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Leadership Conversations Series: 7 Budget Tips That Really Work

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Foundation Center Midwest

1422 Euclid Ave

Suite 1600

Cleveland, OH

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Joe Biden once said, “Don't tell me what you value, show me your budget, and I'll tell you what you value.”

Whether you enjoy the budget process and numbers or you do not, your budget planning is an annual exercise that requires you to look at your vision and strategy from a more specific lens of finance. What if our event sponsorships are low next year? What if our grant from the state is eliminated because of the new Governor? If the President eliminates our funding, how much time do we have to find new resources? Maybe we should look to start an endowment?

Your budget is a guide and should align to your strategic plan goals and your operational plan for the next year. It is a guide because in the fund development arena, you cannot always control some external forces, but how that impacts your expenses is something you can control.

So how do I build a budget that works for my organization?

Join Alison Motz of Ascend Advisors for this key session of our new leadership series Conversations and we’ll explore 7 budget tips on the budget basics including engaging your Board in the process and potential budget pitfalls to avoid.


About the Presenters:
Allison Motz, M.P.A., President & Owner of Ascend Advisors is an innovative, strategic thinker with over 18 years of executive management experience creating solutions and strategies moving organizations to their highest potential. She grew up in Cleveland, Ohio and now resides in Nashville, Tennessee.

After completing 10 years in the non-profit and government sectors, she left to pursue a consulting practice with a goal of strengthening organizations that strengthen lives and communities. Her focus is customized to the needs of her clients and supporting their efforts to further their strategic visions. She seeks clients willing to work in partnership and welcomes organizations facing complex challenges. She thrives in work that requires strategic and tactical problem-solving. She can see the “big picture” and translate the picture into an operational plan for implementation. She has experience managing staff and support consultants and the ability to build relationships to enhance project goals. She is seeking opportunities with for-profit and non-profit organizations.

Allison has facilitated business and non-profit collaborations to address youth and workforce development challenges with shared solutions. She worked with healthcare systems to develop the Northeast Ohio Health, Science, and Innovation Coalition, an unprecedented partnership of regional health systems (Cleveland Clinic, University Hospitals, Summa Health System, The MetroHealth System, Southwest General Health Center, EMH Health System, and the Louis V. Stokes Medical Center) working towards mutual workforce pipeline solutions.




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Date and Time

Location

Foundation Center Midwest

1422 Euclid Ave

Suite 1600

Cleveland, OH

View Map

Refund Policy

Refunds up to 1 day before event

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