—FOR NONPROFIT LEADERS

From Vision to Viable
Your strategy is only as strong as the numbers behind it.

The CFO-level framework for nonprofit leaders who are done with wishful planning. Learn to build multi-year strategies that are grounded in financial reality — before you commit to them.

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THE PROBLEM

You've been planning. But have you been planning feasibly?

Plans that don't add up

Somewhere between the strategic retreat and reality, the numbers stop adding up — and nobody wants to say it out loud.

Teams stretched thin

Programs get cut. Staff get stretched. Boards get nervous. The plan was never financially feasible to begin with.

A planning problem

This isn't a fundraising or leadership problem. It's a planning problem — and almost nobody in the sector is trained to solve it.

WHAT YOU'LL GET

Weekly insights that change how you plan.

Stress-test your strategy

Test any strategy against financial reality before you commit to it.

Build multi-year financial models

Step-by-step frameworks to project finances across multiple years.

Present to boards & donors

Communicate financial strategy clearly and persuasively to stakeholders.

Avoid costly planning mistakes

The most common financial planning mistakes nonprofit leaders make — and how to sidestep them.

ABOUT THE AUTHOR

Built by someone who has lived it.

20+

Years of nonprofit financial leadership

CEO/CFO

Sitting executive with real-world responsibility

PhD

Strategic Management + MBA

From Vision to Viable was built over 20 years of sitting at the intersection of ambitious mission and financial reality — as a CFO and CEO responsible for aligning strategy with the numbers that have to support it. This is practical, battle-tested methodology — not theory.

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