Understanding Financial Documents
Details
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.
Additional Information
This event is part of the Learning Hub program On the Ground. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
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.
Meet the people leading the conversation
Meet the people leading the conversation
Meet the people leading the conversation
Fundraising Immersion Session One
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
Fundraising Immersion Session Two
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
Government Changes in Policy Impacting Nonprofit Organizations
Engage with key political leaders for an insightful discussion on post-election implications for nonprofits. This session will feature guest speakers sharing their perspectives on upcoming policy changes, funding priorities, and regulatory updates. Participants will develop action plans to navigate the evolving political environment effectively.
