Financial Analysis and Benchmarking

Date: Oct 23, 2012
Time: 09:00 AM to 12:00 PM
Where:

Open Book, Room 203
1011 Washington Ave. South, Minneapolis

Fee: $45 for MCN members / $55 for nonmembers
 

Strategic financial planning and management requires a deep understanding of your income, expenses, assets, and liabilities. This advanced workshop will teach you to analyze and interpret your basic financial reports in context. We will discuss the components of nonprofit financial health, identify key financial indicators, and use a relevant case study to work through a ratio calculation exercise in class. We will also go over how to create dashboard reports summarizing the financial indicators important for your organization.

Nonprofits Assistance Fund

Part of Nonprofits Assistance Fund’s Financial Leadership series, helping nonprofit leaders balance financial priorities, adapt to uncertainty, and steer their organizations toward a sustainable future.

 

The 2012 financial management workshop series is co-sponsored by MCN and Nonprofits Assistance Fund.

To Register

Please register through the Nonprofit Assistance Fund website. For information regarding the financial management workshop series, contact Amanda Dlouhy at 612-278-7161 or adlouhy@nonprofitsassistancefund.org.

About the Presenter

Phil HatliePhil Hatlie, Nonprofit Assistance Fund trainer & loan officer, is responsible for assisting nonprofits during the loan application, review process, and throughout the lifecycle of the loan. He has a special expertise in charter school financing. He also delivers training workshops and provides technical assistance on financial management topics to nonprofits throughout Minnesota. Prior to joining Nonprofits Assistance Fund, Phil spent 15 years working as the lead finance person at three Minnesota nonprofits. He served as a director of finance and administration for the Greater Minneapolis Council of Churches and Twin Cities Habitat for Humanity and as the director of operations for the Higher Education Consortium for Urban Affairs (HECUA).

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