Financial Management


March 2, 2017


TSNE's NonProfit Center
89 South Street
Boston, MA 02111


Gretchen Upholt and Neela Pal, FMA

A viable financial management strategy needs to address a vision for the future as well as incorporate an understanding of the past and present positions of the organization. This course will help participants develop a well-designed budget process that facilitates programmatic, strategic, and fiscal discussions among the leadership team, resulting in a mission-driven budget. 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. The workshop will also introduce participants to the Program Based Budget Builder, an Excel-based financial planning tool.

Key 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
  • Creating a funding plan to support your program objectives including budgeting for various scenarios
  • When and how to use multi-year budgets in the planning process
  • Incorporating cash flow projections in the annual budgeting process

Registration fee: 

Training Fee: $109* (full-day, lunch is included)

Type of event: 

Partner Events

Learning area: 

Nonprofit Governance


Third Sector New England