Dashboard Reporting: Tools for Effective Oversight

About this event

Kathy Cunha, CPA, CMC, CMA, CFE
AKT, LLP

Lunch & Networking at 11:30
Presentation at 12:00

Dashboard reports are an effective way to describe a nonprofit organization’s programs and finances to a range of stakeholders. These concise metrics help Board and staff set benchmarks, monitor progress, and make informed decisions, and they allow stakeholders to understand the organization at a glance, focusing on elements that most impact mission and success.

Interpreting detailed financial statements and program reports and creating succinct and understandable dashboards is an effort rewarded by staff, Board, and other stakeholders who are more knowledgeable of your organization.

This session explores:

• Determining your audience
• Identifying key metrics and data sources
• Engaging constituencies both inside and outside your organization
• Establishing a process

About the Presenters

Kathy Cunha has over 25 years of experience with companies ranging from startups to Fortune 200s. Her industry background includes information system and database design, as well as controller level positions. Kathy joined AKT in 2004 and specializes in both management and financial consulting. Her direct experience includes the following areas: process improvements, business mapping and design, small and large group facilitation, accounting services, system conversions, financial reconstruction, projected financial reports, and business planning. Kathy also brings financial analytics to clients, developing meaningful metrics and benchmarks to better manage operations.

In one of her most recent engagements, Kathy was the project manager for AKT’s year-long work with the State of Oregon – Department of Human Services (DHS). The tasks for this project included mapping and analyzing current business processes, working with hundreds of employees in group settings to initiate change, determining staffing requirements of newly organized work units, and designing implementation plans to achieve the changes.

About the Network

Each session of the Rogue Valley Nonprofit Training Series is designed to strengthen your development and leadership skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development and meeting with the experts, each session allows for networking and peer coaching in a collaborative learning environment.