Training Descriptions
Finance Fundamentals
Our Finance Fundamentals trainings help those new to nonprofit finance gain the basic operating skills and confidence needed to achieve mission goals. They 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.
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
Learn more about this workshop.
Fundamentals of Nonprofit Finance
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
Managing Cash Flow
Cash flow projections can help you prepare for bumps in the road before they appear.
- Review the cash flow considerations for different types of income and expenses
- Discuss how to avoid and manage cash flow problems
By the end of the session, you will have worked through an example cash flow projection and will be ready to download our cash flow template and begin managing cash flow at your organization.
Learn more about this webinar.
Financial Clarity for Nonprofit Boards Webinar
In this webinar, you will begin by reviewing basic nonprofit financial reports and terminology. You will then learn to interpret financial information in context, and learn strategies to effectively participate in financial discussions and decisions. By the end of the session, you will have a working knowledge of the nonprofit income statement and balance sheet and will understand your financial leadership roles and responsibilities.Learn more about this webinar.
Practical Financial Management
These workshops and webinars are designed to help staff with financial responsibilities develop the management skills necessary for savvy planning and strategic decision making.
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
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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
Financial Policies for Internal Control
The security, viability, and reputation of your entire organization depends on the integrity of your financial management practices. This webinar will help you develop sound financial policies and effective internal controls.
- Learn to assess challenges and risks
- Discuss how to share responsibility and authority within your organization
- Download sample board and management policies and learn how to customize them for your organization
Financial Leadership
These workshops will help nonprofit leaders balance financial priorities, adapt to uncertainty, and steer their organizations toward a sustainable future.
Financial Analysis and Benchmarking
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
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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.
Learn more about this workshop.
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
Emerging Issues
Financial Planning in Uncertain Times
As the economy crawls out of its recession, nonprofit leaders know that the effects of the recession will continue to impact their budgets for years to come. Sound financial management must be a priority for nonprofit organizations if they are to survive and thrive. Attendees of this workshop will learn how to assess their organization's current financial position and business model, gauge budget risks and uncertainties, and examine organizational goals and priorities. Different tools and techniques for scenario planning and multi-year budgeting will also be discussed.Specialized 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.