Target Audience
The presentation is appropriate for board members, executive directors, development directors, fiscal managers and other leadership staff of organizations interested in preparing themselves for the potentially rough road ahead.
Sample Downloads
These samples are referred to in the presentation.
Cash flow projection template sample group - for part 2 (Excel)
Budget template sample group - for part 4 (Excel)
Preparing for Tough Times
Do you find yourself scrambling to replace foundation or donor funding that dropped unexpectedly? Is it difficult for you to accurately project income, to create useful cash flow projections or to analyze key financial indicators? Are you struggling to make difficult choices - cutting back programs and laying off staff? Then this video training is for you!
This informative 5-part presentation is full of tips on how to do effective fiscal management during these tough economic times. It highlights the key financial indicators of organizational health and stability and gives specific advice on steps to take to make sure you are in the best position possible.
Click part 1 to start the presentation. Each part is about 7 minutes in length.
Presenter: Megan Seibel, TREC’s lead trainer and consultant on fiscal management serves as TREC’s Finance Director and Senior Associate. She has over 20 years of non-profit and financial experience.
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