Financial Literacy 101: Making your finances work for your child bereavement program

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January 13, 2022| 2:00 p.m. Eastern | 11:00 a.m. Pacific (1 hour)
Members Only Webinar

Presentation Description

This workshop will walk you through the fundamentals of how to read and analyze critical financial statements for your organization. No matter your size or role at an organization, it is important to understand where your funding is coming from and where it goes. Presenters will walk through key metrics starting with a chart of accounts and explain balance statements, profit & loss and cash flow. They will give you tips on how to create a dashboard that will wow your board and educate your staff. Finally, they will talk about how to create a budget, especially during these uncertain financial times. This workshop will be useful for the new Executive Director/founder to program directors to administrative staff and everyone in between.

About the Presenters

Liz Cohen has held various leadership positions in her more than 20 years working in non-profits. Currently, she is the Executive Director of The Children’s Room, responsible for their growthLiz Cohen strategy, budget planning and overall staff and board management. Before joining The Children's Room, Liz served as a Senior Development Officer for Jewish Family & Children’s Services (JF&CS) supporting programs for older adults and adults with disabilities; she also helped launch a planned giving program. Prior to joining JF&CS, Liz was the Executive Director for Families First Parenting Programs, where she grew the budget by 30%, rebuilt the board of directors, and led strategic planning and reorganization efforts. Under her leadership, the organization was selected as an investee for Social Venture Partners. Past positions include leading professional training programs at Planned Parenthood League of Massachusetts, working on health-based national education outreach campaigns at WGBH Educational Foundation, and serving as Executive Director of Rape Crisis Services of Greater Lowell (now known as Center for Hope and Healing). Liz completed a Master’s of Public Health at Boston University School of Public Health where she also developed and taught a course on Sexual Violence with Dr. Elaine Alpert for several years. In 2018, she received a Distinguished Alumni Award from BUSPH. She did her undergraduate work in clinical psychology and child development at Tufts University.

Brian Kindorf is the Founder and Managing Director of NPCM. Brian has dedicated his career to helping non-profits with budgeting, bookkeeping, tax, audit preparation, and strategic planning. He is a Certified Public Brian Accountant, as well as a Chartered Global Management Accountant. He is a graduate of Bentley University and the University of Massachusetts, Boston.