Experienced and Energetic Finance Speaker for In-Person and Virtual Events

Storytelling with Financials

How to Use Your Financials to Make a Greater Impact

This session is geared towards nonprofit leaders with all levels of experience, areas of expertise, and from all types of nonprofits. We talk about the foundation and best practices for strong financial management, then dive into why it’s important to use your numbers to tell your story. We clarify the who, when, what, and how to share your numbers, and explore the top five financial reports nonprofit leaders should be reviewing. I explain exactly which metrics are important to review in each and how you could share those metrics with your stakeholders.

​Attendees will walk away with several actionable tools and steps they can take to immediately uplevel their financial management and tell a more robust story about their organization and impact to increase donor engagement and raise more money!

Resources shared include an Excel workbook to help calculate the financial metrics we talk about.

Budgeting

How to Build Your Roadmap to Growth and Impact

Is your budget a living guide to help you manage your organization strategically throughout the year? This session is great for all levels of leaders who will learn how to use their budget as a roadmap to growth and impact. We will review the methodology and mindset around budgeting, five common mistakes to avoid, how to break down silos and create an inclusive budget process, how to analyze and communicate your budget, and how to strengthen your budget’s impact through forecasting and cash flow management.

The key takeaways from the session include how to create a usable budget that acts as a planning tool throughout the year. Attendees will break through scarcity mindset limitations and learn how to avoid five common technical mistakes that non-accounting professionals might miss. We will review a budget checklist and inclusive budgeting process so that all levels of staff have a stake in the budget, increasing ownership, transparency, and buy-in. Another key takeaway will be showing attendees how to qualitatively and quantitatively analyze their budget. Finally, leaders will uplevel their budget process by learning how to implement monthly forecasting and cash flow management into their routine.