Strong financial management sets the foundation for a sustainable, mission-focused organization. This training will provide a comprehensive overview of key practices and protocols for assessing your nonprofit's financial health. Using NAO's Nonprofit Financial Management Self-Assessment Tool as a guide, we will review why effective financial planning, execution, recording, reporting, and monitoring matter. Participants will be equipped to make data-informed decisions, identify areas for financial improvement, and strategically invest in programs and organizational practices that are working well.

Who Should Attend: This training is designed for staff and volunteers responsible for their organization’s fiscal management.

Learning Objectives:

• Review five financial management practices that are critical to assessing your nonprofit’s financial health.
• Describe methods for evaluating financial reports and key performance indicators (KPIs) to assess your nonprofit’s sustainability and identify areas for financial improvement.

This training qualifies for 1.8 CPE credits. Please see below for full details on how to earn CPE.

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Participants will earn 1.8 CPE credits. To be awarded the full credit hours, you must be present, record your arrival and departure times on the attendance sheet at the registration desk, and participate in the engagement activity.

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• Field of Study: Finance
• Prerequisites: None
• Advanced Preparation: None
• Training Level: Overview
• Delivery Method: Group Live 

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Refunds (minus a 25% handling charge) are available up to two business days prior to the training. Cancellations received after this time will not be refunded, but you may transfer your registration to another person who can attend. For more information on refunds, cancellations, or questions/concerns, please contact NAO’s Capacity Building Team at [email protected].   

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The Nonprofit Association of Oregon is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Cost

$45 for NAO Members
$75 for Nonmembers
This event is Network Pass eligible.

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