The Ledger Lab: Course 4, Cut Costs, Not Impact

Description

Being strategic about cutting costs and managing expenses is more important than ever for nonprofits today. In this hands-on workshop, we’ll explore how nonprofits can improve their financial performance by focusing on expense management. Designed for nonprofit leaders and team members, this session will provide practical strategies to streamline costs without sacrificing essential services.

Drawn from real life experiences, we’ll walk through a process that has led to significant margin improvements. You’ll leave this workshop with actionable insights tailored to your organization's unique needs.

Key Takeaways:

• Learn how to think like both a nonprofit leader and a business owner, combining mission-driven focus with effective business strategies.
• Discover how expense management can help maximize your nonprofit’s resources without compromising quality.
• Get hands-on experience applying these strategies in real-time with your own team’s challenges.
• Leave with a clear action plan for driving financial health and sustainability in your organization.

This workshop is ideal for nonprofit professionals who want to improve their financial oversight and create lasting impact without cutting corners. Join us to enhance your organization’s financial health and build a stronger foundation for future growth!

Recommended Prep Work: Before the training, we ask that you track and document your daily activities for one typical week. 

When: 
June 24, 2025 |10:00 AM to 12:00 PM (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:

Sitori Holbrook is an Accounting Services Senior Manager, Tanner LLC. Sitori with over 10 years of public accounting experience in a variety of industries, specializing in not-for-profit accounting. Prior to Tanner, Sitori worked in industry for eight years as a controller overseeing all aspects of accounting. She has experience with a variety of accounting systems and general ledger integration software. Sitori is a founding member of Tanner’s Client Accounting Services department. She manages large accounting outsourcing projects and is skilled in business process transformation and the systems that support it as well as internal controls over financial reporting. Sitori received her bachelor’s and master’s in accounting at Westminster College. She is a member of the American Institute of Certified Public Accountants, the Utah Association of Certified Public Accountants and serves on Tanner’s Not-for-Profit Committee as well as on the board of a local not-for-profit.