Understanding Financial Documents

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About the event

Confused by financial statements? You're not alone. This practical workshop demystifies nonprofit financial documents and strengthens your ability to provide meaningful financial oversight as a board member. In this two-hour session, you'll learn how to read and interpret essential nonprofit financial documents with confidence. This program is presented in partnership with the Taos Community Foundation.

Current and incoming board members, board treasurers, Finance/Audit committee members, Executive Directors working with boards.
Wed
,
May 7, 2025 1:00 PM
3:00 pm
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Confused by financial statements? You're not alone. This practical workshop demystifies nonprofit financial documents and strengthens your ability to provide meaningful financial oversight as a board member.

In this two-hour session, you'll learn how to read and interpret essential nonprofit financial documents with confidence. We'll cover:

• The key components of nonprofit financial statements

• Critical differences between for-profit and nonprofit financials

• Red flags every board member should watch for

• Basic financial ratios for evaluating organizational health

Using real-world examples and plain language, you'll practice reviewing financial statements and asking informed questions. Perfect for both financial experts and those who break into a sweat at the mention of spreadsheets.

Ideal for:

• Current and incoming board members

• Board treasurers

• Finance/Audit committee members

• Executive Directors working with boards

Bring your organization's most recent financial statements if you'd like to apply concepts during the session. This workshop focuses on oversight responsibilities rather than accounting procedures.

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Facilitators

Meet the people leading the conversation

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Guest Speakers

Meet the people leading the conversation

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