Training Overview
In a constantly shifting nonprofit landscape, financial stability is on the forefront of everyone’s mind. Join Propel Nonprofits for a workshop designed to help nonprofit leaders assess their organization’s financial health.
This session will guide you through 10 key indicators of financial health, blending both financial metrics and leadership practices that contribute to long-term sustainability. Participants will learn how to:
- Analyze financial trends and ratios to understand your organization’s fiscal trajectory
- Use cash flow projections and operating reserves to plan for uncertainty
- Review budget-to-actual reports to make informed decisions
- Engage your board and finance committee in meaningful financial oversight
- Align your strategic plan and succession planning with financial realities
Whether you’re a seasoned executive director, a board member, or new to a nonprofit finance role, this workshop offers tools, examples, and templates to help you move from financial uncertainty to financial strategy.
Learning Objectives
- A framework for evaluating your nonprofit’s financial health
- Tools to communicate financial information clearly and confidently
- Insights into building resilient, mission-aligned financial strategy
Who Should Attend
- Executive Directors
- Finance Staff
- Board Members (especially Treasurers)
