Description

Six 75-minute webinars

Wednesdays, October 13th, 20th, 27th, November 3rd, 10th, 17th 

1 PM – 2:15 PM ET

Join this six-week course to sharpen your ability to lead the financial management of your organization.  From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.

Who Should Attend: Nonprofit leadership teams, COO’s, accountants new to nonprofit accounting, program directors and managers, multi-hat nonprofit staffers, board members, anyone interested in learning to better understand and manage nonprofit finances.

Participants in this workshop will leave with:

• Practice building, monitoring, and reporting on financial activity
• Practice building organizational budgets
• Five tools to monitor and track financial activity

Webinars will take place Wednesdays in October & November, 1:00-2:15 pm ET

• Oct. 13 | Understanding Financial Statements | Tool Offered: Ratio Analysis Template
  
• Oct. 20 | Planning and Budgeting for Success | Tool Offered: Budget Building Template
  
• Oct. 27 | Monitoring Financial Performance | Tool Offered: Budget Performance Template
  
• Nov. 3 | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
  
• Nov. 10 | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template
  
• Nov. 17 | Financial Strategy and Goal Setting

All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials.

We are committed to making our online courses as accessible as possible to all learners. Please contact us with any concerns or requests.

Offered by our partners at Montana Nonprofit Association.

About the Presenter

Adam Jespersen joined the Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters and enjoys hiking, skiing, and all that Montana has to offer.