Lisa B. Lumbard, CPA, CGFM has written and presented trainings and seminars throughout Arizona. Below is a sample listing:
- The Fiduciary Role of Board Members – HALO Animal Rescue – Sponsored by AZ Impact for Good – January 2026
- Customized Not-for-Profit Governance Trainings – Multiple not-for-profits including a church, 2014 – Current
- Internal Controls – Your Foundation for Sustainability – Arizona Society of CPAs Annual Not-for-Profit Conference – June 2025
- What Story is YOUR IRS Form 990 Telling? – Multiple workshops for Arizona Community Foundation Northern & Central Arizona & Virtual 2022 – 2025
- What Fraud Risks are Lurking in YOUR Not-for-Profit Organization…and what YOU can do about them? – National Bank of Arizona, February 2024
- The Fiduciary Role of Board Members and Management – Focus on Financial Reporting – Webinars for AZ Impact for Good, Formerly Alliance of Arizona Nonprofits, Business on Board Program – 2020 – Current
- Panel: Evolving Your Fundraising Events – ASCPA Not-for-Profit Conference, Created and Facilitated – June 2023
- Interim Executives – Your Interim Client’s Financial Reporting: What to Know – Webinar for Third Sector Company, November 2023
- 4 Myths that Hurt Not-for-Profit Organizations – And How You Can Help – Alliance of Arizona Nonprofits – June 2021
- Care and Feeding of Your Not-for-Profit Leadership – Updated and recorded webinar for the Arizona Society of CPA’s Not-for-Profit Conference for June 2021
- One Size Does NOT Fit All – Considerations for Out-sourcing Your Not-for-Profit Accounting – Webinar for Arizona Society of CPA’s – October 2020
- Importance of Good Accounting Practices for Physicians in Practice – Podcast interview for members of the Maricopa County Medical Society – July 2020
- But I Did It for Free! – Hot Tips for CPA’s Serving or Considering Serving on a Not-for-Profit Governing Board – Webinar for the Arizona Society of CPA’s – February 2020
- On the Not-for-Profit Highway, What’s My Lane? – Organized and developed Joint Sponsored Seminar for not-for-profits with Your-Part-Time Controller and Robert Erven Brown, Attorney – September 2019
- Best Practices for Protecting Your Nonprofit Status – Arizona Society of CPA’s Not-for-Profit Conference, Presented with Robert Erven Brown, Attorney – June 2019
- Care and Feeding of Your Not-for-Profit Leadership – Joint Sponsored Seminar for not-for-profits March 2019
- Board Transparency – ASCPA Annual Not-for-Profit Conference 2017
- Contributions and Pledges – Wonderful to Receive, Challenging to Record – ASCPA Annual Not-for-Profit Conference 2016
- If You are at This Conference, a Not-for-Profit Organization Wants You on Their Board – Not-for-Profit Governance Training Session – Arizona Society of CPA’s Not-for-Profit Conference – Presented with Ann-Marie Anderson, Esquire, 2015
- Finding the Leaks in your Internal Controls – Rural Water Association – 2012 and 2014
- Tune Up Your Audit, Management and Governance Synergy – Presented with Greg Coy, CPA, ASCPA Not-for-Profit Conference – 2013
- Board Training on How to Read your Financial Statements without Going to Sleep – Various not-for-profits – 2012 – 2021
- Federal Grants – How to Navigate Through the Obstacles – Arizona Rural Transportation Summit – 2012 and 2016
- How to Prepare for your Audit Without Tearing Your Hair Out – for Water Districts – Rural Water Association – 2010 and 2011
- Audit Committee Guidance – Based Upon AICPA Audit Committee “Tool Kit” – Numerous Government and Not-for-Profit audit and finance committees 2010-2015
- Run Your Charter School Like a Business – Charter School Association – 2001
- Non-Profit and Governmental Update – Lumbard & Associates, PLLC sponsored conference – 2001
Article Published in the Arizona Society of CPAs Magazine
- Three Myths that Hurt Not-for-Profit Organizations and What You Can Do to Help – For May/June 2021