Is financial sustainability your nonprofit’s chief concern? Do you need help translating your organizational values into workable budgets? Do you wonder about how to present your financial picture to funders? Does your Board have the expertise they need to carry out their most important function: financial oversight? Does your leadership team have a clear understanding of your pathways to sustainability?
Financial literacy and leadership aren’t just for EDs and finance managers or CFOs. Everyone from board members to operations managers to your development team is responsible for understanding your organization’s financial picture and plays a vital role in helping build a sustainable organization!
Common Good Vermont is excited to present Pathways to Financial Sustainability, a four part series designed to help you create a sustainable and successful enterprise AND to dive into the skills necessary to run a financially accountable operation. The series is aimed at organizational teams of executive directors, board members, financial and program managers. Register for all four, or pick the workshops that fit your needs on March 27, April 17, May 15 and June 12.
For More Information contact: firstname.lastname@example.org.
Presented with the support of Ben & Jerry’s Foundation, High Meadows Fund, A.D. Henderson Foundation, People’s United Bank, VELCO, Davis & Hogdgon and the Vermont Community Foundation.
Dates (All Workshops Run from 8:30 a.m. – 1:00 p.m.)
- Friday, March 27 | What Do You Want to Be When You Grow Up? Creating a Sustainable, Successful Organization (Waterbury)
- Friday, April 17 – Understanding Nonprofit Financials for Board Members (Waterbury)
- Friday, May 15 | Building Better Budgets (South Burlington)
- Friday, June 12 | Financial Reporting Your Funders Will Love (South Burlington)
The workshops will be at two locations (noted above and below):
- Best Western, 45 Blush Hill Road, Waterbury
- Double Tree Inn, 1117 Williston Road, South Burlington
Series Package and Team Discounts available as follows:
Workshop Tickets: One Participant: $75 | Additional Team Members $67.50
Workshop Series (All 4 Workshops) : One Participant $270 | Additional Team Members $243
What Do You Want to Be When You Grow Up? Creating a Sustainable, Successful Organization
Thursday, March 27 | 8.30 a.m. – 1 p.m. | Best Western | Waterbury VT
Presenter: Andy Robinson
More and more, your donors, funders, and peers are asking tough questions:
- What are the hallmarks of a successful organization?
- What benchmarks do you use to measure success — and how do you measure up?
- How can you look beyond the next grant cycle (or funding crisis) and design a sustainable nonprofit that grows, adapts, and thrives in a changing world?
In this hands-on workshop Andy Robinson will lead your team to develop answers that address these questions based on your specific needs and circumstances, including how to diversify your income for long-term growth.
Understanding Nonprofit Financials for Board Members
Thursday, April 17 | 8.30 a.m. – 1 p.m. | Best Western | Waterbury VT
Presenter: Suzanne Eikenberry
Do you serve on a profit board? Are you unsure of what the numbers mean when you get financial reports, even if you are used to reading your for-profit business reports? Has anyone ever explained your financial management responsibilities as a board member? In this workshop, we will:
- Develop a list of strategic financial management questions that board member should be asking
- Gain a clear understanding of what the reports mean and where answer to those questions can be found
- Discuss safeguards every organization should have
Nonprofit management staff are also welcome. Please bring a copy of your most recent board financial reports for your use during the workshop.
Building Better Budgets
Thursday, May 15 | 8.30 a.m. – 1 p.m. | Doubletree Inn | South Burlington VT
Presenter: Suzanne Eikenberry
A budget is one of the most basic strategic planning tools available to us. In this workshop, we will work on:
- How to develop budgets that includes board members, program staff and management staff in planning
- Discuss scenario planning, and budgeting for capital expenditures and reserves
- How to integrate grant budgets with your annual/multi-year organizational budget
As a result of this workshop, participants will have a template for creating budgets that include all of these elements. An understanding of the reporting concepts in the last workshop will be helpful, although not necessary for this workshop.
Financial Reporting Your Funders Will Love
Thursday, June 12 | 8.30 a.m. – 1 p.m. | Doubletree Inn | South Burlington VT
Inspire confidence with your financial reporting! During this workshop you’ll learn how to address the questions your funders–foundations and donors–are asking:
- Demonstrate your fiscal health and reliable internal controls
- Show how your funding dollars are spent
- Show that your Board is active and paying attention
- Present your organizational, program and grant financials in clear and easy to read formats
For staff and board members. Presenters include community based funders and financial experts.
Andy Robinson (www.andyrobinsononline.com) provides training and consulting for nonprofits in fundraising, board development, marketing, earned income, planning, leadership development, facilitation, and train-the-trainer programs. He specializes in the needs of organizations working for human rights, social justice, artistic expression, environmental conservation, and community development. Over the past 19 years, Andy has worked with organizations in 47 US states and Canada. Recent clients include the American Bar Association, League of Conservation Voters, National Audubon Society, American Rivers, the Land Trust Alliance, and many, many local organizations. Andy is the author of six books, including Train Your Board (and Everyone Else) to Raise Money, www.trainyourboard.com. When he’s not on the road, he lives in Plainfield, Vermont.
Suzanne Eikenberry has been working in the nonprofit sector for the over 15 years in both Washington, DC and Montpelier, Vermont. She began her career as program staff, working as an AmeriCorps Program Director, a housing counselor, and outreach staff for WIC (Women, Infants and Children). She was drawn to the “business” side of nonprofits, eventually becoming Director of Finance and Administration at DC Central Kitchen during a time of great organizational growth. In 2006 feeling the tug of her Vermont roots, Suzanne relocated to Montpelier where she ran Montpelier Alive, the downtown organization. This background as a nonprofit board member, program staff, finance director and executive director situates her uniquely to communicate with staff and boards about financials in clear, understandable fashion. Suzanne currently divides her time between providing financial services to nonprofits on a consulting basis, training non-profit board members and staff, and spending time with her preschool-aged son.