{"title":"Nonprofit Budgeting, Finance \u0026 Reporting","description":"\u003cstyle\u003e.collection-hero__title{display:none;}\u003c\/style\u003e\n\u003ch3\u003eNonprofit Budgeting, Finance and Reporting\u003c\/h3\u003e\n\u003cp\u003eNonprofit finance work requires clarity, stewardship, and careful reporting in environments where every dollar matters. This collection helps nonprofit professionals build confidence in budgeting, financial oversight, and reporting responsibilities so they can better support both compliance and mission effectiveness.\u003c\/p\u003e\n","products":[{"product_id":"nonprofit-budgeting-certification","title":"Nonprofit Budgeting Certification","description":"\u003cp\u003eFor nonprofits with a July–June fiscal year, now is the time to start the budget process. The lingering pandemic, fluctuating donations, changing government requirements, and increasing demand for services create uncertainty. Nevertheless, you must nail down your numbers soon.\u003c\/p\u003e\n\u003cp\u003eYou can apply proven best practices and engage people throughout your organization to transform your budget into a critical component of your nonprofit’s financial management strategy.\u003c\/p\u003e\n\u003cp\u003eTo help you accomplish this goal, we have assembled a series of three information-packed webinars that will provide a valuable certification and help you advance your career.\u003c\/p\u003e\n\u003cp\u003eNonprofit budget expert \u003cstrong\u003eBill Hoffman\u003c\/strong\u003e will share straightforward steps to create a meaningful budget your organization will use throughout the next fiscal year. You will learn how to reflect your organization’s goals, engage key team members, and achieve widespread acceptance.\u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558632853821,"sku":"3470541,3470551,3470557","price":345.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/nonprofit_budgeting_certification.jpg?v=1734567372"},{"product_id":"2-part-series-how-to-build-your-budget-in-excel","title":"[2-Part Series] How To Build Your Budget In Excel","description":"\u003cp\u003e\u003cimg alt=\"\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/2_90_Demand.jpg?v=1740236763\" width=\"198\" height=\"23\"\u003e\u003c\/p\u003e\n\u003cdiv id=\"output\"\u003e\n\u003cp\u003e\u003cstrong\u003eIs Your Budget in Excel? Get the Skills, Strategies, and Templates You Need 📊\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cp\u003eWhether your fiscal year is just beginning or half over, July is an ideal time to build the skills and templates you need to develop your nonprofit’s budget. In the best budget processes, the board and staff agree on their roles and the budget's purpose. You need to plan now to collaborate objectively through difficult choices.\u003c\/p\u003e\n\u003cp\u003eAs you build the budget, you can use new strategies to choose frugality over cheapness, collaborate objectively through difficult choices, and prepare for wild cards. Applying nifty Excel tricks will allow you to save time and improve accuracy.\u003c\/p\u003e\n\u003cp\u003eNonprofit budgeting expert \u003cstrong\u003eSean Hale\u003c\/strong\u003e will show you how to use Excel to make a fiscal plan. You will learn transformative budgeting strategies and essential spreadsheet skills.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat You'll Learn\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eBudget Strategy And Foundation\u003c\/li\u003e\n\u003cli\u003eExcel Budget Building Skills\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558628626749,"sku":"38,572,013,857,202","price":345.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/shutterstock_1769705135.jpg?v=1734567328"},{"product_id":"how-to-guide-quickbooks-for-your-nonprofit","title":"[2-Part Series] How-To Guide: QuickBooks® For Your Nonprofit","description":"\u003cp\u003e\u003cimg alt=\"\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/2_90_Demand.jpg?v=1740236763\" width=\"190\" height=\"22\"\u003e\u003cbr\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003ch4\u003eQuickly Master QuickBooks®  Be Blown Away With Time-saving Nonprofit Reports.\u003c\/h4\u003e\n\u003cp\u003eIn this lively and interactive two-part webinar series, you will learn how to set your books up correctly (or fix your current setup) and efficiently enter typical nonprofit transactions. You will be able to produce the reports you need for your board, finance committee, management team, and accountant.National nonprofit QuickBooks\u003csup\u003e®\u003c\/sup\u003e trainer Gregg S. Bossen CPA will take you step-by-step through how to best use QuickBooks\u003csup\u003e®\u003c\/sup\u003e for your nonprofit organization.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSessions Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe Best Setup For Nonprofits\u003c\/li\u003e\n\u003cli\u003eMethods For Entering Transactions: Revenue and Expenses\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558627840317,"sku":"34,091,333,409,146","price":345.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/quickbooksfornonprofits.jpg?v=1734567320"},{"product_id":"cash-flow-conversations-in-a-time-of-crisis","title":"Cash Flow Conversations In A Time Of Crisis","description":"\u003cp\u003e\u003cstrong\u003eHow Is Cash Flow at Your Organization? Learn How to Calculate the Current Situation and Future Projections.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eCash flow is essential for every nonprofit. While it is obvious that you need more funds coming in than going out, calculating this reality is not as straightforward. The timing of income and expenses dramatically affect cash flow projections.\u003c\/p\u003e\n\u003cp\u003eYou need to understand the effect of various payment terms, grant disbursements, expense reimbursements, and dozens of other factors that make your organization’s bank balance fluctuate from one month to the next. You can use cash flow statements and cash flow projections to get a grasp on financial health now and into the future.\u003c\/p\u003e\n\u003cp\u003eExperienced CPA\u003cstrong\u003e Chyla Graham\u003c\/strong\u003e will demystify cash flow calculations. You will learn how to project cash accurately to enable your organization to thrive.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558626332989,"sku":"3079838","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/CashFlowConversationsInATimeOfCrisis.jpg?v=1747968682"},{"product_id":"master-your-data-excel-fundamentals-for-nonprofits","title":"Master Your Data: Excel Fundamentals For Nonprofits","description":"\u003cdiv id=\"output\"\u003e\n\u003cp\u003e\u003cstrong\u003eLearn Excel to Improve Your Nonprofit’s Results. Unleash Your Data and Save Time.\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cp\u003eNonprofit organizations use Excel to track volunteers, merge donor information from multiple online sources, and create budgets. By learning this powerful application, you can improve your organization’s results. Excel enables you to save time, analyze data, draw conclusions, and present information.\u003c\/p\u003e\n\u003cp\u003eMicrosoft\u003csup\u003e®\u003c\/sup\u003e Certified Trainer and Excel expert\u003cstrong\u003e Jackie Kiadii \u003c\/strong\u003ewill provide you with a firm Excel foundation, taught at a steady pace to make it easy to follow along. You will have opportunities to complete hands-on exercises to reinforce what you learn.\u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558625153341,"sku":"3237940","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/MasterYourDataExcelFundamentalsForNonprofits.jpg?v=1748072785"},{"product_id":"how-to-read-your-nonprofits-financial-report","title":"How To Read Your Nonprofit’s Financial Report","description":"\u003cp\u003e\u003cimg alt=\"\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/60.jpg?v=1740170789\" width=\"275\" height=\"47\"\u003e\u003c\/p\u003e\n\u003cp\u003eNonprofit financial specialist Sean Hale will build the confidence and knowledge necessary to participate effectively in mission-critical financial decisions. You will learn how to decipher all your organization’s financial reports.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat You'll Learn\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHow do you read a balance sheet?\u003c\/li\u003e\n\u003cli\u003eHow do you read a profit and loss statement?\u003c\/li\u003e\n\u003cli\u003eHow can you use a dashboard to boost engagement?\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558623777085,"sku":"3644397","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/HowToReadYourNonprofit_sFinancialReport.jpg?v=1748066301"},{"product_id":"bigger-reach-and-donations-in-15-minutes-per-day-tips-and-tools","title":"Bigger Reach And Donations In 15 Minutes Per Day: Tips And Tools","description":"\u003cp\u003e\u003cstrong\u003eExpanding Your Reach Is Only 15 Minutes Away: Learn Easy Strategies to Reach More Engaged Users\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eSocial media use has expanded dramatically during the pandemic and remains very high. Online platforms are particularly effective for nonprofits that have community support, engaging stories, and compelling needs. By spending a few minutes on social media each day, you can dramatically expand your organization’s reach and increase donations.\u003c\/p\u003e\n\u003cp\u003eAn easy-to-follow process can help you connect with more users with resonating content. Advanced social media marketing strategies will allow you to stand far above the rest of the organizations in your nonprofit niche.\u003c\/p\u003e\n\u003cp\u003eNonprofit coach and bestselling author \u003cstrong\u003eMazarine Treyz\u003c\/strong\u003e will explain how you can use social media to expand your organization’s reach. You will learn concrete technical skills you can apply immediately.\u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558623285565,"sku":"3343087","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/BiggerReachAndDonationsIn15MinutesPerDayTipsAndTools.jpg?v=1747905741"},{"product_id":"nonprofit-financial-literacy-certification","title":"Nonprofit Financial Literacy Certification","description":"\u003cp data-start=\"413\" data-end=\"486\"\u003e\u003cstrong data-start=\"413\" data-end=\"484\"\u003eFinancial Literacy Certification for Nonprofit Leaders and Managers\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"413\" data-end=\"486\"\u003eNonprofit leaders are often expected to manage finances without formal training. This certification provides a clear, practical foundation in nonprofit financial literacy so leaders can understand their roles, speak the language of finance, and make informed decisions. Across five sessions, you will learn nonprofit financial roles and fiduciary duty, essential accounting and reporting terms, how to use financial information to guide behavior, how to build and manage a budget, and how to connect financial literacy to long-term mission success. No accounting degree required.\u003cstrong data-start=\"413\" data-end=\"484\"\u003e\u003cbr data-start=\"1290\" data-end=\"1293\"\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp data-start=\"488\" data-end=\"675\"\u003e \u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558621614397,"sku":"4378788,4378789,4378791,4378793,4378794","price":450.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/NonprofitFinancialLiteracyCertification_1.jpg?v=1765646177"},{"product_id":"annual-nonprofit-reporting-staying-in-compliance-with-the-requirements-2-sessions","title":"[2-Part Series] Annual Nonprofit Reporting: Staying in Compliance with the Requirements","description":"\u003cp\u003eEvery nonprofit is required to submit several different reports annually to both their federal and state regulators. The complexity of these reports depends on the size of your organization. The most well-known filings are the Federal Form 990 and your annual financial statements. These and other filings serve several purposes. In addition to ensuring that your organization has stayed mission focused, the IRS and other federal and state agencies, also, want to get a better understanding of your organization's overall health.\u003c\/p\u003e\n\u003cp\u003eIt’s important that you follow all of the requirements and stay in compliance. Your annual filings will also be of interest to other parties including management, directors, donors, grant makers, and the community you serve so it’s important to get it right.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat You’ll Learn:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e• Federal reporting forms, including Form 990 and annual financial reports\u003cbr\u003e• Complying with the requirements\u003cbr\u003e• Transparency and governance in the filing process\u003cbr\u003e• Documents and reports\u003cbr\u003e• Best practices for recordkeeping\u003cbr\u003e• Deadlines for filings\u003cbr\u003e• Tips on how to fill out your forms\u003cbr\u003e• Penalties for late filings\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e","brand":"Nonprofit","offers":[{"title":"Self-Paced | On-Demand Recording","offer_id":50558619451709,"sku":"45,904,504,590,455","price":345.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/AnnualNonprofitReportingStayinginCompliancewiththeRequirements_2Sessions_1.jpg?v=1747896278"},{"product_id":"presenting-effective-data-storytelling","title":"Presenting Effective Data Storytelling","description":"\u003cdiv class=\"SCXW105146179 BCX0\"\u003e\n\u003cdiv class=\"OutlineElement Ltr SCXW105146179 BCX0\"\u003e\n\u003cdiv class=\"p-rich_text_section\"\u003e\n\u003cdiv id=\"output\"\u003e\n\u003cp\u003e\u003cstrong\u003eAre You Interested in Learning the Key Elements of Effective Data Storytelling?\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/div\u003e\nOrganizations today hold a goldmine of data - data that can drive business strategies, improve decision-making, and unlock new opportunities. Presenting data requires facts. Compared to statistics alone, people retain 65-70% of story-based information, versus 5-10% from statistics alone. This is where effective data storytelling comes in. In addition to providing context, it highlights trends and makes data-driven insights more meaningful. Using it, non-technical team members can communicate more effectively with technical team members, thereby enabling them to make more informed and practical decisions.\u003c\/div\u003e\n\u003cdiv class=\"p-rich_text_section\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"p-rich_text_section\"\u003eDon't miss this opportunity to learn from \u003cstrong\u003eDerik Timmerman\u003c\/strong\u003e, a nationally recognized expert in performance management, how to use data effectively. Make your analysis and insights more valuable by interpreting complex information and highlighting key points.\u003c\/div\u003e\n\u003cdiv class=\"p-rich_text_section\"\u003e\n\u003cspan data-stringify-type=\"paragraph-break\" class=\"c-mrkdwn__br\" aria-label=\"\"\u003e\u003c\/span\u003e\u003cbr\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"p-rich_text_section\"\u003e\n\u003cspan data-stringify-type=\"paragraph-break\" class=\"c-mrkdwn__br\" aria-label=\"\"\u003e\u003c\/span\u003e\u003cb data-stringify-type=\"bold\"\u003eWhat You’ll Learn:\u003c\/b\u003e\n\u003c\/div\u003e\n\u003cul data-border=\"0\" data-indent=\"0\" class=\"p-rich_text_list p-rich_text_list__bullet\" data-stringify-type=\"unordered-list\"\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eThe time-tested framework for an effective data story\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eReal-world examples you can apply\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eCommon pitfalls in data storytelling\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eKeys to turning metrics into meaning\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eStrategies for when data is lacking\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eHow to use the storytelling to drive change\u003c\/li\u003e\n\u003cli data-stringify-border=\"0\" data-stringify-indent=\"0\"\u003eA proven step-by-step story development process\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c!----\u003e","brand":"Nonprofit","offers":[{"title":"Self‑Paced | On‑Demand Recording","offer_id":50558617715005,"sku":"4741992","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/Presenting_Effective_Data_Storytelling_29618bc6-5fee-410e-8b5e-342659bb58f8.jpg?v=1744343868"},{"product_id":"nonprofit-operating-outlook-a-year-of-opportunity-and-challenge","title":"Nonprofit Operating Outlook: A Year of Opportunity and Challenge","description":"\u003cdiv class=\"SCXW73953860 BCX0\"\u003e\n\u003cdiv class=\"OutlineElement Ltr SCXW73953860 BCX0\"\u003e\n\u003cp\u003eFor nonprofits slow economic growth and lower inflation, but not reduced prices, are likely to continue. Nonprofit budgets will remain tight, and donors will continue to be cautious about choosing the nonprofits they support. For the budget-strapped nonprofit, a softening job market may provide a chance to attract the talent it needs. In this economic climate the demand for nonprofit services is expected to continue to increase. For nonprofits around the country, it sounds like business as usual. The well-managed, cost-conscious nonprofit will still have opportunities, but it must remain vigilant against unanticipated local and national developments that could undermine its mission.\u003c\/p\u003e\n\u003cp\u003e There are five key areas nonprofit management will need to focus on: organization sustainability, management goals, talent acquisition, securing funding sources, and leveraging technology. \u003cstrong\u003eBrad Lebowsky\u003c\/strong\u003e,\u003cstrong\u003e \u003c\/strong\u003ea veteran nonprofit industry consultant with over 25 years of experience, will examine each of these areas in detail, explain the developments that affect each, and offer innovative approaches to resource management and how to enhance organizational resilience in a rapidly changing environment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat You’ll Learn:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYour organization's long-term sustainability \u003c\/li\u003e\n\u003cli\u003eManagement's important goals\u003c\/li\u003e\n\u003cli\u003eAttracting new talent as effectively as possible\u003c\/li\u003e\n\u003cli\u003eHow to attract new funding sources and increase the commitment of your current donors\u003c\/li\u003e\n\u003cli\u003eLeveraging technology to improve service delivery and control rising operating costs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"SCXW73953860 BCX0\"\u003e\n\u003cdiv class=\"ListContainerWrapper SCXW73953860 BCX0\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Nonprofit","offers":[{"title":"Self‑Paced | On‑Demand Recording","offer_id":50558617223485,"sku":"4716080","price":150.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0894\/8760\/6077\/files\/2025NonprofitOperatingOutlookAYearofOpportunityandChallenge_2.jpg?v=1747889420"}],"url":"https:\/\/www.careerlearning.com\/collections\/nonprofit-budgeting-finance-reporting-courses.oembed","provider":"CareerLearning","version":"1.0","type":"link"}