Financial Management Fundamentals
June 14, 2023
10:30 am to 12:30 pm
As stewards of organizational resources, nonprofit leaders and staff understand that any level of decision-making should be informed by an understanding of your nonprofit’s financial health. Is my organization financially healthy and operating sustainably? Can we afford to increase our staff or scale our programs? Are we financially prepared to navigate a crisis? What information should I know, or what questions should I be asking, to answer these questions? If you are new in your role and looking for guidance to answer these questions or seasoned in your role and looking for a refresher, this webinar is for you.
Join us for a 2-hour interactive webinar focused on the key financial management strategies you need to be successful as a nonprofit leader. From developing and creating budgets to identifying meaningful financial metrics and reports for your organization, this workshop will give you the tools and language you need to build your financial management skills and confidence. Key concepts covered in this session will include:
- Common financial metrics for nonprofits;
- Building the financial storytelling muscle;
- Accessible financial reporting practices for board, leadership, and staff;
- Contingency and scenario plans to address unanticipated revenue changes; and
- Free resources available to support your financial leadership.
Meet Your Presenter
Roxanne Hanson is a Managing Director at BDO FMA. She has spent twenty-five years working in the nonprofit sector building the capacity of local, national and international organizations. As the former Director of Operations and Planning at Women’s Community Clinic, Roxanne led the organization to independence from fiscal sponsorship and built their capacity for strategic planning. Earlier in her career, she held a variety of roles at Tides including as a leader of an effort to facilitate sharing of space and services for nonprofits. She also served as a Senior Advisor covering grant making, fiscal operations, human resources and risk management. For more than a decade, Roxanne worked in national and international nonprofit organizations in Washington D.C., directing communications, fundraising and travel programs for Witness for Peace, managing training and consulting for Points of Light Foundation, and organizing volunteer recruitment and placement for Whitman-Walker Clinic. Roxanne has provided marketing, program, and planning consultation for a variety of diverse social change organizations throughout the US, Canada, and Central America. She has also been an active board member and fundraising advisor for community arts organizations. In 2011, Roxanne was recognized as an American Express NGen Fellow for Nonprofit Leadership by Independent Sector. She holds a BA in International Relations from American University.