In this seminar you will learn about strategic financial planning and how to evaluate your organization’s financial planning process. This offering is designed for organizations with smaller budgets or individuals with little knowledge of the financial topics listed below.
Instructor: Lisa A. Gioia, CPA/MPA, MCNL Senior Fellow and nonprofit accounting and tax consultant at Lisa A. Gioia, CPA
- Strategic planning and budgeting
- Planning the budgeting process
- Estimating costs and forecasting income
- Planning for contingencies and budget revisions
- Cash flow projections and cash management tools
- Evaluating the organization’s financial planning process
This seminar is a part of the Financial Leadership of Nonprofit Organizations Series.
Location and Parking:
This seminar will be held at the Kauffman Foundation Conference Center (4801 Rockhill Road, Kansas City, Missouri 64110) – Brookside Room.
Breakfast and lunch will be provided.
MCNL has a limited number of partial scholarships that can be applied to the registration fee for most of our programs. Apply for a scholarship using our online form.
Cancellation and Transfer Policy:
Full refunds will be given when cancellations are made at least five working days before the first session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun. You may transfer your registration by contacting MCNL at (816) 235-5720 or firstname.lastname@example.org.
Photo and Video Release:
By attending the event, you are giving MCNL permission to use photos and videos from the workshop in future promotional materials.