Understanding Your Organization's Numbers So Funders Hear You

Understanding Your Organization’s Numbers So Funders Hear Your
Thursdays, December 2 & 9 | 3:30 PM – 5:00 PM | Two-Part Web Series

Presented by: Stephanie Cory, Principal, Stephanie Cory Consulting | Jason Jones, Community Development Market Manager (VP), Citizens Bank

Intimidated by balance sheets and income statements? Pulling your hair out over budgets? Stress no more! This two-part webinar series will equip you with the tools you need to understand your nonprofit organization’s finances and present them in ways that speak to funders. Basic accounting concepts will be reviewed, and budget development methods will be discussed. Guiding principles from the Standards for Excellence® will be incorporated throughout the presentation to highlight the importance of ethics and accountability in financial management.

Whether your organization is a small start-up or a larger organization with a dedicated accounting department, this series will give you the confidence you need to talk about your organization’s finances with funders. This interactive web series will allow ample time for specific questions and provide opportunities to practice what is discussed.

At the conclusion of this two-part series, participants will be able to:

1. Explain basic accounting concepts
2. Read nonprofit financial statements
3. Construct a revenue and expense budget for an organization
4. Orchestrate a clear conversation around finances for their board and funders
5. Describe the purpose of an audit and determine when one is appropriate for their organization

Single Login Cost:
$80 per person for PANO Members | $175 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$255 per group for PANO Members | $565 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

About the Facilitators:

Stephanie Cory

Stephanie has dedicated her career to the nonprofit sector since 2003 in roles from program manager to development director to executive director. She splits her time as a consultant and adjunct faculty for Villanova University. Stephanie is a Licensed Standards® for Excellence Consultant, BoardSource Certified Governance Consultant, and Master Trainer for the Association of Fundraising Professionals. She has twice been treasurer for nonprofit boards as well as been responsible for budgeting, financial reporting, and financial management as an executive director. Stephanie earned a BS in Accounting from the University of Southern California and an MEd in Adult and Organizational Development from Temple University.

Jason Jones

Jason joined the Citizens Bank team in March 2020 as community development market manager (VP). In his role at Citizens Bank, Jason oversees community development services, investments, and lending in low-to-moderate income areas of Western Pennsylvania. He has additional experience as the director of entrepreneurship at Idea Foundry where he oversaw fundraising. Jason has more than 17 years’ experience in banking, management, investment, economic development, and Community Development Financial Institutions. He also is an Adjunct Professor in the School of Business for Community College of Allegheny County.

Jason is very active in the community in Pittsburgh, serving on the board for Homewood Children’s Village, The Forbes Funds, Mentorship Partnership Pittsburgh, and The Urban Redevelopment Authority Micro Loan Committee. He was named as one of Pittsburgh’s 40 Under 40 (Pump) in 2017, 2018’s 50 Finest (Cystic Fibrosis), and Fab 40 (New Pittsburgh Courier) in 2019. He holds an MS in Strategic Leadership and BS in Organizational Leadership from Mountain State University.