Workshops & Events

Workshops & Events

Financial Leadership Tips & Tools Webinar Series

Thursday, February 27, 2020 (1:00 PM - 2:00 PM) (EST)

This will be held 1pm - 2pm every Thursday from January 23 - February 27, 2020.


DANA Members:

Use CODE: DANO2020

$50 | Session
$200 | Series
$400 | Series + Coaching


$100 | Session
$400 | Series
$800 | Series + Coaching

Event Details

Through a partnership with Montana Nonprofit Association, DANA is able to offer 6 - 60 minutes webinars uncovering best practices and easy shifts to enhance your financial savvy and organizational efficiency. Register for the entire series + coaching or select sessions that meet your needs.

DANA Members use code: DANO2020

Who Should Attend: Nonprofit leadership teams, financial officers, accountants, multi-hat nonprofit staffers

Ratio Analysis | Thursday, January 23, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  1. Understand which key financial ratios are important for monitoring financial health of an organization
  2. Calculate key financial ratios from financial statements
  3. Communicate to employees and stakeholders what each key financial ratio means and what it means for the health of the organization.

Topics Covered:

  • Financial Stability
  • Financial Liquidity
  • Operational Performance
  • Efficiency
  • Margins

Budget Performance | Thursday, January 30, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  1. Understand the importance of comparing organizational budget to actual financial performance.
  2. Report monthly and year-to-date (YTD) financial performance as compared to budget.
  3. Identify and analyze variances between actual and budgeted financial performance.

Topics Covered:

  • Budget Building Basics
  • Uploading and Downloading Reports out of Accounting System (e.g. QuickBooks)
  • Monthly and YTD Variance Analysis

Cost/Benefit Analysis | Thursday, February 6, 23, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  • Understand the importance of analyzing full costs and full benefits of a project/program before initiating.
  • Identify and analyze the full costs and full benefits of a proposed project/program.
  • Understand the importance of the time value of money in considering a project’s proposed costs and benefits.

Topics Covered:

  • Calculating Project/Program Costs
  • Calculating Financial Value of Project/Program Benefits
  • Analyzing using Time Value of Money

Revenue Projection Analysis | Thursday, February 13, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  • Identify an organization’s major revenue sources.
  • Identify and analyze the probability/likelihood and timing of receiving each source of revenue.
  • Summarize the timing and probabilities of revenue to be received by the organization.

Topics Covered:

  • Revenue Sources
  • Probabilities and Risk
  • Planning for Variances in Revenue

Cash Flow Projection | Thursday, February 20, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  • Identify an organization’s major sources of cash flow.
  • Identify and analyze the timing of receiving cash flows.
  • Identify and analyze net cash flow by comparing cash received to estimated cash expenses.

Topics Covered:

  • Differentiating Revenue from Cash
  • Projecting Cash Flow
  • Identifying Net Cash Flows

General Excel Tips and Tricks | Thursday, February 27, 2020 – 1:00 PM – 2:00 PM ET

Learning Objectives:

  • Better navigate and use Microsoft Excel
  • Use essential Excel formulas for data summation and analysis
  • Create a basic PivotTable for data analysis

Topics Covered:

  • General Navigation Shortcuts
  • Essential Formulas for Data Manipulation and Analysis
  • Basic PivotTables


Additional Information
Event Contact:
Jenni Brand
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