Financial Analysis For Grantmakers 201 [East Bay]

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Financial Analysis 201 is part of NCG's 2012 workshop series Financial Analysis For Grantmakers. Learn more >>

Assessing Financial Health of Nonprofits

Planning in today's uncertain environment requires both nonprofit leaders and their funders to know where an organization stands financially, and to understand how much financial risk they can tolerate. To make good decisions, we not only need accurate, up-to-date, and clear financial information, but also the ability to interpret and use this financial information as we plan and manage our grantmaking programs.

This engaging, day-long interactive workshop provided an in-depth look at nonprofit finance, due diligence, and implications for grantmaking. Participants received a brief refresher of materials covered in Financial Analysis 101, learned the challenges of the nonprofit finance model and received hands on experience assessing a nonprofit's financial health through case study analysis. 

Participants Convened To

• Understanding the challenges of nonprofit finance, especially in uncertain economic times; 
• Learn the right questions to ask using assessment tools for engaging grantees in discussions about financial management challenges; and
• Discuss a framework to structure support for long-term sustainability and impact.

The first half of the day focused on the nuts and bolts of financial analysis; the second half of day focused on applying learning through case study discussions.

Who Can Attend

This workshop is best suited to the needs of grantmakers for whom financial due diligence is a component (or desired component) of the grantmaking process. Grantmakers who have taken NCG's Financial Analysis 101 or who currently have a working knowledge of reviewing nonprofit financial data were encouraged to enroll.

Workshop Fees

Cancellation Policy

Out of consideration for anyone on the program waiting list, please notify NCG staff at least three business days prior to an event should you need to cancel your participation.

• Cancellation requests received by June 5 are eligible for a 100% refund of registration fee.
• Cancellation requests received after June 6 but prior to June 20 are eligible for a credit toward other NCG 2012 programs.
• Cancellation requests received after June 20 are not eligible for a refund, but registration is transferable.
• No refund or credits for no-shows.

Facilitator

Nicole Simoneaux is Director of Pacific Northwest and Southwest Markets and leads the Nonprofit Finance Fund's consulting, lending, and advocacy work across the region. Nicole works to determine how NFF can partner with foundations, financial institutions, and nonprofit associations to build stronger nonprofit communities and a more durable safety net of services for the people who rely on them. She also guides NFF's national work in utilizing IRS Form 990 data to analyze financial health trends in specific industries, sub-sectors or geographic regions. Prior to NFF, Nicole worked for five years in grantmaking, government administration and the arts. She served as a program officer at the Minnesota State Arts Board, an arts administrator at the Madison Arts Commission, and was a founding company member of the TEAM Theater, a New York city-based theater company.

Nicole earned a BFA from New York University and an MBA from the University of Wisconsin-Madison. She now serves on the boards of the TEAM Theater and Young Audiences of Northern California, and volunteers as an advocate for children in the foster care system with SF CASA, San Francisco Court Appointed Special Advocates.