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

Date and Time: Wednesday, May 26, 2021 - 09:00 am to 01:00 pmLocation: N/A - Online

$20.00$116.00

Registration for this course is closed. Please contact us at [email protected] to inquire about any remaining spaces or to be placed on a waiting list.

We created this class in response to overwhelming demand for a “deeper dive” beyond our Fundamentals of Finance class.  Continuing the process of understanding, analyzing, interpreting and communicating information contained in audited financial reports, an in-depth dissection and analysis of a financial case study will take participants through the process of determining the health and impediments revealed in financial statements. You will learn to look beyond the surface to recognize the truth behind the numbers and how to frame the story for readers of your organization’s financial reports.

This deeper level of understanding will enhance your ability to communicate the financial picture to funders, board members and other key stakeholders.  Equally important, you will be able to make decisions based on a more precise financial picture.

Beginning with a review of analysis tools and how financial statements relate to one another, the class will move on to the examination of multi-year audited financial statements of a sample nonprofit.  You’ll practice using these tools to make observations and form conclusions about the organization’s future, based on what the statements reveal.  The next step is formulating recommendations for course corrections or actions.  This class will be a treasure hunt to reveal what truly lies beneath the numbers.

 

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

Event Location

Date: May 26th, 2021

PA

Member $96
Non-Member $116

Instructors

  • Thomas Scurto-Davis

    Founding Principle at Money2Mission, LLC, Thomas Scurto-Davis has 20 years of nonprofit financial management and accounting experience. His professional practice is focused on helping NPOs design and implement systems, improve financial literacy and effectiveness, and build organizational understanding. His goal is to help nonprofits make better-informed decisions while using financial data to tell their compelling and unique story.

    He is an affiliated trainer with the Nonprofit Center at La Salle University’s School of Business where he leads trainings on financial management, risk assessment and mitigation, business planning, budgeting and financial analysis.  He is also an adjunct professor for La Salle’s graduate