A practical guide to mastering financial oversight for public sector boards

A step-by-step playbook for elected officials and administrators navigating risk, regulation and responsibility.

Public-facing boards are under more pressure than ever.

From shifting economic conditions to rising public scrutiny, today’s leaders must juggle complex budgets, evolving risks, and increasing demands for transparency — all while staying mission-focused. This guide delivers the clarity and confidence you need to lead with integrity and insight.

Whether you're a school board trustee, city council member or municipal administrator, this guide is your roadmap to smarter oversight. Download the guide today to learn how to:

Stay ahead of risk and regulation
Centralize financial data and documents
Build trust through transparency
Strengthen board knowledge and confidence
Leverage technology for smarter decisions

financial and risk oversight for public facing boards

Your Data Matters

At our core, transparency is key. We prioritize your privacy by providing clear information about your rights and facilitating their exercise. You're in control, with the option to manage your preferences and the extent of information shared with us and our partners.