Wednesday, October 25, 2023
12:00PM – 1:00PM PT
Online via Zoom – This event will be recorded
For many nonprofits, budget-building season is the least favorite time of the year. It doesn’t have to be! Join us to learn how to make your budget season a collaborative process that engages leaders at all levels of your organization. During this session we’ll share tips for a successful budget process, and why “break-even” budgets are the wrong approach for nonprofits wanting to build sustainability and communicate strategic goals.
1. Introduce and define different types of budgets.
2. Provide an overview of the budget process.
3. Share the importance of using the budget as a management tool.
4. Introduce the concept of surplus budgeting.
Who Should Attend
Individuals who are new to managing or providing financial services for nonprofit organizations, or would like a refresher on budget types are encouraged to attend.
Captioning: We will have automated captioning enabled.
Interpretation: Please indicate during registration if you have an interpretation request. Typically, we need at least two weeks in order to schedule an interpreter.
Visual Descriptions: Presenters will include visual descriptions of themselves and the slides to give a person who is low-vision, blind, or calling in without video a sense of space and place.
If you have additional accessibility requests, please let us know when you register.
About the Speakers
Dan Tritch is a Director with YPTC and has dedicated the majority of his career to nonprofits because he believes deeply in the power of people to impact their communities. His expertise includes grant accounting, month-end closings, and the creation and interpretation of financial reports.
Donna Melville is a manager at YPTC. She has over 30 years experience including time as an auditor for KPMG Australia . She has also served as the CFO of a behavioral health agency in Washington state and the Director of Financial Planning and Analysis with a social services agency that operates across Washington, Idaho and Oregon.