Workshops & Events

Workshops & Events

Financial Leadership for Nonprofits: A Six Week Online Series

A Series of Six Online Webinars
Wednesday, April 14, 2021 (1:00 PM - 2:15 PM) (EDT)
Please note that this takes place in Mountain Time at 11:00AM & 1pm Eastern Time.


Whole Org Participation: Invite as many members of your team and board to participate for one flat rate

$175 Whole Org Registration for DANA Members

$350 Whole Org Registration for Non DANA Members

Individual Participation: Register for a single user

$95 DANA Members

$190 Non DANA Members

Event Details

Join DANA partner, Montana Nonprofit Association, on a six-week course to sharpen your ability to lead the financial management of your organization. From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software. 

You also have the option of adding individual consulting with MNA to this course, which includes up to six hours of one-on-one support with MNA to discuss your organization’s financial management processes and support in implementing the tools MNA has provided. 

At the conclusion of this course, MNA will offer a free monthly affinity group Zoom meeting focused on discussing strategies to build a financial reserve in your organization. This monthly meeting will provide a chance to learn from one another and discuss strategies to use the concepts and tools learned through the course to grow your organization’s operating reserve. 

Participants in this workshop will leave with: 

Practice building, monitoring, and reporting on financial activity 

Practice building organizational budgets 

Five tools to monitor and track financial activity 

Webinars will take place Wednesdays in March and April, 11:00 AM - 12:15 PM MTN / 1:00 PM - 2:15 PM

•March 24 | Understanding Financial Statements | Tool Offered: Ratio Analysis Template 

•March 31 | Planning and Budgeting for Success | Tool Offered: Budget Building Template 

•April 7 | Monitoring Financial Performance | Tool Offered: Budget Performance Template 

•April 14 | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template 

•April 21 | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template 

•April 28 | Financial Strategy and Goal Setting 

Who Should Attend: Nonprofit leadership teams, COO’s, accountants new to nonprofit accounting, program directors and managers, multi-hat nonprofit staffers, board members, anyone interested in learning to better understand and manage nonprofit finances. All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials. 

Course Instructor: Adam Jespersen, MNA Director of Innovation

Adam joined the Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters and enjoys hiking, skiing, and all that Montana has to offer.


Additional Information
Event Contact:
Todd Pipkin
Contact Organization:
Delaware Alliance for Nonprofit Advancement (DANA)
Contact Description:
This is brought to you through a partnership with Montana Nonprofit Association. For any questions or issues, please contact: Shelby Rogala, Montana Nonprofit Association;; (406) 449-3717
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