Where
The Nonprofit Partnership
4900 E. Conant Street, Building O2
Long Beach, California
90808
Event Registration
| Ticket Type | Price |
|---|---|
| Early Bird Member Rate (3/10/24) | $90 |
| Early Bird Regular Rate (3/10/24) | $110 |
| TNP Member Rate | $100 |
| Regular Rate | $130 |
| LACDAC Grantee- (No Payment Due--Please Select Payment Method "Cash") | $130 |
| TAMI Org Participant (No Payment Due - Please Select Payment method "Cash") | $100 |
Event Details
Budgeting 101
Wednesday, April 10th; 9am - 12pm (In-Person)
Welcome to the Nonprofit Budgeting 101 Workshop , a practical and interactive course designed to provide nonprofit professionals, board members, and individuals involved in financial decision-making with the knowledge and skills necessary to create and manage effective budgets for mission-driven organizations. This workshop will empower you to develop robust budgeting practices that align with your organization's strategic goals and promote financial sustainability.
In this hands-on workshop, participant will engage in dynamic discussions and practical exercises to explore the fundamental principles and best practices of nonprofit budgeting. From understanding budgeting terminology to creating realistic revenue and expense projection, you will gain the tools and confidence to build comprehensive budgets that support your organization's mission and enable effective resource allocation.
Learning Objectives:
- Understand the foundational concepts and terminology of nonprofit budgeting, including revenue sources, expense categories, and budget cycles.
- Develop the skills to create accurate and realistic budgets that align with the organization's strategic goals and operational needs.
- Gain proficiency in forecasting and projecting revenue streams, taking into account diverse funding sources such as grants, donations, and program fees.
- Learn techniques for estimating and allocating expenses, considering programmatic requirements, administrative costs, and operational needs.
- Develop the ability to monitor budgets effectively, track variances, and implement corrective actions to ensure financial stability and accountability.
- Acquire strategies for effectively communicating budgets to board members, staff , and external stakeholders, fostering transparency and accountability.
Through this workshop, you will gain practical skills and knowledge that you can immediately apply to enhance your nonprofit's budgeting processes. By mastering effective budgeting techniques and adopting best practices, you will contribute to the financial stability, transparency, and sustainability of your organization.
Join us for this interactive workshop and embark on a journey toward becoming a proficient budget manager, equipped to make informed financial decisions and lead your organization toward its mission-driven objectives.
Note: This workshop is suitable for participants with varying levels of budgeting experience in the nonprofit sector. Whether you are new to budgeting or seeking to enhance your skills, this workshop will provide valuable insights and practical guidance.
Trainer: Stacey Bergman, CPA, Evergreen Alliance
Stacey Bergman, CPA and partner, founded Evergreen Alliance out of a desire to help real people solve real problems. With over 15 years of both public and private accounting experience, the idea of using her expertise to help people and organizations invested in the betterment of their communities excites her. Focused on client care and a one-firm approach, Stacey is committed to supporting the nonprofit sector as a whole, helping small to mid-sized organizations manage their accounting infrastructure. "Taking the burden off of clients allows them to focus on effectuating their programs and furthering the mission of their organization," Stacey says. According to Stacey, who has always loved math, numbers, and puzzles, accounting is just a numbers puzzle.
With a Bachelor of Science in accounting from Cal State Long Beach, Stacey started Evergreen Alliance with the desire to find a better working model where her love of numbers and people would serve the greater good. By educating clients and partners in the CPA and legal realm, Stacey is able to support an underserved community doing their part to change the world.
Cancellation policy: We require notice of cancellation at least 48 hours in advance of the class start time. No refunds will be provided for no-shows or late cancellations. All registrants are encouraged to send an alternate if unable to attend.
LACDAC and First 5 (Region 4) grantees who register without attending will be invoiced directly for the full cost of the course. Per our contract with LACDAC, we are required to notify LACDAC of any grantees who register and do not attend; Those who miss a session cannot register to attend any future TNP sessions until payment is received.
By registering: The ticket purchaser will receive a confirmation email from This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Virtual event details will be emailed to registrants as we approach the event from This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Please add This e-mail address is being protected from spambots. You need JavaScript enabled to view it to your safe senders list or address book to avoid emails from being filtered to your SPAM or Junk folders. Thank you!
The ticket purchaser and event registrants will be subscribed to our email list and receive weekly emails about events, services, and other announcements. You can opt out at any time. You also give TNP permission to use your image for communications and waive any rights for compensation.
For more information: Please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 562-888-6530.
