Boards & Budgets Workshop Series

A practical, beginner-friendly two-part workshop for nonprofit board members, executive directors, and staff who want to understand the financial reports they’re expected to review. Learn how nonprofit budgets work; how to read a budget-versus-actual report, P&L, and balance sheet; what common warning signs look like; and how to ask better financial questions. Includes an introduction to Form 990, board financial oversight, and forecasting, plus practical handouts and sample reports.

A practical, beginner-friendly two-part workshop for nonprofit board members, executive directors, and staff who want to understand the financial reports they’re expected to review. Learn how nonprofit budgets work; how to read a budget-versus-actual report, P&L, and balance sheet; what common warning signs look like; and how to ask better financial questions. Includes an introduction to Form 990, board financial oversight, and forecasting, plus practical handouts and sample reports. The group rate is for three individuals from the same nonprofit organization.

Ready to move from reading financial statements to using them? This practical two-part workshop explores budget variances, financial trends, cash flow and liquidity, operating reserves, selected financial ratios, finance committee responsibilities, Form 990 insights, and year-end forecasting scenarios. Work through realistic nonprofit examples and practice identifying risks, evaluating options, and asking the questions that support sound board decisions. Best for participants who already understand the basics of budgets and financial statements.

Ready to move from reading financial statements to using them? This practical two-part workshop explores budget variances, financial trends, cash flow and liquidity, operating reserves, selected financial ratios, finance committee responsibilities, Form 990 insights, and year-end forecasting scenarios. Work through realistic nonprofit examples and practice identifying risks, evaluating options, and asking the questions that support sound board decisions. Best for participants who already understand the basics of budgets and financial statements.

Ready to move from reading financial statements to using them? This practical two-part workshop explores budget variances, financial trends, cash flow and liquidity, operating reserves, selected financial ratios, finance committee responsibilities, Form 990 insights, and year-end forecasting scenarios. Work through realistic nonprofit examples and practice identifying risks, evaluating options, and asking the questions that support sound board decisions. Best for participants who already understand the basics of budgets and financial statements. The group rate is for three individuals from the same nonprofit organization.

Build your financial confidence in two steps: first learn to understand nonprofit budgets and financial statements, then learn to evaluate performance, recognize risks, and make more informed decisions. Includes both four-hour live workshops, practical examples, and participant resources: December 1 & 8, 2026 and February 2 & 9, 2027, all 2:00–4:00 p.m. Eastern. Eight hours of live learning across four sessions.

Build your financial confidence in two steps: first learn to understand nonprofit budgets and financial statements, then learn to evaluate performance, recognize risks, and make more informed decisions. Includes both four-hour live workshops, practical examples, and participant resources: December 1 & 8, 2026 and February 2 & 9, 2027, all 2:00–4:00 p.m. Eastern. Eight hours of live learning across four sessions.

Build your financial confidence in two steps: first learn to understand nonprofit budgets and financial statements, then learn to evaluate performance, recognize risks, and make more informed decisions. Includes both four-hour live workshops, practical examples, and participant resources: December 1 & 8, 2026 and February 2 & 9, 2027, all 2:00–4:00 p.m. Eastern. Eight hours of live learning across four sessions. All three registered attendees must be from the same nonprofit organization.