This workshop focuses on key concepts and best practices in financial performance management. We’ll explore the types of financial reports that should be generated and discuss how to identify and analyze key information contained in the reports. We will also introduce the concept of dashboard reporting and explore strategies for improved communication across functions with the goal of building a “team around the numbers” focused on financial results.
Content Type: Tools & Templates
This workshop will focus on best practices in developing and implementing financial policies and procedures with the goal of strengthening internal controls. The session will also explore how to bolster both internal controls and efficiency through the use of key technology systems.
This workshop helps participants better understand their organization’s financial health and trends through an orientation to financial statements, as well as an introduction to key metrics to measure financial health.
NFF share their insights for quickly understanding financial health and performance using nonprofit financials, including how donor-restricted funding may obscure the overall picture. The second part of the session digs into why capital structure matters and what a healthy balance sheet should look like for your growth-minded nonprofit.
This session is designed to equip you to evaluate the viability of each strategy as if you were your own consultant: grants, major gifts, corporate sponsorships, events, and annual giving. You will consider each strategy through a matrix that ranks: sustainability, return on investment, return horizon, scalability, and needed infrastructure.
This session will begin with an introduction to the marketing funnel as a framework for building your customer pipeline and managing towards sales goals.
Interested in learning how to drive growth for your organization? Join Simon-Kucher, the world’s leading pricing and growth specialist, as they provide an overview of pricing basics, why it should be a forefront topic, and when you should conduct a project. Juma also joined for r a live case study on their engagement with Simon-Kucher and the impact that was unlocked.
This session will begin with an introduction to the marketing funnel as a framework for building your customer pipeline and managing towards sales goals.
You will learn about the importance of customer segmentation and the 3 different categories of value proposition. You will even have a chance to draft your own value proposition for a core customer group. Together, we will then identify the most important customer assumptions to test, which is a foundation for the later courses on promotions, sales channels, and pricing.
Get a refresh on (or an introduction to) using the business model canvas to envision a future-state business and then testing the critical assumptions that underpin your ability to achieve that future state. The session will focus on filling in a business model canvas and identifying the most critical underlying assumptions and exploring the concept of lean experimentation.