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Digging the Data: What Is the Story Behind the Numbers?
This class will begin with a brief review of the three principal nonprofit financial reports, their parts, and how they are all related, remind you of some key definitions to shake off the dust, and then we’ll share some in-depth analytical tools to help you make sense of the numbers. After this we’ll dig right in and look at actual financials from organizations focused on very different services to show how nonprofits can be compared and contrasted to build understanding, while highlighting common nonprofit challenges. You’ll practice using what you’ve learned to make observations and form conclusions about the organizations’ future, based on what the statements reveal.
Thursday, May 4, 2023
09:00 am to 01:00 pmN/A - Online
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Financial Forecasting: Informed By The Past; Built For The Future
This class will explore the basic inputs required to develop and evaluate financial projections for your organization. Understanding how and when resources are available to your organization will not only enable you to guide policy and programmatic decisions, but also assist you in strategically planning your organization’s growth and sustainability.
Wednesday, March 29, 2023
09:00 am to 12:00 pmN/A - Online
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Fundamentals of Budgeting
A good budget can be a GPS for decision-making that keeps you focused on mission and headed toward your objectives. By the end of the class, you will have learned a systematic approach to constructing a budget for a program or an organization as well as strategies for monitoring actual income and expenses, enabling you to make important management decisions in real time, and project through the end of a fiscal year.
Friday, March 10, 2023
09:00 am to 12:00 pmN/A - Online
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Fundamentals of Finance
This class is designed to help you acquire the skills that will enable you to understand and interpret your financial story for both internal and external audiences. You will leave this class with a deeper understanding of financial reports, the role they play and the stories they tell. You will understand how to read and interpret financial statements to inform strategic decision-making, appropriately separate financial duties and responsibilities to protect against fraud and misuse, and allocate expenses more accurately in order to truly reflect your programmatic needs and narrative.
Thursday, November 17, 2022
09:00 am to 04:00 pmBallard Spahr, LLC
BNY Mellon Center, 1735 Market Street, Philadelphia, PA 19103 -
Fundamentals of Finance
This class is designed to help you acquire the skills that will enable you to understand and interpret your financial story for both internal and external audiences. You will leave this class with a deeper understanding of financial reports, the role they play and the stories they tell. You will understand how to read and interpret financial statements to inform strategic decision-making, appropriately separate financial duties and responsibilities to protect against fraud and misuse, and allocate expenses more accurately in order to truly reflect your programmatic needs and narrative.
Thursday, February 16, 2023
09:00 am to 03:00 pmN/A - Online
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Fundamentals of Finance
This class is designed to help you acquire the skills that will enable you to understand and interpret your financial story for both internal and external audiences. You will leave this class with a deeper understanding of financial reports, the role they play and the stories they tell. You will understand how to read and interpret financial statements to inform strategic decision-making, appropriately separate financial duties and responsibilities to protect against fraud and misuse, and allocate expenses more accurately in order to truly reflect your programmatic needs and narrative.
Thursday, January 12, 2023
07:00 pm to 09:00 pmN/A - Online
