Workshop Descriptions
Finance Fundamentals
Our Finance Fundamentals workshops are perfect for those new to nonprofits or for board members, program managers, administrative staff, and executive directors looking for a financial refresher. Take Fundamentals of Budgeting and Fundamentals of Financial Management for a comprehensive overview of nonprofit finance.
Register for Fundamentals of Budgeting.
Register for Fundamentals of Financial Management.
Budgeting
Fundamentals of Budgeting
This workshop is a practical introduction to the annual budgeting process.
- Discuss roles and responsibilities
- Understand program and project budgets
- Learn about cash flow projections
Register for Fundamentals of Budgeting.
Managing Cash Flow
Cash flow projections can help you prepare for bumps in the road before they appear.
- Understand your monthly income and expenses
- Learn to anticipate and avoid cash flow problems
- Discuss how to build working capital reserves.
- Participants receive cash flow projection templates and tools
Calculating True Program Costs
Do you know what your programs cost? This workshop provides an overview of program budgeting and allocations.
- Learn to identify direct and indirect expenses
- Review different methods of allocating expenses to programs
Register for Calculating True Programs Costs.
Nonprofit Budgeting: Beyond the Basics
Take your practical budgeting knowledge to the next level.
- Learn how budgets can help you plan and monitor your financial health
- Assess your budgeting culture
- Review staff and board roles
- Discuss strategies to energize your financial team
This workshop is designed for those who understand the basics of budgeting.
Register for Nonprofit Budgeting: Beyond the Basics.
Financial Reports
Fundamentals of Financial Management
This workshop is designed to give nonprofit staff and board members a practical overview of nonprofit finance.
- Learn financial terminology
- Become familiar with the nonprofit income statement and balance sheet
- Understand accounting rules for restricted contributions
- Discuss financial roles and responsibilities, the audit, and internal controls
Register for Fundamentals of Financial Management.
Understanding Nonprofit Financial Reports
Nonprofit financial reports have their own language. This workshop is an in-depth introduction or refresher for anyone who reads nonprofit financial reports.
- Focuses on the income statement and balance sheet
- Unpacks key terminology
- Illustrates how financial documents relate to each other
- Help you use financial information effectively.
Register for Understanding Nonprofit Financial Reports.
Presenting Financial Reports to the Board
Your board of directors has ultimate fiscal responsibility for your organization. This workshop will help you work with them more effectively.
- Learn how to evaluate your board's financial capacity and teach board members about nonprofit finance
- Discuss how to improve the flow of financial information between staff and board
- Explore different report formats
- Learn to write effective narratives
Register for Presenting Financial Reports to the Board.
Measuring Your Financial Health
This advanced workshop will move beyond how to satisfy audit requirements and teach you to analyze and interpret your basic financial reports in context.
- Discuss the components of nonprofit financial health
- Learn to identify key financial indicators.
- Using a case study, learn how to calculate financial ratios
- Create dashboard reports summarizing the financial indicators important for your organization
Strategic Financial Management
Building a Nonprofit Social Enterprise
If you are seeking to diversify funding or stabilize your financial base, you may be exploring opportunities to create a business venture or social enterprise.
- Identify the right earned income opportunities
- Ensure that any new social enterprise strengthens your mission and complements existing programs
- Hear success stories
- Learn how to start business planning
Register for Building a Nonprofit Social Enterprise
Learn more about Social Enterprise
Financial Policies for Internal Control
The security, viability, and reputation of your entire organization depends on the integrity of your financial management practices.
- Learn to develop sound financial policies and effective internal controls
- Discuss challenges and risks
- Evaluate the sharing of responsibility and authority within your organization
- Handouts include sample board and management policies that can be customized for your organization
Financial Leadership for Executive Directors
This workshop has been created specifically for executive directors of small nonprofits who often function as the key financial manager.
- Learn to clarify roles and responsibilities
- Strategize how to communicate financial information to different stakeholders
- Discuss how to work with auditors, the finance committee, and the board
- Includes a review of the income statement and balance sheet
- For executive directors only
Board Training
Financial Clarity for Nonprofit Boards
Your board of directors is responsible for the financial health and viability of your organization and must be able to understand and interpret financial information.
Using your own financial reports, we will give your board a practical understanding of key financial topics. Your board will be better prepared to help organizational leaders assess and pursue new financial strategies to respond to the challenging economic climate.
Learn more about scheduling a training for your board.