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On-Demand Series

[2-Part Series] How To Build Your Budget In Excel

Sean Hale
[2-Part Series] How To Build Your Budget In Excel
FormatSelf-Paced | On-Demand
Sessions2
Per session90 Minutes
Attendance CertificateIncluded

Is Your Budget in Excel? Get the Skills, Strategies, and Templates You Need 📊

Whether 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.

As 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.

Nonprofit budgeting expert Sean Hale will show you how to use Excel to make a fiscal plan. You will learn transformative budgeting strategies and essential spreadsheet skills.

What You'll Learn

  • Budget Strategy And Foundation
  • Excel Budget Building Skills
What We'll Cover

Course Outline

How To Build Your Budget In Excel

Webinar 1: Budget Strategy And Foundation

  • Board and staff roles
  • Budget purposes
  • Frugal vs. cheap
  • Handling uncertainty
  • Reserve funds
  • Cost of living adjustments
  • If/then scenarios
  • Unbudgeted situations

Webinar 2: Excel Budget Building Skills

  • Very basic budget
  • Three budget templates
  • Selecting the best budget format for your organization
  • Budgeting by program
  • Budgeting by month
  • Fundamental Excel skills

Meet the Expert

Sean Hale

Sean Hale

“Behind every successful nonprofit you’ll find a strong back office,” asserts Sean Hale. He has served a variety of nonprofits professionally since 1999. Most recently, as Mission Capital’s Chief Financial and Operations Officer, he made improvements that reduced waste, generated new revenue, boosted staff productivity and morale, grew financial transparency, and shrank risk. Over his career, he’s helped boards and management to navigate complex situations and consistently left the organizations stronger and ready for their next stage of growth. Today he is the founder of Sean Hale Consulting, a 7-person team that helps small and medium-sized nonprofits ensure they have strong, effective administration. Over the years he has served on a variety of boards. He currently volunteers as an officer in two: the Austin Nonprofit and Financial Leadership Group and the League for Nonprofit Human Capital. Sean holds a Master’s Degree and Certificate in Nonprofit Management from the University of Texas at Austin.

Who Should Attend?

  • Anyone who handles budgets and data
  • Budget managers
  • Nonprofit chief executives
  • Executive directors
  • Board members
  • Board treasurers
  • Board chairs/presidents
  • Senior management
  • Financial staff
  • Fundraising staff
  • Marketing staff
  • Development staff
  • Consultants
  • Legal counsel
  • Program directors
  • Grant managers

Training Includes

The [2-Part Series] How To Build Your Budget In Excel course includes the following:

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

Class Experience

Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

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$345.00
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