Nonprofit Financial Fundamentals

Kay Sohl, National Trainer & Consultant
Kay Sohl Consulting

Produced in partnership with Washington County Nonprofit Network.

Are your financial management systems and strategies ready for a new year? Get ready to provide the financial leadership your nonprofit needs to achieve its mission amidst new challenges to sustainability.

“Nonprofit Financial Fundamentals” will help you identify the strengths and limitations of your current systems and provide step-by-step guidance to get the tools needed to ensure accountability, prevent fraud, and obtain information for clear decision making.

Workshop topics will include:

• Annual budgets, grant budgets, and cash flow projections
• Controls to prevent fraud and ensure accountability
• Accounting choices and challenges
• Financial reports that make sense
• Red flags and progress indicators

Take home a comprehensive packet of self-assessment tools, checklists, and samples to help your Board and staff address key financial management issues for your nonprofit.

Who Should Attend

This workshop is designed to build skills and improve communication between executive directors and fiscal manager/accountants and to increase Board involvement in productive financial oversight.

About the Presenter

Kay Sohl has provided financial management training and consultation for over 5,000 nonprofit organizations throughout the country. Kay draws upon her experience as an executive director, consultant, auditor, and Board member to create trainings designed to help nonprofit leaders communicate effectively across the barriers of accounting jargon and financial anxieties. Kay is co-author of the The Oregon Nonprofit Corporation Handbook, Fifth Edition. She founded and led TACS/Nonprofit Association of Oregon through 2011, and currently leads nonprofit fiscal leaders discussion networks nationally and in Oregon.

Additional Information

Scholarships are available for nonprofit organizations that primarily provide service to Washington County. We thank the Washington County Nonprofit Network for providing these scholarships! Click here to apply for a scholarship.