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Financial Management 301 - Stabilizing Assets for Long-Term Planning
Financial Management: Short, Mid, & Long-Term Planning During COVID

2020 has been a year of large shifts and challenges, yet the foundations of nonprofit financial management remain the same and can provide organizations a way to focus intentions, resources, and goals through crisis and recovery efforts.

Join Community Vision for this free three-part series where you will learn new tools for navigating complex financial challenges in this changing climate. This series is great for Executive Directors, board members, and finance staff who have gained new financial management responsibilities, as well as seasoned finance staff who are interested in thought partnership around managing the short-term cash needs of their organizations. Participants will leave with new tools to guide them in their daily decision-making.

Financial Management 301: Stabilizing Assets for Long-Term Planning

In this webinar we will expand upon the financial management concepts discussed in Financial Management 201.

While the current crisis is severely impacting organizations with in-person service delivery models, others have experienced significant unexpected growth or are able to adapt with little-to-no disruption of service. For organizations that are lucky enough to remain relatively stable over the next 6-12 months, now is an excellent time to create a multi-year plan to support organizational stability.

You will learn about:
- Multi-year budgets,
- Capitalization budgets, and
- Best practices for using these tools to support organizational growth and long-term space stabilization.

- Risa Blumlein Keeper, Managing Consultant, Grantmaking & Financial Management, Community Vision
- Ruby Harris, Co-Director of Lending, Community Vision

While attending Financial Management 201 is not a prerequisite, it is recommended.

For questions, contact Sarah Schwid at sschwid@communityvisionca.org or 415.392.8215 x369.

Dec 16, 2020 10:00 AM in Pacific Time (US and Canada)

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