About this workshop:

Nonprofit financials can feel overwhelming — but they don’t have to be.

Many of the most important nonprofit finance concepts are rarely explained clearly — even to the people expected to use them.

Nonprofit finances are fundamentally different from those of for-profit organizations — yet those differences are often not clearly explained, even to experienced staff and leaders.

In this live, interactive workshop, you’ll learn how to read, interpret, and use nonprofit financial information with confidence. We’ll focus on practical, real-world application — helping you understand how financials actually work and how they support better decision-making, planning, and communication.

In this workshop, we will cover:

• How nonprofit financials are structured — and how they differ from for-profit organizations
• The difference between cash and accrual accounting — and how each impacts reporting and decision-making
• Restricted vs. unrestricted revenue — and how restrictions affect budgeting, spending, and financial flexibility
• The three core nonprofit financial statements and how they work together:
  • Statement of Activities (Income Statement / P&L)
  • Statement of Financial Position (Balance Sheet)
  • Statement of Cash Flows
• How to interpret key financial information and what to look for
• The most common nonprofit finance misunderstandings — and how to avoid them

This workshop is ideal for:

• Executive Directors and CEOs
• Finance staff, bookkeepers, and nonprofit accountants
• Program managers and operations staff
• Board members and finance committee members
• Anyone who works with nonprofit financial information and wants greater clarity and confidence

What you’ll walk away with:

• A clear understanding of how nonprofit financials fit together
• Greater confidence reading and discussing financial reports
• The ability to connect financial information to real-world decisions
• Practical insights you can apply immediately in your role

No advanced accounting background required

Whether you are responsible for preparing financial reports or using them to guide decisions, this workshop is designed to be practical, accessible, and immediately useful. Experienced finance staff will gain valuable context for how financial information is interpreted across the organization, while non-finance staff will build confidence working with financial reports.

Workshop Details & FAQs