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The Ledger Lab: Course 1, Financial Foundation Building

June 5, 2025 10:00 AM - 11:30 AM (MDT)

Description

Running a nonprofit is all about achieving your mission, not managing the books—but strong financial management is key to your success. In this hands-on, one-and-a-half-hour course, we'll help you simplify financial concepts like financial statements, reporting, donation types, and tax considerations. You’ll learn how to create and manage a budget, spot warning signs, and make budgeting a seamless part of your nonprofit’s growth.

By the end of this training, you'll have the skills to confidently manage your finances and focus on what truly matters: driving your mission forward. Join us for Course 1: Foundation Building and get started on building a solid financial foundation for your nonprofit’s future.

This is Course 1 of the Financial Empowerment Series. Please select this link if you would like to purchase the whole series. This training will be recorded and provided to registrants after the sessions are completed.

What you Will Learn:

Understanding Financial Statements & Reporting
Mastering Nonprofit Budgeting & Key Concepts
Donation Tracking & Reporting (Internal & External)
Internal Controls & Regulatory Considerations
Scenario Planning & Pro Tips for Financial Success
Hands-on Demos for Real-World Application
Identifying Warning Signs & Financial Pitfalls

When:
June 5,10:00 AM to 11:30 AM (MT)

Who Should Attend?
Executive Directors, Board Treasurers, Accounting Staff, Operations Staff, Development Staff, and anyone interested in learning more about financial management for your nonprofit.

Cost:
Members: $65
Not-Yet-Members: $130

About the Speakers:

Steve W. Sauer, CPA, has 18+ years of experience working with domestic and international nonprofits. He leads the Colorado/Utah nonprofit attestation and advisory practices, offering services like outsourced CFO, grants management, and internal controls assessments.

A frequent presenter and author for groups like the Colorado Nonprofit Association and COCPA, Steve also contributes to Forvis Mazars’ FORsights and annual nonprofit seminar. He serves on various nonprofit boards and is a graduate of the University of Northern Colorado with a B.S. in business administration, magna cum laude.

Chris Burtschi has a diverse background in both public and private accounting, assisting clients with accounting, audit preparation, policy development, and compliance assessments. He excels at finding comprehensive solutions to complex problems.

A CPA candidate and member of the Colorado Society of CPAs, Chris is also a leader in the Rite of Christian Initiation of Adults. He enjoys volunteering, including offering free pet photoshoots and teaching youth lacrosse. Chris graduated in 2021 from Adams State University with a B.S. in accounting.

Becca Tse has over three years of experience providing accounting services to nonprofit and public sector organizations. She specializes in tax preparation, bookkeeping, consulting, and government/nonprofit auditing, including Single Audits.

A member of the AICPA, Becca is also active in community volunteer events and kids' ministry at her church. She graduated in 2019 from the University of Northern Iowa with a B.S. in accounting.

Time

The Ledger Lab: Course 1, Financial Foundation Building: June 5, 2025 at 10:00 AM to 11:30 AM (MT)

Location

Online

via Zoom

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Contact Information

Name: Julie Chang
Phone: (801) 596-1800 x5
Email: jchang@utahnonprofits.org

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The Ledger Lab: Course 1, Financial Foundation Building

June 5, 2025 10:00 AM - 11:30 AM (MDT)

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The Ledger Lab: Course 1, Financial Foundation Building

June 5, 2025 10:00 AM - 11:30 AM (MDT)

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