Upcoming
Financial Management Trainings
with Nonprofits Assistance Fund
MCN
is proud to partner with the Nonprofits
Assistance Fund (NAF) to deliver high quality, practical financial
management trainings in 2010.
- Calculating
True Program Costs, July 13, Mankato
- Presenting
Nonprofit Financial Reports to the Board, August
3, Windom
- Calculating
True Program Costs, August 10, St. Paul
- Fundamentals
of Budgeting, September 14, St. Paul
- Presenting
Nonprofit Financial Reports to the Board, September
21, Virginia
- Fundamentals
of Budgeting, September 21, Willmar
- Fundamentals
of Nonprofit Finance, September 28, St. Paul
- Financial
Analysis and Benchmarking, October 12, St. Paul
- Nonprofit
Budgeting: Beyond the Basics,
October 26, St. Paul
- Presenting
Nonprofit Financial Reports to the Board, November
9, St. Paul
- Financial
Leadership for Executive Directors, December 14,
St. Paul
Fundamentals
of Budgeting
Budgets
are the foundation of nonprofit finance and are vital to your organization’s
strategic planning and management. This workshop will prepare you
to craft a budget for your program or organization. Using everyday
English and a real world example as a case study, we will walk through
the budgeting process in ten steps. The importance of ongoing cash
flow management will also be discussed. Take this workshop in conjunction
with Fundamentals of Nonprofit Finance for a comprehensive overview
of nonprofit financial management.
Part
of Nonprofits Assistance Fund’s Fundamental Skills series,
helping those new to nonprofit finance gain the basic operating
skills and confidence needed to achieve mission goals. Perfect for
those new to the nonprofit sector, or for board members, program
managers, administrative staff, or executive directors looking for
a financial refresher.
This training
will be led by Steve Boland.
Details:
Tuesday,
September 14
9 a.m. - 12:30 p.m.
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota Council of Nonprofits;
2314 University Ave. W, Suite 20; St. Paul, MN; 55114-1802.
Top
of Page
Fundamentals
of Budgeting
Budgets
are the foundation of nonprofit finance and are vital to your organization’s
strategic planning and management. This workshop will prepare you
to craft a budget for your program or organization. Using everyday
English and a real world example as a case study, we will walk through
the budgeting process in ten steps. The importance of ongoing cash
flow management will also be discussed. Take this workshop in conjunction
with Fundamentals of Nonprofit Finance for a comprehensive overview
of nonprofit financial management.
Part
of Nonprofits Assistance Fund’s Fundamental Skills series,
helping those new to nonprofit finance gain the basic operating
skills and confidence needed to achieve mission goals. Perfect for
those new to the nonprofit sector, or for board members, program
managers, administrative staff, or executive directors looking for
a financial refresher.
This training
will be led by and Steve Boland.
Details:
Tuesday, September 21
1:30-4:30 pm
Heartland Community Action Agency
200 4th Street Southwest, Willmar, MN 56201
Map
and Directions
$25 for MCN members / $35 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota Council of Nonprofits;
2314 University Ave. W, Suite 20; St. Paul, MN; 55114-1802.
Top
of Page
Fundamentals
of Nonprofit Finance
Nonprofit
finance has unique rules, conditions, and terminology. This session
will provide an introduction to financial reports, the accounting
rules governing restricted funds, and nonprofit reporting requirements.
The trainer will unpack financial jargon and use real nonprofit
examples to illustrate key concepts. You will learn to clarify financial
roles and responsibilities and to create effective internal controls
and policies. Take this workshop in conjunction with Fundamentals
of Budgeting for a comprehensive overview of nonprofit financial
management.
Part
of Nonprofits Assistance Fund’s Fundamental Skills series,
helping those new to nonprofit finance gain the basic operating
skills and confidence needed to achieve mission goals. Perfect for
those new to the nonprofit sector, or for board members, program
managers, administrative staff, or executive directors looking for
a financial refresher.
This
training will be led by Phil Hatlie.
Details:
Tuesday,
September 28
9 a.m. - 12:30 p.m.
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Financial
Planning in Uncertain Times
As
the economy crawls out of its recession, nonprofit leaders know
that the effects of the recession will continue to impact their
budgets for years to come. Sound financial management must be a
priority for nonprofit organizations if they are to survive and
thrive. Attendees of this workshop will learn how to assess their
organization’s current financial position and business model,
gauge budget risks and uncertainties, and examine organizational
goals and priorities. Different tools and techniques for scenario
planning and multi-year budgeting will also be discussed.
This
training will be led by Michael Anderson.
Details:
Tuesday,
July 13
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
This
event has been cancelled.
Top
of Page
Financial
Analysis and Benchmarking
Strategic
financial planning and management requires a deep understanding
of your income, expenses, assets, and liabilities. This advanced
workshop will teach you to analyze and interpret your basic financial
reports in context. Discuss the components of nonprofit financial
health and identify key financial indicators. We will provide calculators
and a case study so you can work through a ratio calculation exercise
in class. Finally, learn to create dashboard reports summarizing
the financial indicators important for your organization.
Part
of Nonprofits Assistance Fund’s Financial Leadership series,
helping nonprofit leaders balance financial priorities, adapt to
uncertainty, and steer their organizations toward a sustainable
future.
This
training will be led by Michael Anderson.
Details:
Tuesday,
October 12
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Calculating
True Program Costs
Do
you know what your programs cost? Are you communicating their full
costs to others? This workshop will provide an overview of program
budgeting and allocations. Learn to identify direct and indirect
expenses using real life examples, and then review different methods
of allocating expenses to programs. An understanding of true program
costs is essential for management decisions, program administration,
effective development work, and compliance on your 990.
Part
of Nonprofits Assistance Fund’s Practical Financial Management
series, helping staff with financial responsibilities to develop
the management skills necessary for savvy planning and strategic
decision making.
This
training will be led by Janet Ogden-Brackett.
Details:
Tuesday,
August 10
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Calculating
True Program Costs
Do
you know what your programs cost? Are you communicating their full
costs to others? This workshop will provide an overview of program
budgeting and allocations. Learn to identify direct and indirect
expenses using real life examples, and then review different methods
of allocating expenses to programs. An understanding of true program
costs is essential for management decisions, program administration,
effective development work, and compliance on your 990.
Part
of Nonprofits Assistance Fund’s Practical Financial Management
series, helping staff with financial responsibilities to develop
the management skills necessary for savvy planning and strategic
decision making.
This
training will be led by Phil Hatlie.
Details:
Tuesday, July 13
1:00-4:00 p.m
South Central Service Cooperative
2075 Lookout Drive, North Mankato, MN 56003
Map and Directions
$25 for MCN members / $35 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Presenting
Financial Reports to the Board
The
nonprofit board of directors has ultimate fiscal responsibility
for your organization. This workshop will help you understand how
the board uses financial information, and how staff can support
the board’s oversight role through the format, content, and
presentation of financial information. Learn to evaluate board members’
financial capacity and train them to understand the unique rules
and conditions of nonprofit finance. Discuss how to improve the
flow of financial information between staff and board so that the
board can provide effective oversight and strategic planning.
Part
of Nonprofits Assistance Fund’s Practical Financial Management
series, helping staff with financial responsibilities to develop
the management skills necessary for savvy planning and strategic
decision making.
This
training will be led by Steve Boland.
Details:
Tuesday,
November 9
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Presenting
Financial Reports to the Board
Tuesday,
August 3 (Windom) and Tuesday, September 21 (Virginia)
The
nonprofit board of directors has ultimate fiscal responsibility
for your organization. This workshop will help you understand how
the board uses financial information, and how staff can support
the board’s oversight role through the format, content, and
presentation of financial information. Learn to evaluate board members’
financial capacity and train them to understand the unique rules
and conditions of nonprofit finance. Discuss how to improve the
flow of financial information between staff and board so that the
board can provide effective oversight and strategic planning.
Part
of Nonprofits Assistance Fund’s Practical Financial Management
series, helping staff with financial responsibilities to develop
the management skills necessary for savvy planning and strategic
decision making.
This training
will be led by Steve Boland
(August 3) and Phil Hatlie
(September 21).
Details:
Tuesday, August 3
1:00-4:00 p.m.
Business, Arts and Recreation Center (BARC)
1012 5th Ave., Windom, MN 56101
Map and Directions
$25 for MCN members / $35 for nonmembers
Tuesday, September 21
9 a.m. – noon
Arrowhead Center
505 S 12th Ave # 1, Virginia, MN 55792
Map
and Directions
$25 for MCN members / $35 for nonmembers
Registration:
1.
Register
online for August 3 / Register
online for September 21.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Financial
Leadership for Executive Directors
As
an executive director, what do you need to do to ensure the financial
health of your organization? How can you establish a culture of
financial responsibility and accountability amongst your staff and
board? This workshop has been created specifically for executive
directors of small nonprofits who often function as the key financial
manager. Learn to clarify roles and responsibilities; communicate
financial information to different stakeholders; and work with auditors,
the finance committee, and the board. The session will begin with
a review of financial terminology and basic reports. For executive
directors only.
Part
of Nonprofits Assistance Fund’s Financial Leadership series,
helping nonprofit leaders balance financial priorities, adapt to
uncertainty, and steer their organizations toward a sustainable
future.
This
training will be led by Janet Ogden-Brackett.
Details:
Tuesday,
December 14
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Nonprofit
Budgeting: Beyond the Basics Take
your practical budgeting knowledge to the next level. Learn how
dynamic budgets can help you plan, monitor, and provide strategic
leadership within your organization. Every nonprofit has a distinct
budgeting culture. Assess yours, and gain ideas to improve your
process. Review staff and board roles and discuss strategies to
energize your financial team. This workshop is designed for those
who have already mastered the basics of budgeting.
Part
of Nonprofits Assistance Fund’s Financial Leadership series,
helping nonprofit leaders balance financial priorities, adapt to
uncertainty, and steer their organizations toward a sustainable
future.
This
training will be led by Phil Hatlie.
Details:
Tuesday, October 26
9 a.m. - noon
Minnesota Council of Nonprofits Conference Room
2314 University Avenue, Suite 20, St. Paul 55114
Directions and
Parking
Fee: $45 for MCN members / $65 for nonmembers
Registration:
1.
Register
online.
2.
Register by fax - download and complete the registration
form, include
credit card information and fax the form to 651-642-1517.
3. Register by mail - download and complete the registration
form, include payment and mail to: Minnesota
Council of Nonprofits; 2314 University Ave. W, Suite 20; St. Paul,
MN; 55114-1802.
Top
of Page
Trainer
Bios:
Kate
Barr, Executive Director
Kate
oversees Nonprofits Assistance Fund's strategic plans, development,
loan capital, outreach, and program activities for the loan funds.
Under her leadership, the organization has emerged as a premier
financial management resource in Minnesota by providing training,
strategic financial counsel, and loans to the nonprofit community.
Prior to joining the Nonprofits Assistance Fund, Kate served as
Senior Vice President of Riverside Bank where she was responsible
for strategic planning, marketing, and community development lending.
With her unique insight and experience, she is a popular speaker,
trainer, and writer on nonprofit management and financial issues.
Kate holds a Master's degree from Hamline University and is currently
a member of their adjunct faculty. She serves on the boards of directors
of the Neighborhood Development Center, Partners for the Common
Good, and Western Bank.
Janet Ogden-Brackett, Loan Fund
Manager and Trainer
Janet
is responsible for managing Nonprofits Assistance Fund's loan program.
In this capacity she helps the lending team assess each nonprofit’s
unique financial situation and craft loan applications that best
meet their immediate and long-term needs. As a loan officer, she
assists individual nonprofits during the loan application, review
process, and throughout the lifecycle of the loan. She also delivers
training workshops and provides technical assistance on financial
management topics to nonprofits throughout Minnesota. Janet is a
graduate of MCN's Leadership Institute. Prior to joining the Nonprofits
Assistance Fund, Janet was Director of Operations and Financial
Manager at Minnesota Environmental Initiative, where she oversaw
the financial reporting, budgeting, and operational systems. She
has a BA in Business Management from the University of St. Thomas.
Phil Hatlie, Loan Officer and Trainer
Phil
is responsible for assisting nonprofits during the loan application,
review process, and throughout the lifecycle of the loan, with a
special expertise in charter school financing. He also delivers
training workshops and provides technical assistance on financial
management topics to nonprofits throughout Minnesota. Prior to joining
Nonprofits Assistance Fund, Phil spent 15 years working as the lead
finance person at three Minnesota nonprofits. He served as a Director
of Finance and Administration for the Greater Minneapolis Council
of Churches and Twin Cities Habitat for Humanity and as the Director
of Operations for the Higher Education Consortium for Urban Affairs
(HECUA).
Michael Anderson, Loan Officer and
Trainer
Michael
is responsible for advising nonprofits through the loan application
and review process, as well as throughout the lifecycle of the loan.
He also provides technical assistance and delivers training workshops
on a wide variety of nonprofit financial management topics. Through
daily conversations with nonprofits across the state, Michael is
close to the problems and issues facing the sector. He holds a Master
of Public Policy degree from the Humphrey Institute of Public Affairs.
Michael serves as adjunct faculty at the University of Minnesota
and on the Board of Directors of PRG, Inc., a nonprofit community
development corporation.
Steve Boland, Loan Officer and Trainer
Steve
works with nonprofits during the loan application and review process,
in addition to providing strategic advice and training. Steve's
career began with the office of Congressman Bruce Vento in Saint
Paul and transitioned to management positions in statewide and local
nonprofits, including serving as Executive Director of the Saint
Paul Neighborhood Network, Summit-University Planning Council and
the Greater Frogtown Community Development Corporation. He is a
graduate of the University of Minnesota, and is pursuing a Master
of Nonprofit Management from Hamline University. Steve currently
serves on the Board of Directors for Sparc, a community development
corporation in Saint Paul, and is a regular blood platelet donor
with the American Red Cross.
About
Nonprofits Assistance Fund:
Nonprofits Assistance
Fund's mission is to build financially healthy nonprofits that foster
community vitality. The organization is a national pioneer in the
area of lending to nonprofits and is a premier financial management
resource for the nonprofit community. As a Community Development
Financial Institution (CDFI), NAF provides loans that offer financial
support and flexibility, helps organizations implement healthier
financial practices through training and resources, and offers strategic
financial guidance. Our work helps nonprofits realize their own
visions of sustainability, transformation and success.

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