Boston, MA | presented by TSNE | $79 | More Info

This workshop will provide participants with an overview of what key financial and operational indicators are – and why they are essential to maintaining a healthy organization. We will review certain basic financial tools and metrics that every nonprofit manager should be familiar with, including the data to look for in the 3 basic financial reports: balance sheet, cash flow statement and income statement.

In addition, we will cover ways that nonprofits can identify indicators specific to their organization, including sources and timing of revenues and the nature of an organization’s activities and spending patterns, paying particular attention to growth trends and seasonal fluctuations.

Participants will be provided with an overview of how to capture and use performance metrics on a regular basis. We will also review how finance functions and tools should be integrated within the organization, touching on budgeting and forecasting, personnel and operations decisions, resource management, fundraising and marketing.

The objective of this workshop will be for participants to leave with some very practical ways of helping their organizations not only stay fiscally healthy, but increase their ability to plan for the future and help their organizations thrive.

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