Financial Leadership Series

Description

UNA is partnering with the Montana Nonprofits Association to bring you this six-week course and sharpen your ability to lead the financial management of your organization.

You will learn best-practice fundamentals to lead your organization with confidence on topics like budgeting, cash management, cost/benefit analysis, and more! MNA will provide you with a comprehensive set of Excel tools and templates 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.

Because we believe that teams learn better together, when you purchase online learning from MNA, your whole team gets access to the course, it’s content, and the recordings. Bring along your best work buddy, your new volunteers, your board chair, or the whole crew!

Registration Link Here

Course Schedule:

Wednesdays April 1 – May 6 | 11:00 am – 12:30 pm

• April 1st | Financial Strategy and Goal Setting
• April 8th | Understanding Financial Statements | Tool Offered: Ratio Analysis Template
• April 15th | Planning and Budgeting for Success | Tool Offered: Budget Building Template
• April 22nd | Monitoring Financial Performance | Tool Offered: Budget Performance Template
• April 29th | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
• May 6th | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template

Attendees will have access to all session recordings and resources for six months after the conclusion of the course.

Cost:

$165 for UNA Members
$330 for nonmembers

About the Speaker: Adam Jesperson

After serving as Intermountain's CFO, Adam joined MNA in 2019 as our first Director of Innovation, and moved to Executive Director in 2024. Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful.

Registration Note: 

Clicking Registration below will take you to the MNA registration page. UNA Members can select Utah as their state in the registration form to access MNA member pricing.