Financial Literacy

 

Financial Assessment

• How to determine when is a good time to expand services

• How protected are the organizations internal controls for cash and collections

• Determine the level of understanding of existing board members and key staff when it relates to understanding the numbers

 

ED and Board Financial Statement Training

• Learn how to ASK good questions about the numbers

• How to Read the financial statements

• How to monitor revenue, support, expenses, and  and compare to prior periods

• Learn financial control measures to reduce issues

 

Forecasting and Reserves

• Forecast revenues and expenses, and develop reserve and capital asset reserves

• Cash flow planning and understanding your true cash position

• Determine whether additional fundraising events or activities are needed to fill the gaps from shortfalls in revenue