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Financial Training & Workshops

Financial training that makes sense to the people in the room.
Practical, approachable financial training for nonprofit boards, leadership teams and staff. We make financial information easier to understand so everyone knows their role, their responsibilities and what the numbers are actually telling them.
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Board Financial Training & Governance

  • Understanding financial statements

  • Board financial responsibilities

  • Budget oversight

  • Internal controls

  • Grant and fund accountability

  • Knowing what questions to ask

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Staff & Leadership Training

  • Budget tracking and reporting

  • Grant and fund tracking

  • Financial processes and workflows

  • Documentation and internal controls

  • Bookkeeping software and reporting

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Financial Workshops

  • Understanding Financial Statements

  • Budgeting for Nonprofits

  • Grant & Fund Tracking

  • Financial Governance for Boards

  • Customized financial topics

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Custom Workshop Development

  • Built around your organization

  • Customized for your board or team

  • Practical examples using real scenarios

  • Virtual or in-person options

  • Take-home resources and tools

Ready to build financial confidence in your team?

Book a free consultation and let's talk about what training could look like for your organization.

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