectors. Today, Mike works with companies and organizations across the nation as a Fractional COO/CFO.