Join Montana Nonprofit Association on a six-week course to sharpen your ability to lead the financial management of your organization. From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.
You also have the option of adding individual consulting with MNA to this course, which includes up to six hours of one-on-one support with MNA to discuss your organization’s financial management processes and support in implementing the tools MNA has provided.
At the conclusion of this course, MNA will offer a free monthly affinity group Zoom meeting focused on discussing strategies to build a financial reserve in your organization. This monthly meeting will provide a chance to learn from one another and discuss strategies to use the concepts and tools learned through the course to grow your organization’s operating reserve.
Participants in this workshop will leave with:
- Practice building, monitoring, and reporting on financial activity
- Practice building organizational budgets
- Five tools to monitor and track financial activity
Webinars will take place on Wednesdays from 1:00-2:15 p.m. EST
- April 6: Understanding Financial Statements | Tool Offered: Ratio Analysis Template
- April 13: Planning and Budgeting for Success | Tool Offered: Budget Building Template
- April 20: Monitoring Financial Performance | Tool Offered: Budget Performance Template
- April 27: Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
- May 4: Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template
- May 11: Financial Strategy and Goal Setting
Who Should Attend: Nonprofit leadership teams, COO’s, accountants new to nonprofit accounting, program directors and managers, multi-hat nonprofit staffers, board members, anyone interested in learning to better understand and manage nonprofit finances.
All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials.
About the Instructor
Adam Jespersen joined the Montana Nonprofit Association in 2019 as its first director of innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, he received his bachelors degree from Carroll College and his masters in business administration from the University of Montana. Trained and experienced in lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful, and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters, and enjoys hiking, skiing, and all that Montana has to offer.