Date: Tuesday, January 23, 2018
Time: 2pm–5pm
Location: School of Arts & Culture @ Mexican Heritage Plaza 1700 Alum Rock Avenue San Jose, CA 95116
Cost: $0-$10
A viable financial management strategy needs to address a vision for the future as well as incorporate an understanding of the past and present positions of the organization. This three-hour workshop will focus on best practices in budgeting for nonprofits, incorporating practical tips and tools to facilitate the processes. Participants will learn how to take their budgeting process to the next level, gaining a firm grasp of best practices for the nuts-and-bolts of nonprofit budgeting in a changing environment. The workshop will also introduce participants to the Program Based Budget Builder, an Excel-based financial planning tool. Key concepts: – Defining financial goals and objectives in the budgeting process – Implementing a comprehensive and inclusive financial planning process – Identifying, allocating, and building indirect costs into program budgets to understand the real costs of program delivery – Creating a funding plan to support your program objectives – Using QuickBooks to produce budget-to-actual reports to support financial monitoring SVCREATES is partnering with Fiscal Management Associates (FMA) to provide this workshop for its grantee organizations. A national provider of technical assistance and professional development to nonprofit organizations, FMA works to guide and support organizations in strategic financial planning and fiscal management. Trainers: Rebecca Coker, FMA Lead Consultant for the West Coast, brings experience in both the private and nonprofit sectors to her work. As a certified Six Sigma Black Belt, Rebecca specializes in developing new and innovative ways to assist organizations in realizing and implementing efficiencies in their everyday processes and integrating change management techniques. Rebecca has worked with Bay Area institutions such as Tipping Point Community, The Women’s Foundation of California, College Track, First Place for Youth, and the Napa Valley Community Foundation to train nonprofit and philanthropic organizations of all sizes on topics including understanding financial statements, planning, monitoring and fiscal operations. Rebecca co-founded Momentum, a nonprofit engaging youth in self-development experiences. She regularly speaks on the benefits of using Lean methodology in the nonprofit sector. Roxanne Hanson, FMA Senior Consultant, delivers fiscal management and operational insights to nonprofit and philanthropic leaders across the country. With over 20 years of experience, Roxanne brings practical expertise to social change organizations through trainings and workshops for a wide variety of audiences. In both her past operations and capacity-building roles, she has designed and implemented dashboards and other data-visualization tools to help nonprofits and foundations make better strategic decisions. Roxanne is also a classically-trained dancer, a graduate of Houston’s High School for the Performing and Visual Arts, and served on the founding board of Takoma Theatre Arts Project in Washington, D.C. She is based in FMA’s Oakland office. Have questions about this workshop? Contact Audrey Struve at This event is free for SVCreates’ grantees. General registration fee is $10. Space is limited. Please register to reserve your space! Program sponsors:  
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