@thevantagepoint

Apr 28, 2022 | Podcast

Episode 74: The 5 Stages of Financial Wellbeing 

Humanity Financial Management’s President and CEO, Gordon Holley, joins the podcast again, this time to explore the five stages of financial wellbeing. Many not-for-profits are familiar with one or more levels of financial wellbeing and the struggles or benefits that come with them. Learn the difference between each stage and what moving from one to the next looks like in this latest episode, and take control of your financial wellbeing.

Gordon Holley with a blue button up shirt

Gordon Holley works to build confidence and capacity through leadership and training across Canada’s charity and social purpose sectors.

As a CPA, CA of 25 years standing and CEO of Humanity, Gordon loves helping leaders of community and social purpose organisations.

Gordon’s passion is leveraging his decades of experience with board members and executive team to build human, organizational and sectoral capacity through workshops and resources.

Gordon has served on boards and committees, from small community organisations to national sector bodies.

“Life is too short!—It’s all about meaningful contribution and working with great people.”

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management.  Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

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