2025 Financial Series - Introductions to Financial Statements

When: 
Thursday, March 27, 2025 -
10:00am to 12:00pm EDT
Where: 
Philanthropy New York 320 East 43rd Street; Dolores Huerta (Level B)
Non-members: 
This event is for members only.
Members: 
Log in or create an account.
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The Program

In this primer to the Financial Series, participants will get a peek into how a grantee assembles the financial statements and the stories they tell. This session will provide a foundational understanding of nonprofit financial management and reporting. It is a broad overview for all newcomers who must work with nonprofit organizations’ financial statements to assess financial health. By the end of the session, attendees will be equipped to interpret the key elements of a grantee's audited financial statements and the financial story they convey.

What will you learn?

During and upon completing this session, participants will be able to:

  • Understand the basic components of the financial management function
  • Explore the components of financial statements
  • Gain insights into internal and external reporting differences
  • Learn the purpose and process of audits

Speakers

Who should attend?

Funders with less than two years of experience in the field – program-officers, CEOs, and other staff, as well as trustees. It is also recommended for experienced grantmakers seeking a refresher in the basic financial tools of grantmaking.

Registration

In - Person Session: 10 AM to 12 PM

Location: PNY Office, located at 320 East 43rd Street, 10017 NY; Dolores Huerta Room (Level B)

Registration is required by Monday, March 24 by noon.

Members: To register yourself and/or a colleague at your organization, please log in and click the “Register Now” link above. (No fee.)  

Please email register@philanthropynewyork.org with any questions.