Episode 11 – Strengthening Nonprofit Finances and Boards

Host: May Harris, Esq.

Guest: Rick Dahlseid

“Many nonprofits need help with financial strategy but don't have the budget to hire a full-time six-figure CFO full time. Enter PBO Advisory Group, where we get to provide fractional CFO services to give them just what they need to help them reach their goals and objectives. ”

- Rick Dahlseid

In This Episode

Let’s talk about building strong boards and even stronger financial practices.

Nonprofit finances can feel overwhelming, but they don’t have to be. In this episode, May talks with Rick Dahlseid, CPA and nonprofit finance leader at PBO Advisory Group, about what it really takes to keep your organization on solid financial ground. Rick shares his MARLIN framework (you’ll want to write this down!) for building a dynamic board, explains when a nonprofit should consider a fractional CFO, and reminds us why volunteering is one of the most powerful ways to support our communities.

Key Takeaways

Insightful moments and lessons from the conversation.

  • The MARLIN framework: six key board roles every nonprofit should consider.

  • When hiring a fractional CFO makes sense for your organization.

  • Why California nonprofits crossing $2M must have an audit—and how to prepare.

  • How great boards can strengthen a nonprofit’s mission.

  • Tips for giving back to the community in meaningful ways.

Guest Bio: Rick Dahlseid

Rick Dahlseid, CPA, is a nonprofit finance expert with a heart for mission-driven work. As part of PBO Advisory Group’s Executive Management Team, Rick leads the Nonprofit Division and teaches financial management courses at UCSD. Over his career, he’s helped countless nonprofits—from healthcare to arts and culture—strengthen their finances and operations. Named a San Diego “Man of Influence” and a finalist for CFO of the Year, Rick is passionate about empowering organizations to thrive.

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