Services

Financial Leadership for Conference-Driven Associations

Most associations don’t need more reports.

They need clarity around:

  • conference risk
  • sponsorship dependence
  • cash timing
  • and board-level decision making

Our services are designed to meet you where you are — and provide the level of financial leadership your organization needs.

HOW WE WORK

We provide fractional CFO support in three levels.

Each level builds on the one before it, depending on:

  • the complexity of your organization
  • how frequently financial decisions arise
  • and how involved your leadership team needs support to be

LEVEL 1 — FINANCIAL VISIBILITY

“Help us understand what’s happening.”

Best for:
Smaller associations or those early in building financial clarity.

You have:

  • a bookkeeper or CPA (we offer bookkeeping services for an additional fee.)
  • financial reports
  • but limited insight into what they mean

What’s Included

  • Monthly board-ready financial dashboard
  • Budget vs. actual interpretation
  • Quarterly program-level profitability review
  • Monthly leadership call with Executive Director
  • Quarterly participation in board meetings
  • CPA coordination and support

What This Solves

  • Confusing financial reports
  • Lack of clarity in board discussions
  • Limited visibility into performance

Investment

Starts at $1500 per month

(This level is fully remote and does not include in-person attendance.)

LEVEL 2 — FINANCIAL GUIDANCE

“Help us make better decisions.”

Best for:
Associations with growing complexity, where conferences, sponsorships, and staffing decisions carry real financial weight.

You are:

  • making decisions without full financial modeling
  • relying on your annual event for a significant portion of revenue
  • unsure how much risk you’re carrying

Everything in Level 1, plus:

Conference Financial Modeling

  • Break-even attendance
  • Margin and pricing analysis
  • Sponsor dependency evaluation

Cash Flow & Planning

  • Rolling 12-month cash forecast
  • Hiring affordability analysis
  • Reserve awareness and planning

Leadership & Board Support

  • Monthly board meeting participation
  • Strategic financial guidance for key decisions

In-Person Support (Annual)

  • Attendance at one:
    • annual conference (up to 2 days)
      or
    • in-person board meeting

What This Solves

  • Uncertainty around conference performance
  • Stress around hiring and spending decisions
  • Lack of forward-looking financial clarity

Investment

Starts at $2250 per month

(Travel expenses covered by client)

LEVEL 3 — FINANCIAL LEADERSHIP

“Be our finance partner.”

Best for:
Associations with multiple revenue streams, higher financial exposure, and frequent strategic decisions.

You have:

  • significant conference and sponsorship revenue
  • active board or finance committee
  • ongoing decisions around growth, staffing, and pricing

Everything in Level 2, plus:

Ongoing Leadership Integration

  • Monthly leadership team participation
  • Weekly meetings with Executive Director
  • Real-time decision support
  • Scenario modeling for major initiatives

Advanced Financial Strategy

  • Sponsorship profitability and pricing strategy
  • Contract and vendor financial review
  • Staff financial guidance and training
  • Assistance and direction on policies regarding finances

Board-Level Engagement

  • Active participation in board-level discussions
  • Facilitation of financial presentations and strategy

In-Person Support (Annual)

  • Annual conference attendance (up to 3 days)
  • One in-person board meeting or retreat

What This Solves

  • Lack of financial leadership at the executive level
  • Board misalignment around financial decisions
  • Risk exposure across multiple revenue streams

Investment

Starts at $4500 per month

(Travel expenses covered by client)

Learn more by emailing me at becky@danielsbusinesssolutions.com.