Financial Forecasting for Executive Directors

with Neal Mizushima, Nonprofit Association of Washington and Mike Travis, CPA

This session is a partnership with Mike Travis. Mike is one of our board members at NAWA and is an accountant in Spokane who primarily serves nonprofit organizations. He has helped our organization grow immensely in our understanding of key financial activities, policies, and actions. One area that executive directors often need more help in is around financial forecasting. These recent challenging times for nonprofits have shown how important it is for organizations to have contingency plans and to have had some preparation for challenges.

The primary learning goals for this session would be:

Understand how to use financial data for strategic decision-making

Learn key financial indicators and what they reveal about organizational health

Know how to engage boards and staff in financial discussions

Gain confidence in leading financial planning, budgeting, and forecasting