Financial Leadership Fall 2021

Join MNA on a six-week course to sharpen your ability to lead the financial management of your organization.  From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.

You also have the option of adding individual consulting with MNA to this course, which includes up to six hours of one-on-one support with MNA to discuss your organization’s financial management processes and support in implementing the tools MNA has provided.

At the conclusion of this course, MNA will offer a free monthly affinity group Zoom meeting focused on discussing strategies to build a financial reserve in your organization.  This monthly meeting will provide a chance to learn from one another and discuss strategies to use the concepts and tools learned through the course to grow your organization’s operating reserve.

Participants in this workshop will leave with:

• Practice building, monitoring, and reporting on financial activity

• Practice building organizational budgets

• Five tools to monitor and track financial activity

• Tools

Webinars will take place Wednesdays in October and November, 11:00 AM - 12:15 PM MTN

• October 13 | Understanding Financial Statements | Tool Offered: Ratio Analysis Template

• October 20 | Planning and Budgeting for Success | Tool Offered: Budget Building Template

• October 27 | Monitoring Financial Performance | Tool Offered: Budget Performance Template

• November 3 | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template

• November 10 | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template

• November 17 | Financial Strategy and Goal Setting

Presented by Adam Jespersen, MNA Director of Innovation
Adam joined the Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters and enjoys hiking, skiing, and all that Montana has to offer.

Fees

• Whole Org Participation: Invite as many members of your team and board to participate for one flat rate

  • $175 Whole Org Registration for MNA Members

  • $350 Whole Org Registration for Non MNA Members

• Individual Participation: Register for a single user

  • $95 MNA Members

  • $190 Non MNA Members

** Scholarships Available. Apply Here **

Sessions in this series will be recorded and posted along with slides and resources for participants to access in our Thinkific platform. Attendees will have access to the course for six months, beginning on the first day of the series for live sessions, or date of registration for on-demand courses.