Resources for Mission-Driven Organizations and Leaders
This space is dedicated to you—forward-thinking, mission-driven leaders working to strengthen your organizations and communities.
Here, you’ll find practical resources to support your work, with new tools added regularly. I invite you to check back often, and if there’s a topic you’d like to see covered, please contact us to share your ideas—I’d love to hear from you.
You’ll also find a list of upcoming networking events, training, and conferences I’ll be attending. If you plan to be there too, let me know—I’d welcome the chance to connect!
Upcoming Events
Conferences
- NYS MWBE 2025 Regional Opportunities Expo - Upstate NY - Syracuse, NY on July 23rd, 2025.
- NYS GFOA Central Summer Seminar - Ithaca, NY on July 31st, 2025.
- GFOA Conference Chronicles - webinar highlighting trending accounting and finance topics from annual conference. Virtual event on August 4th, 2025.
- ICMA 2025 Annual Conference - Tampa, FL on October 25-29, 2025.
Website Resources
The following websites provide great resources, free of charge, for government and nonprofit professionals.
- Propel Nonprofits resources across all nonprofit management topics.
- Office of the New York State Comptroller resources for local officials.
Recommended Books
These are trusted books I’ve read, returned to often, and regularly recommend to clients. Each offers practical, research-based guidance to support personal growth, leadership development, and effective communication—whether you’re stepping into a new role, strengthening your team, or navigating challenges with clarity and confidence.
- The First 90 Days by Michael D. Watkins offers a practical roadmap for successfully navigating professional transitions. With clear strategies to build credibility, secure early wins, and accelerate your impact, this essential guide supports leaders stepping into new roles or facing shifting responsibilities with confidence and clarity. This book works well with the Financial Skills Assessment.
- StrengthsFinder 2.0 by Tom Rath helps individuals and teams identify and build on their natural talents. Grounded in research from Gallup, this insightful resource supports personal growth and organizational effectiveness by encouraging a strengths-based approach to leadership, collaboration, and professional development.
- What Got You Here Won’t Get You There by Marshall Goldsmith offers practical guidance for successful professionals ready to move to the next level. With insight and humor, it highlights common leadership habits that hold people back—and provides actionable strategies to foster growth, strengthen relationships, and lead with greater intention.
- Crucial Conversations offers tools for navigating high-stakes discussions with confidence, clarity, and respect. Grounded in research and real-world application, this guide empowers individuals and teams to speak openly, listen effectively, and build stronger outcomes—especially when opinions vary, emotions run high, and the stakes are significant. This book is especially helpful if you are looking for tools to support you in giving constructive feedback.
Speaking Engagements
Interested in having me speak to your group about financial coaching?
I offer engaging, practical sessions tailored for nonprofits, small businesses, and community organizations.
If you're looking to educate, inspire, or empower your audience around
organizational or personal finance, I’d love to connect.
Let’s talk about your event. Contact me here.