The Program
In this interactive 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. Through real-world examples and hands-on activities, 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?
By the end of this session, participants will be able to:
• Understand the basic components of the nonprofit financial management function
• Identify the main parts of financial statements
• Recognize differences between internal and external reporting
• Learn the purpose and process of audits
Speakers
- Rachel DeMatteo, Director and NYC Market Leader, Your Part-Time Controller, LLC
- Susan Wagoner, Associate, Your Part-Time Controller, LLC
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. This interactive virtual offering help funders build their skills to analyze grantee financial documents.
Registration
Virtual session - 10AM to 12PM
Registration is required by Wednesday, February 25 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.