Loading Events

« All Events

  • This event has passed.

NEW DATE: Virtual Financial Reporting Workshop

June 23, 2020 @ 10:00 am - 11:30 am

New Date: June 23, 2020

Virtual Financial Reporting Workshop with Wade Rogers


            WHERE:  Zoom Virtual Meetings 

                             (links will be emailed upon registration)                 

            COST:      Free of charge, registration required

            TIME:      10:00 a.m. – 11:30 a.m. 

As a capacity building foundation, AMY Wellness Foundation, is committed to not only providing financial support but are also committed to empowering nonprofits through other avenues. Through a partnership with WNC Nonprofit Pathways we are excited to host a Financial workshop to organizations interested expanding their knowledge base to enable them to work at their highest capacity in the most sustainable way.

When applying for support from any funding source, it is vital to be able to reflect accurate and concise financial information. This workshop will help to demystify nonprofit financial reports through an overview of basic financial statements and how to interpret the information they present. Best practices for internal financial reporting such as Board reporting packages, dashboards, and basic financial analyses will be presented. Finally, the course will cover the basics of the IRS Form 990 and the wealth of information it includes.

Topics covered will include:

  • Financial Reporting: Elements, uses, and users including understanding balance sheet and income statements
  • Internal Financial Reporting Practices:
    • Board Reporting Packages
    • Budgets
    • Dashboards
    • Cash Flow Planning
  • External Financial Reporting
    • Reports to Funders
    • Reports to Constituents (Annual Reports)
    • Audited Financial Statements
    • IRS Form 990

Register Now


June 23, 2020
10:00 am - 11:30 am