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What participants say...

"TREC did an excellent job in presenting the topic in a 'user-friendly' manner (for those of us who are not CPAs)!"

"What an amazing difference this method makes in my life. TREC you are my NEW BEST FRIEND! We still don't have that much money, but having the TREC cash flow template makes so much difference. GOD BLESS YOU! THANK YOU! MAHSI CHOO!"

"I can't express enough gratitude for the fiscal management training recently provided by the TREC team. With very easy adjustments and new programs, we were able to make a smooth transition from finances that got us through year to year, to finances that helped us make better decisions, increase our fundraising and give us a clear picture of who we were as an organization. It helped us to recognize inefficiencies, know which fundraising methods worked best and how to improve various aspects of our organization. It's made the difference between a struggling organization to one that thrives."

Preparing for Tough Times

Video Training A five-part web video training series. Each 7-minute segment of this informative series is packed with tips and offers specific advice about fiscal management during these tough financial times.

View Preparing for Tough Times


HOME  > Services > Fiscal Management

Fiscal Management Program

A team-based approach to financial fine-tuning.

Because times are tight, it is even more critical that we carefully evaluate our organization’s financial strengths and weaknesses. We need to be informed and prepared to make tough choices. We’ve got to be ready to adapt to new conditions. We need to empower ourselves with the knowledge and skills we need to thrive. If the state of your organization’s finances is keeping you up at night, contact TREC for assistance right away.

TREC’s Financial Management Program is appropriate for organizations which need a minor fine tuning of their financial systems, organizations requiring a complete overhaul, and everything in between. TREC offers on-line training, instructional documents and e-alerts, and useful templates and samples. For select groups, TREC also offers on-going consulting and support to customize and implement the training, and to address specific needs.

TREC will work with a team from your organization that includes the finance manager, executive director, program leaders and board members to provide comprehensive system solutions as well as improved communication and teamwork within the organization overall.

Topics include:

  • Assessing key indicators of financial health.
  • Producing accurate financial statements, understanding them and presenting them effectively.
  • Creating timely and accurate income predictions and cash flow projections.
  • Developing accurate budgets and using them to strategically evaluate project areas.
  • Coping with financial set-backs.
  • Identifying new, skilled finance staff and setting up roles and responsibilities.
  • Working with timesheets and appropriately allocating costs.
  • Evaluating and improving financial policies, procedures and fiscal controls.
  • Reporting to foundations, members and the board.
  • Reviewing financial reporting and compliance.
  • Working with an auditor and preparation for an audit.

Financial Management is open to all Wilburforce grantees in the U.S. and Canada (or Wilburforce applicants with an invited proposal on the Foundation’s next docket).

Want to take part?

Financial Management Program Outreach Letter (PDF)

Financial Management Program Letter of Inquiry (Word)

Please return your Letter of Inquiry and any other information requested to Megan Seibel, Senior Associate.

Contact: Megan Seibel (303) 284-6968. [Megan at trec.org]

Megan Seibel, TREC’s lead trainer and consultant on fiscal management, and serves as TREC’s Finance Director and Senior Associate. She has over 20 years of non-profit experience, including positions of fundraiser, executive director, and budget and finance director. Megan has extensive training experience on a wide array of topics in the areas of fundraising and financial management.

Organizations receiving fiscal management assistance will work with others at TREC in addition to Megan Seibel, including Dyan Oldenburg, Jeff DeBonis, and David Thomson.