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Nonprofit Finance Network

Different Ways to Present and Communicate Financial Statements

OMSI Fishbowl - 1st Floor
1945 SE Water Ave
Portland
  • Member Price: $40.00
  • Non-member Price: $60.00

About this event

Financial statements help you understand the work of a nonprofit; they paint a picture with numbers. They help you to learn where an organization may be struggling financially and to make informed decisions about how to allocate resources. This training will review (1) different ways to present financial information to communicate your story and (2) how to help stakeholders, including the board, management, and funders, understand the work and the financial picture of your organization. We will focus on internal reporting and utilizing financial statements, management reports, graphs, and narratives.

This session is geared to nonprofits that have dedicated finance staff and those responsible for presenting financial information to leadership teams, staff, and boards (e.g., fiscal managers, finance directors, CFOs, board treasurers). Anyone interested in understanding different methodologies for presenting financial information is welcome to join!

Learning Outcomes: 

  • See concrete examples of different options for presenting financial information.
  • Learn how customized presentations and communication methods benefit diverse stakeholders (management, board, funders, and donors).
  • Identify how to determine what financial information is most useful for your organization. 

Cost

$40 for NAO Members
$60 for Nonmembers

This event is Network Pass eligible.

Event Funders and Sponsor

Thank you for supporting this event.
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Register Now

Error Registration for this event ended on May 5th, 2026 6:00 PM
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Financial statements help you understand the work of a nonprofit; they paint a picture with numbers. They help you to learn where an organization may be struggling financially and to make informed decisions about how to allocate resources. This training will review (1) different ways to present financial information to communicate your story and (2) how to help stakeholders, including the board, management, and funders, understand the work and the financial picture of your organization. We will focus on internal reporting and utilizing financial statements, management reports, graphs, and narratives.

This session is geared to nonprofits that have dedicated finance staff and those responsible for presenting financial information to leadership teams, staff, and boards (e.g., fiscal managers, finance directors, CFOs, board treasurers). Anyone interested in understanding different methodologies for presenting financial information is welcome to join!

Learning Outcomes: 

  • See concrete examples of different options for presenting financial information.
  • Learn how customized presentations and communication methods benefit diverse stakeholders (management, board, funders, and donors).
  • Identify how to determine what financial information is most useful for your organization. 


Cost

$40 for NAO Members
$60 for Nonmembers

This event is Network Pass eligible.

[sponsors title="Event Funders and Sponsor" description="Thank you for supporting this event."]     Heritage-Bank-Logo.pngMeyer-Memorial-Trust-Logo.jpgM.J.-Murdock-Charitable-Trust-Logo.pngMLCF_Wordmark-Black.pngMiller-Nash-Logo.png />/>     /> [/sponsors]

When
May 6th, 2026 from 10:00 AM to 12:00 PM
Location
OMSI
Fishbowl - 1st Floor
1945 SE Water Ave
Portland, OR 97214
Event Fee(s)
Price
Price $60.00

About the presenters

CEO at Susan Matlack Jones & Associates

Learn more