$0 – $10

Financial Planning Beyond the Annual Budget

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Location

School of Arts and Culture at the Mexican Heritage Plaza

1700 Alum Rock Avenue

Classroom 5

San Jose, CA 95116

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Refund Policy

Refund Policy

Refunds up to 7 days before event

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Description

Does your organization have a multi-year strategy in place, or plans to develop one soon?

A well articulated multi-year financial plan is an integral part of any strategic plan. As a tool, a multi-year financial plan can help an organization plan for the future and adjust to changing realities. In this three-hour hands-on workshop, we will explore the following topics to help bring your multi-year plan to life:

  • Connecting multi-year plans to organizational goals and strategies

  • Understanding and quantifying key operational cost drivers

  • Understanding risk areas and implementing mitigation strategies

  • Modeling alternative scenarios.

**Organizations are encouraged to bring multiple team members. This workshop is designed for arts organizations with annual budgets between $50,000 and $2 million.




SVCREATES is partnering with Fiscal Management Associates (FMA) to provide ongoing workshops for local arts organizations. A national provider of technical assistance and professional development to nonprofit organizations, FMA works to guide and support organizations in strategic financial planning and fiscal management.

Trainer:

Roxanne Hanson, FMA Senior Consultant, delivers fiscal management and operational insights to nonprofit and philanthropic leaders across the country. With over 20 years of experience, Roxanne brings practical expertise to social change organizations through trainings and workshops for a wide variety of audiences. In both her past operations and capacity-building roles, she has designed and implemented dashboards and other data-visualization tools to help nonprofits and foundations make better strategic decisions. Roxanne is also a classically-trained dancer, a graduate of Houston’s High School for the Performing and Visual Arts, and served on the founding board of Takoma Theatre Arts Project in Washington, D.C. She is based in FMA’s Oakland office.



Registration is limited to 25 participants, sign-up today!

Fee: $10, Complimentary for SVCREATES grantees.

Questions: contact Alyssa Erickson at alyssae@svcreates.org


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Date and Time

Location

School of Arts and Culture at the Mexican Heritage Plaza

1700 Alum Rock Avenue

Classroom 5

San Jose, CA 95116

View Map

Refund Policy

Refunds up to 7 days before event

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