Beyond the Fundamentals of Financial Management: What the Numbers Are Really Saying

Date and Time: Tuesday, June 19, 2018 - 09:00 am to 01:00 pmLocation: The Historical Society of Pennsylvania - 1300 Locust Street, Philadelphia, PA 19107

$20.00$106.00

Select Your Member Level

Clear

We created this class in response to overwhelming demand for a “deeper dive” into what the numbers are saying. This class will continue the process of understanding, analyzing, interpreting and communicating information contained in audited financial reports. Through in-depth dissection and analysis of a financial case study, this class will take participants through the process of determining the health and headaches that financial statements reveal. You will learn to look beyond the surface to reveal the truth behind the numbers and how to frame the story for readers of your organization’s financial reports.
The session will begin with a review of analysis tools and how financial statements relate to one another (as taught in Fundamentals of Financial Management), then move on to the examination of multi-year audited financial statements of a nonprofit. You’ll practice using these tools to make observations and form conclusions about the future of the organization, based on what the statements reveal. The next step is formulating recommendations for course corrections or actions. Break out groups will have an opportunity to present their findings to “mock” boards using what they have discovered in their analysis.
If you love mysteries and searching for clues, this class will be a treasure hunt to reveal what truly lies beneath the numbers.

 

Special offer on Fundamentals of Financial Management and Beyond the Fundamentals:  Take both and save $25.  Use Promo Code: FINANCE

Register for Fundamentals of Finance on 11/2/17 here

Register for Fundamentals of Finance on 3/1/18 here

SKU: N/A Category: Audience: Individuals who have taken Fundamentals of Financial Management within the past three years and finance staff and/or board with a mandatory minimum of two years of experience in nonprofit finances.

Event Location

Date: June 19th, 2018

Location: The Historical Society of Pennsylvania

Address: 1300 Locust Street

Philadelphia, PA 19107

Member $86
Non-Member $106

Instructors

  • Thomas Scurto-Davis

    Thomas Scurto-Davis, is currently interim executive director of the Main Line Art Center in Haverford, where he has been serving as director of finance and operations, responsible for all finance functions as well as technology, human resources and physical plant.  With a special interest in arts and culture, he is passionate about advancing the role of arts and culture in the national consciousness and has been committed to promoting nonprofits through enhanced education and management for more than 30 years.

    Thomas got hooked on the arts through his school’s arts programs, then successfully pursued his professional artistic goal with a career