Financial Analysis for Nonprofit Leaders

Lilly Family School of Philanthropy

How long?

  • 2 days
  • in person

What are the topics?

Lilly Family School of Philanthropy

Disclaimer

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Full disclaimer.

Read more about Finance

Finance is an integral and most important component of any business, so everyone needs to improve their competence in this area. Finance courses will ...

Read more about Non-profit

These days management and financial factors play a vital role in the framework of non-profit organizations. Non-profit institutions no longer implemen...

About the course

Financial position, robustness, and flexibility are all areas that are vitally important for effective nonprofit leadership. Leaders in nonprofit organizations must understand the drivers of these components of financial strength in order to be successful in pursuing their organizational missions.

Schedule

Financial Analysis for Nonprofit Leaders is offered once a year in-person and online.

In-person Schedule

The in-person class is two days in length.

  • Day 1: 8:30 a.m.–4:30 p.m.
  • Day 2: 8:30 a.m.–4:30 p.m.

Online Schedule

The online course is four weeks in length.

Each week you'll have a course module to complete. Each module consists of:

  • readings from a required textbook (details for purchasing the textbook will be provided upon receipt of registration)
  • viewing pre-recorded narrated presentations
  • completing a 10-question quiz where you must score a 7 or higher
  • engaging in forum discussions with others
  • and submitting assignments.

Agenda

Day 1

  • Differences Between Businesses and Nonprofits, Dashboard Financial
  • Objectives, Board Dynamics
  • Budgeting
  • Long-Range Financial Planning and Financial Policies
  • Financial Strategies and Revenue Mix, Funding Dynamics and the Economy,
  • Liability and Risk Management
  • Financial Statements

Day 2

  • Financial Ratio Analysis #1
  • Diagnosing Your Organization
  • Financial Analysis #2
  • Fundraising Analysis: A Finance Perspective
  • Cash Flow and Treasury Management
  • Wrap-Up

ONLINE COURSE AGENDA

WEEK 1: FINANCIAL ANALYSIS IN THE NONPROFIT CONTEXT: THE ARENA IN WHICH WE PLAY

  • Readings
  • Narrated Presentation 1
  • Quiz
  • Assignment: Calculate Approximate Liquidity Target for City Mission
  • Assignment: Financial Ratio Analysis of Public Charity (Assignment due Week 4)
  • Assignment: Discussing Your Work

WEEK 2: FINANCIAL STRATEGIES AND PLANNING TOOLS: BUDGETING AND FINANCIAL PLANNING

  • Readings
  • Narrated Presentation 1 & 2
  • Quiz
  • Assignment: Understand and Evaluate Your Organization’s Operating Budget
  • Assignment: Evaluate a Church’s Budget Report
  • Assignment: Complete a Cash Budget in Excel
  • Assignment: Discussing Your Work

WEEK 3: FINANCIAL STATEMENTS AND FINANCIAL RATIO ANALYSIS

  • Readings
  • Narrated Presentation 1 & 2
  • Quiz
  • Assignment: Financial Ratio Calculation
  • Assignment: Calculating and Interpreting the Common-Size Statement of Financial Position
  • Assignment: Discussing Your Work

WEEK 4: FINANCIAL MANAGEMENT, CONTROLS AND POLICIES

  • Readings
  • Narrated Presentation 1
  • Quiz
  • Assignment: Financial Ratio Analysis of Public Charity
  • Assignment: Discussing Your Work
  • Assignment: Course Evaluation

Videos and materials

Financial Analysis for Nonprofit Leaders at Lilly Family School of Philanthropy

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

Read more about Non-profit

Courses on non-profit offer an excellent opportunity to develop the knowledge and skills necessary to create an effective plan for addressing key challenges that are faced by all non-profit organizations. The courses mainly focus on the financial and...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.