We offer workshops on strategic financial and facilities management throughout Northern California – from Tulare County to the Oregon Border.

The Strategic Dual-Bottom-Line Nonprofit:

This workshop introduces the Money-Mission Pyramid: the three organizational components and roles required for a nonprofit to align its money to its mission. We will illustrate the interconnectedness of the three components and show the flow of information necessary to deploy nonprofit resources strategically.

Budget Monitoring:

The Budget Monitoring workshop gives participants a working knowledge of the income statement, the balance sheet, and various special monitoring reports. The workshop begins with a primer on the most common financial statements and how to use them. The rest of the workshop is hands-on practice: participants work with model financial statements to answer questions and make financial decisions common in nonprofit organizations.

Leasing Primer:

The Leasing Primer is geared towards organizations who are planning to lease a space. Participants will learn: how to analyze what you can and can’t afford, how to figure out how much and what kind of space you really need, how to find available spaces, how to compare properties, how to negotiate a deal, and what all the leasing terms mean.

New Market Tax Credit Workshop:

How Nonprofits Use NMTC to Fill Financing Gaps for Facilities:

New Market Tax Credits (NMTC) is a financing option for facility development that can leverage grants and the value of donated property to generate additional equity. This workshop will outline how NMTC financing works and how to determine the financial benefit of NMTCs on your facility project and organization.  The workshop is a great choice for nonprofits who need to renovate existing facilities or fill the final funding gap in their facility development budget.

Nonprofit Facility Decisions:

Nonprofit organizations are very good at what they do, but, for most, real estate is not what they do. The size, design, and location of a facility all help to support the organizations programs which, in turn, support its mission. This workshop will provide you with tools to help you find, finance, and maintain a facility that will fit you mission and your means.

Workshop Schedule