Board Alignment Session
A facilitated four-hour session that helps your board review financials, align around priorities, and prepare for the year ahead.
Who This Is For
Your board is ready to lead. This session helps them do it with clarity.
Nonprofit boards carry the responsibility of stewarding both the mission and the financial decisions that keep it moving forward.
This session is for executive directors and board chairs who want more than a spreadsheet review. It helps board members understand the financial story, align around priorities, and leave with a clearer roadmap for the fiscal year ahead.
What’s Included
Four hours of focused board alignment.
Financial Health Review A review of prior-year financials, including trends, strengths, gaps, and key takeaways your board needs before planning ahead. Budget Roadmap A practical budget review or planning session grounded in real data and aligned with your organization’s goals.
Vision for the Fiscal Year A facilitated conversation that connects financial decisions to mission, sustainability, and board leadership. Board Alignment Facilitation Guided reflection, discussion, and action planning so board members leave clear, engaged, and ready to move forward.
Investment
Choose the level of support that fits your board.
Core Session
$2,000
Includes:
• Four-hour facilitated session
• Prior-year financial review
• Budget template setup or review
• Fiscal year roadmap
• Facilitation by Amy Cobb
Session + Workbook
$3,000
Everything in the Core Session, plus:
• Custom printed workbook for each board member
• Budget guides
• Reflection prompts
• Action planning pages
• Reference tools your board can use throughout the year
How It Works
You handle the room. Amy handles the financial facilitation.
Your Organization Provides • Meeting venue or virtual meeting space • Board member invitations and attendance coordination • Prior-year financial statements shared in advance
Amy Provides
• Pre-session financial analysis
• Full four-hour facilitation
• Budget template, if needed
• Agenda and discussion structure
• Workbook materials, if you choose the Session + Workbook option
Ready to align your board around what matters most?
Sessions are booked on a limited basis. Reach out to start the conversation and confirm availability for your organization.