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

Date and Time: Thursday, March 28, 2019 - 09:00 am to 01:00 pmLocation: Historical Society of Pennsylvania - 1300 Locust Street, Philadelphia, PA 19107


Registration for this course is closed. Please contact us on 215-991-3676 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” 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 Finance), 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 Package with Fundamentals of Finance: Register and pay for this class and Fundamentals of Finance at the same time, and save $25. Use promo code: FINANCE

SKU: N/A Category: Tags: , Audience: Individuals who have taken Fundamentals of Finance 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: March 28th, 2019

Location: Historical Society of Pennsylvania

Address: 1300 Locust Street

Philadelphia, PA 19107

Member $86
Non-Member $106


  • Thomas Scurto-Davis

    Thomas Scurto-Davis, is executive director of the Main Line Art Center in Haverford, where he had been serving as interim executive director and prior to that, director of finance and operations.  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 as an operatic baritone.  His performance career included singing