Strong Experience. Innovative Solutions.

At DBD Group, we know that financial management is about more than numbers. It's about helping your organization be in the best position to have the greatest impact in your community.

When it comes to financial management practices, experience matters. Beyond understanding the principles of finance, you also need a partner that can help you communicate your vision through financial measures, support and nurture your team, and set your organization up for long-term success. 

Our Financial Management team has the perspective and expertise to help your organization navigate challenges, maximize  opportunities and create a sustainable future. 

  • Brian Keel, CPA, CGMA
  • JMellor_SquareWeb
  • NSprenger_Square_Web
  • GButler_SquareWeb

Debt Analysis and Debt Refinancing

Taking control of your debt and retaining more cash to invest in your mission can be game changing. Refinancing your existing debt can enhance your sustainability or help you prepare for growth. Using our unique approach, DBD experts act as your third-party debt stewards. Throughout the process, we engage volunteers so they can own the results, and we help train a staff member to become an internal expert on managing debt going forward.

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

Interim CFO  

When your CFO role becomes vacant, you have both an immediate need and a longer-term opportunity. DBD's experienced staff can fulfill your short-term needs until your vacant position is filled. We can also help you determine the skills and strengths you need in a new CFO before you hire them, ensuring that you find a good fit for your organization. 

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

Financial Assessment  

When your organization is undergoing or considering change, it's crucial to know the strength of your foundation. DBD's Financial Assessment provides an experienced and objective view of your organization's financial position. This allows for a quicker ramp up for an incoming CEO or greater confidence that your expansion plans are properly structured. Our observations and recommendations provide a road map to prioritize your next steps for a stable and sustainable future. 

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

Capital Planning Model

Planning for expanded services or facilities can be an exciting undertaking. DBD experts can help your organization prioritize competing opportunities by both social and economic impact. We will work with your team to craft an overall capital plan, select project priorities, complete both operational and capital proformas, cash flow projections and an assessment of debt capacity.

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW 

Mergers and Acquisitions

Your organization may find itself in a position to work with another organization in a way that requires more than collaboration. If a merger or acquisition opportunity presents itself, DBD can assist you with financial and strategic due diligence. Our independent review can help maximize the impact of the combined organization.

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

Program Impact Analysis

Programs are the way you deliver on your mission. But finding the right mix of mission and margin can be challenging at times. DBD’s Program Impact Analysis interprets your information to help you enhance program delivery, allocate your resources most effectively, and increase your staff’s financial knowledge. Our goal is to create an internal champion among your staff who can replicate the financial model as new budgets and year-end results are available, helping you make the most impact.

DOWNLOAD A PRINTABLE PRODUCT OVERVIEW

Work with DBD Group

With over 800 years of combined experience, our consultants help nonprofits thrive so that their communities can flourish.
icon-capital-campaign-consu

Fundraising

When you're ready to grow, the right campaign counsel will help you make your vision a reality.
plant-icon

Financial Management

Raising money is one thing. Successfully managing the resources you already have is another.
icon-what-we-believe

Strategic Planning

Our Strategic Planning process helps non-profit organizations evolve and advance in today's challenging and swiftly changing environment.
icon-our-people

Board Governance

DBD Group's approach to board governance will help you build your board's capacity and position you need for greater impact in your community.
When I first came in to my role, Brian was leading an assessment of our financial position. His deep experience and objective insight was exactly what I needed, as well as our board of directors.  Through his strong, clear recommendations, we were able to prioritize our next steps and take action to improve our financial operations and reporting.

As interim CFO, Brian not only helped keep the day-to-day operations of the Finance Department moving smoothly, he improved our processes and our reporting. Our new CFO now has a very strong foundation. With his knowledge of operations and finance, he’s helped everyone succeed in their roles – our executive staff, the finance committee and me.
Leisha BarcusPresident/CEO   |  YMCA of Greater Des Moines

We're here to assist you in all of these critical financial decisions as you work toward your organization's bigger vision!

Start The Conversation

The latest from DBD

THINK LIKE A DONOR

DBD Group's Robyn Furness-Fallin reveals what new research is telling us about how donors think.

READ MORE

THE PEOPLE BEHIND THE DAF

DBD Group's Mary Ramirez explains how nonprofits can get to know the people behind DAF gifts by engaging with community foundations who administer funds.

READ MORE

SILENCE CAN LEAD TO GOLD

DBD Group's Thom Peters reminds us why welcoming silence can help us improve our ability to engage volunteers, donors and staff.

READ MORE

TRY SOMETHING NEW WITH YOUR BOARD

Brian Keel, CFO at YMCA of the Triangle, offers several suggestions of things to do to help new volunteers get up to speed faster.

READ MORE
house made 100 dollar bills

Three Financial Aspects Of Your Capital Campaign To Know Before You Start

Brian Keel gives three tried and true tips to put you in the strongest position for your capital campaign.

READ MORE

Rethinking Office Space for Nonprofit Organizations

When thinking about ways to use real estate assets to further a nonprofit’s mission, we often focus on underutilized real estate and how we might turn . . .

READ MORE
blank notebook on blue background

USING STRATEGIC PLANNING TO GET HEALTHIER

DBD Group's Richard Clegg shares how he used strategic planning processes to address a personal challenge.

READ MORE
winter gloves

Strategic Planning: One Size Does Not Fit All

DBD Group's Richard Clegg explains different types of strategic planning and how to determine which is the right fit for your organization.

READ MORE

Change in Plans: Embracing Adaptability in Leadership

DBD Group's Bruce Berglund reflects on the power of adaptive leadership when facing change.

READ MORE

DBD PODCAST: TRUST AND LEADERSHIP

Bruce Berglund interviews Cory Scheer of TrustCentric about trust and leadership. In this podcast, they discuss how to measure, build and repair trust.

READ MORE
Three people reviewing an item on a laptop

Creating a Culture of Inquiry

Building a culture of inquiry takes time and effort, but it is essential for a board to effectively govern an organization.

READ MORE

How to Delight and Surprise Your Nonprofit Board

Boards generally don’t like to be surprised. Generally, boards like to know what is going on in a nonprofit organization, and they want to be well-prepared

READ MORE
set of three doughnuts

How Do You Stand Out in a Crowd?

Richard Clegg shares what a famous doughnut empire can teach us about standing out in a crowd of similar businesses.

READ MORE
feature_mailbox-1050x390

A Tale of Two Letters

Michele Goodrich illustrates how personal attention and follow up are the keys to creating a great giving experience for donors.

READ MORE
Shelf of books

What We're Reading

One of our axioms is “Keep learning, stewarding, and sharing.” In that spirit, the DBD Team shares their book picks to inspire you in work and in life.

READ MORE