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Strategic Financial Planning for Nonprofits & Social Enterprises



Participants will learn how to take their budgeting process to the next level, gaining a firm grasp of technical and philosophical best practices regarding the nuts-and-bolts of nonprofit budgeting in a changing environment. 

Key concepts covered:

  • Understanding financial reporting and related concepts 
  • Defining financial goals and objectives in the budgeting process
  • Implementing a comprehensive and inclusive financial planning process
  • Identifying, allocating and building indirect costs into program budgets to understand the real costs of program delivery
  • Incorporating cash flow projections in the annual budgeting process
  • Understanding and leveraging digital tools

LEVEL: Intermediate

TARGET AUDIENCE: Executive Directors, board members, program managers and/or anyone wanting to learn best known ways of effective financial planning for nonprofits and social enterprises. 


Are you a nonprofit member organization with an operating budget of under $100,000? You may be able to save an additional 50% off the registration fee. 
Learn if you are eligible for the NONPROFIT MEMBER DISCOUNT RATE.

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Ashley Conyngham

Ashley Conyngham

Director, Marketing and Communications

  • I can share your local business news & events
  • Promote your tech or manufacturing jobs 
  • Collaborate with you on your industry event
  • Help your business reach new audiences
  • Provide communications support for your SME

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