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Build a Budget and Dashboard for Your Nonprofit: Assess Your Financial Health, Plan for the Future and Measure What You Want to Manage

Foundation for MetroWest

Tuesday, October 24, 2017 from 9:30 AM to 11:00 AM (EDT)

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Build a Budget and Dashboard for Your Nonprofit: Assess Your Financial Health, Plan for the Future and Measure What You Want to Manage   more info Oct 23, 2017 Free  

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Event Details

During this workshop attendess will:

 

  • Discuss the Budget building process
  • Outline a “Better” budget
  • Walk through an example of a “Better Budget”
  • Describe an effective dashboard and useful ways to focus on the metrics that are most important to your organization
  • Explore how to implement these tools in a way that helps your board and staff focus on critical success factors and make informed decisions about where to invest 

Who should attend: This workshop is intended for any nonprofit professional or board member of organizations from small to large.

About the Presenters: 

Kate Mombourquette, Financial Analyst, InSource Services

Kate manages Insource’s Accounting and Bookkeeping service delivery team and provides consulting services directly to clients as a Financial Analyst. Skilled at communicating financial information to non-finance managers, she specializes in assessing, creating and implementing financial controls and accounting policies and procedures for client organizations.

Kate has more than a decade of supervisory experience in accounting and financial management in a wide variety of industries with many of these years spent focused on nonprofits.

Kate holds a Bachelor of Science degree in business and communications and an MBA focusing on nonprofits and small business from Northeastern University.

Adam Griffin, Senior Financial Consultant, InSource Services

Adam manages Insource’s Financial Consulting service delivery team and provides consulting services directly to clients as a Senior Financial Manager. Skilled at providing decision making metrics, he oversees the day-to-day financial operations for nonprofit clients, ensures that best business practices are being followed and operates as a strategic partner to his clients’ leadership teams.

Adam has more than ten years of experience in accounting and financial management with a focus on nonprofits.

Adam holds a BBA in Accounting from the University of Massachusetts at Amherst’s Isenberg School of Management and an MSA in Accounting also from the University of Massachusetts.

 

Have questions about Build a Budget and Dashboard for Your Nonprofit: Assess Your Financial Health, Plan for the Future and Measure What You Want to Manage? Contact Foundation for MetroWest

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When & Where


Whitney Place
3 Vision Drive
Natick, MA 01760

Tuesday, October 24, 2017 from 9:30 AM to 11:00 AM (EDT)


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Organizer

Foundation for MetroWest

Established in 1995, the Foundation for MetroWest is the only community foundation serving the 33 cities and towns in the region.  We promote philanthropy in the region, help donors maximize the impact of their local giving, serve as a resource for local nonprofits and enhance the quality of life for all our residents.  Since inception, the Foundation has granted $14 million to charitable organizations and currently stewards more than $18 million in charitable assets for current needs and future impact.  To learn more, please visit www.foundationformetrowest.org or call 508-647-2260.

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Build a Budget and Dashboard for Your Nonprofit: Assess Your Financial Health, Plan for the Future and Measure What You Want to Manage
Things to do in Natick, MA Class Business

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