Original Broadcast Date: September 17, 2026

Summary: Most Canadian nonprofits are still managing their finances the way they always have: informal approval processes, dense board reports, and no documented financial policies. It works until it doesn’t. In this practical, tools-focused webinar, Enkel’s finance experts in nonprofit organizations and charities will show you how to modernize your nonprofit’s financial foundation: from building clear financial policies and streamlined approval workflows to designing board reports your entire governance team can actually read and act on. You’ll leave with a framework for the KPIs that matter most, and a clear picture of what good financial governance looks like in practice.

Learning Objectives:

• Build or strengthen your nonprofit’s core financial policies: signing authority, expense approval, conflict of interest, and fraud prevention, so your board governs with confidence, not guesswork.
• Design a one-page financial dashboard that replaces dense financial statements with clear, visual reporting your entire board can read in under five minutes.
• Understand the five KPIs every Canadian nonprofit should track: operating reserve ratio, program efficiency ratio, fundraising efficiency, revenue diversification, and unrestricted net assets, and how to calculate and present each one.
• Clarify the roles of the Executive Director, Treasurer, and Board in financial oversight to ensure accountability is shared rather than siloed.
• Identify the technology and integration tools (Xero, Dext, Plooto) that eliminate manual work and make real-time reporting possible for organizations of any size.

Webinar recording

Webinar Resources

• • • Download the slide deck
    • Get Your Personalized Finance Diagnostic Report
    • The Audit Guide for Canadian NPOs
    • Check out Enkel’s next webinar – Preparing Your Nonprofit’s Finances for 2027: A Roadmap to Preparedness
    • Contact Enkel

Webinar presenter

Omar Visram — Co-Founder & CEO, Enkel

Omar co-founded Enkel with a mission to bring clarity and confidence to nonprofit finance across Canada. With deep expertise in financial operations and nonprofit governance, he has worked with hundreds of organizations to modernize their finance functions and build sustainable financial practices. Omar is a frequent speaker at sector events, including CSAE, Vantage Point, and ONN.

About Enkel:

Enkel provides dedicated bookkeeping, payroll, controllership, and fractional CFO services for Canadian nonprofits and charities. As one of Canada’s largest nonprofit accounting firms, Enkel has supported thousands of organizations. It has done so over the past 10 years. They help with financial compliance, accurate reporting, and strategic financial leadership. This empowers leaders to make better decisions and grow their impact.

 

“This was a great free webinar. I appreciate all that CharityVillage does to educate and support nonprofits.“

– Past CharityVillage Webinar Participant