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Telling Your Financial Story: Dashboards and Visual Tools

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School of Arts & Culture @ Mexican Heritage Plaza

1700 Alum Rock Avenue

San Jose, CA 95116

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Telling Your Financial Story: Dashboards and Visual Tools

At a time when economic uncertainty continues to place pressure on arts organizations, it is critical for leaders to incorporate their organizations’ financial position into strategic decisions. Get visual tools to help convey your financial story to both internal and external stakeholders. Using historical data to inform your annual and strategic plans, connect the past to the future as you chart a course towards long-term financial sustainability.

In this workshop, we will use your financial reports to gain an understanding of your organization's financial health, as well as learn how to convert that understanding into a compelling picture for your board, staff, and funders. This workshop is designed for board and staff leadership, management teams, and those with all ranges of financial management experiences. Join us to explore:

  • Key indicators of nonprofit financial health, as well as the relevant benchmarks for each metric:

    • Liquid Unrestricted Net Assets

    • Operating results

    • Months of cash on hand

    • Revenue mix

    • How to calculate financial metrics using an Excel-based Financial Health Dashboard tool

    • Tips for translating numbers into compelling graphs to tell an accessible financial story

Please bring your organization’s most recent financial reports to the workshop to use as a reference.

SVCREATES is partnering with Fiscal Management Associates (FMA) to provide this workshop for its grantee 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.

Trainers:

Rebecca Coker, FMA Lead Consultant for the West Coast, brings experience in both the private and nonprofit sectors to her work. As a certified Six Sigma Black Belt, Rebecca specializes in developing new and innovative ways to assist organizations in realizing and implementing efficiencies in their everyday processes and integrating change management techniques. Rebecca has worked with Bay Area institutions such as Tipping Point Community, The Women’s Foundation of California, College Track, First Place for Youth, and the Napa Valley Community Foundation to train nonprofit and philanthropic organizations of all sizes on topics including understanding financial statements, planning, monitoring and fiscal operations. Rebecca co-founded Momentum, a nonprofit engaging youth in self-development experiences. She regularly speaks on the benefits of using Lean methodology in the nonprofit sector.

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.

Have questions about this workshop? Contact Audrey Struve at audreys@svcreates.org.

This event is free but space is limited. Please register to reserve your space!

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Date and Time

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School of Arts & Culture @ Mexican Heritage Plaza

1700 Alum Rock Avenue

San Jose, CA 95116

View Map

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