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About Our Bootcamps

Learn More About Our Expert Led Bootcamps.
Meet Our Experts.

Carmen Reis, CPA
- My name is Carmen Reis. I am a CPA and have spent 15 years working with and in the nonprofit sector as a strategic advisor, consultant and coach.
- I have been on over 10 different boards over the years, 8 times a Treasurer and 3 times a President and Chair
- I have a BA and an MA in Economic and Urban Geography, along with certificate in Fraud Examination from the University of Virginia;
- I am a Co-Founder of Pharo, where we build tools to help nonprofits Lead, Protect and Grow their organizations.
- also have a forthcoming book the 2025 Canadian Treasurers Handbook coming out in Q1 2025.

Rodolfo Martinez
- My name is Rodolfo Martinez. I have spent 15 years working with and in the nonprofit sector – primarily around technology.
- I am passionate about helping non-profits to find efficiencies through technology
- I love AI, cyber security and open source software
- I am a team member of Pharo, where we build tools to help nonprofits Lead, Protect and Grow their organizations.
Next Session: January 2025
Our expert led sessions help you gain the skills that you need in just 5 weeks. Best of all, your fees include 3 months of ongoing support to help you continue your journey.
Cyber Security Fundamentals Bootcamp
In this bootcamp style course, you will learn the fundamentals in how to protect your organization regardless of size or budget from Cyber attacks and safety issues.
Next session begins January 14th, 2025.

What this course covers:
Chapter 1: The Importance of Cyber Security for Non-profits
• Lesson 1: Your Role in Cyber Safety
• Optional Assignment: Self-reflection on your current state
Chapter 2: Common Cyber Attacks
• Lesson 2 – Most Prevalent Cyber Attacks
• Lesson 2: Which Attacks Tend To Be the Most Dangerous?
Chapter 3: The Danger of Social Engineering and Gaining a Cyber Security Mindset
• Lesson 3 – Planning for success: The Treasurer’s Role in Strategic Planning
• Your role in strategy, budgeting, monitoring, grants, donations, investments and more
• Essential Internal Controls
Chapter 4: IT System Design and Policies
• Lesson 4: System Design, Implementing (and sticking to) Your Cyber Policies.
• Pharo Cyber Security Resources
• Optional Assignment: Policy Review
Chapter 5: Securing for Growth
• Chapter 5: Securing Your IT Systems For Growth and Scale
• Cyber Security Red Flags and Team Resources
• Audits, Designing Good Policies and Procedures and More

Protect Your Organization and Data Today
Learn the fundamentals of IT and Cyber Security for small to midsized nonprofit organizations.
Gain Skills and Make a Lasting Impact by Protecting Your Organization.
Learn how to effectively manage IT and cybersecurity on a budget regardless of organization size. Prevent risks, protect data and train your employees on the fundamentals of safe IT resource usage.

Easy IT and Cyber Protect for Beginners or Entry Skill Levels:
Who should enroll in this program:
✔ Executive Directors looking to understand the Fundamentals of Cyber Security
✔ Entry Level Non-Profit IT professionals looking to learn more about Cyber Security
✔ Volunteers or Senior Staff interested in learning more about IT and Cyber risk management
Cyber Security no longer is optional.
Protecting your organization starts with training your team. Enroll today.
Treasurer Fundamentals Bootcamp
Good Treasurers are hard to get. They can be even harder to keep. Whether you are just starting out as a Treasurer, or are a seasoned veteran, this course will help you excel in your role.
In this bootcamp style course you will get the fundamentals skills and training to train your Treasurer. We give your treasurer the tools, resources and guidance to help protect and scale the impact of your organization.
This course is suitable for all individuals with an interest in becoming a nonprofit Treasurer, regardless of financial literacy.
All participants receive 3 months of post-course email support to help them in their role.

What this course covers:
➤ Chapter 1: Understanding the Role of a Non-Profit Treasurer
• Lesson 1: Role & Essential Responsibilities of a Non-Profit Treasurer
- Learn about your role as a Board Member
- Understand the role of the Governance focused Treasurer with regard to budgeting, strategy, reporting, investments, grants, donations and more
- Optional Training-Introduction to Financial Statements
- Optional Assignment-Your Role as Treasurer Reflection
➤ Chapter 2: Understanding Non-Profit Accounting Fundamentals
- Understanding Non-Profit Accounting and how it differs from Traditional accounting
- Financial Statements
- Introduction to Metrics
- Your Role as the CFO
➤ Chapter 3: Designing Systems that Work
- From Budgeting to Year End: Learn about the role of the Treasurer, each step of the wayWe review your role in strategy, budgeting, monitoring and year end
- Your role and the role of staff
- Learning about essential internal controls, governance, and how to design financial systems to protect your organization
- 15 Audit Red Flags
➤ Chapter 4: Safety, Fraud Prevention and Detection
- Keeping your organization Safe
- Policies and Procedures & Other Preventative Actions
- Following Your Gut
- Fraud Detection Strategies
- How to conduct regular internal audits
Resources
- Template Financial Policies and Procedures Manual
- 100 Financial Terms for Treasurer’s
➤ Chapter 5: Your Role in Strategy & Analysis
- The Treasurer’s role is one of the most strategic on the Board. We will guide you through how to communicate and influence strategic decisions
- Financial Statement Analysis, including horizontal and vertical analysis, variance analysis and more
- We review the Treasurers role in Investments, Grants, Donations, Communicating to Internal Vs External Stakeholders
- How to handle audit feedback, how to share information and how work with staff to calendar a year of organizational financial information
- How to work strategically with staff and contractors to build good organizational relationships

You Found a Good Treasurer. Now Keep Them
We teach you the fundamentals of how to be a good non-profit Treasurer, even if you don’t have a finance background.
Gain Skills and Make a Lasting Impact With Effective Treasurer Training.
Learn how to effectively manage finances for nonprofit organizations with our comprehensive course on nonprofit treasury management. Gain the skills, knowledge, and confidence needed to become a skilled nonprofit treasurer and drive positive change.

Easy to Follow Training Format for all Levels
Who should enroll in this program:
✔ Individuals passionate about making a difference in their community
✔ Finance professionals seeking to leverage their skills for a meaningful cause
✔ Volunteers interested in contributing their financial expertise to nonprofit organizations
You bring the positive energy. We teach you the skills.
Learn the fundamentals of how to be a non-profit treasurer.