Series 2: Using Data for Day-to-Day Management and Communicating with Stakeholders

Especially amidst today’s uncertain funding and policy landscapes, there are practical steps nonprofit leaders should be taking for their organizations’ financial health. Click here for an overview of NFF’s approach to nonprofit financial management and our extensive webinar offerings.

Our webinars are grouped into three series that build on each other to provide the strategies and tools for nimble and informed decision-making toward financial strength and greater mission impact.

This series shares some everyday management tools that help nonprofit leaders make nimble decisions and communicate with staff, board, funders, and constituents. We cover both basic and strategic uses of budgeting, cash-flow planning, dashboard management, and financial storytelling.

1. Budgeting Basics

April 17, 2018 at 3:00 PM Eastern/12:00 PM Pacific

Understand how to manage expenses alongside revenue realities. We’ll review key budget terms, concepts and best practices, and demystify the budgeting process for annual budgets and grants management. Learn how to budget for restricted revenue, below-the-line budgeting and budget reforecasting. Take home a NFF budget template with instructions for use.

2. Strategic Budgeting

April 24, 2018 at 3:00 PM Eastern/12:00 PM Pacific

Your budget can be a core management tool to align staff and board around financial goals such as growth, stability, or change. Learn how to set up a budget that appropriately communicates your organization’s comprehensive financial needs and future plans. You’ll take home an NFF budget template that includes options for below-the-line budgeting and multi-year projections.

3. Cashflow Planning

May 1, 2018 at 3:00 PM Eastern/12:00 PM Pacific

A key component of financial stability is understanding how cash flows into and out of your organization. Learn how to create a cash-flow projection; about common strategies for managing cash flow; how to avoid missteps in cash-flow planning; about the differences between cash and accrual account, and how cash-flow management connects to accessing credit. Also, take home a template for monitoring your organization’s cash flow that accounts for restricted revenue and debt repayment.

4. Dashboard Development

May 8, 2018 at 3:00 PM Eastern/12:00 PM Pacific

Dashboards are increasingly popular for communicating your mission and outcomes successes, staffing, and resources. Learn how to create, populate and use a dashboard that guides thoughtful conversation about your nonprofit’s financial needs, challenges, and opportunities. Take home tools to get you started on building your own management dashboard.

5. Telling your Financial Story

May 15, 2018 at 3:00 PM Eastern/12:00 PM Pacific

Nonprofit leaders must know, own, and articulate their organization’s financial story to build trust and credibility, contextualize financial reports, connect finances to mission, and advocate for their needs. Learn how to craft a compelling financial story tailored to a variety of audiences, using budgets, dashboards, audits, and other materials. You’ll take home a template that outlines financial story building blocks.

FAQs

Can I share my individual ticket or series package registration with other people?

Unfortunately, it is not possible to share registration with other people. In order to bring these webinars to the nonprofit space at their current individual rate, our webinars are priced at a one registration, one viewer model. Please purchase a group ticket, which allows multiple members from the same organization to view the webinar from a central location using one log-in.

I'll miss one of the webinars, will I receive a recording?

Yes! All webinar purchases include the live broadcast, as well as a recording and downloadable PowerPoint slides that you can view at your convenience---we send these to all registrants, regardless of whether or not they attend. The recordings and PowerPoint slides will be sent to the registered email address shortly after each live session.

If I join the series mid-point, can I purchase recordings of the first few webinars?

Yes! Recordings of each webinar are available for purchase and include a link to the online recording as well as a PDF of the PowerPoint presentation. For more information about this option, please copy and paste the following link into your browser: http://bit.ly/EBfinancing

What is the refund policy?

NFF will accept refund requests up to 1 full business day before the start of the webinar.

Can I purchase the discount package after the webinar series has started?

Yes! We will continue to offer a discounted series package throughout the webinar series.