Register now using our workshop registration form (requires Acrobat Reader ) or contact NY@nffusa.org .
LINKING MONEY TO MISSION – ACCESSING AND MANAGING CREDIT
This half-day workshop is designed
for executive directors and other senior staff. It will provide participants with the opportunity to learn in detail:
(1) how an organization is assessed for credit-worthiness, (2) how to use financial information to communicate
the organization’s financial needs and repayment strategies to creditors, (3) how to manage credit effectively.
Participants will engage in interactive dialogue and exercises about incorporating current and long-term
financial goals into financing strategies. Topics covered include:
This half-day workshop is designedfor executive directors and other senior staff. It will provide participants with the opportunity to learn in detail:(1) how an organization is assessed for credit-worthiness, (2) how to use financial information to communicatethe organization’s financial needs and repayment strategies to creditors, (3) how to manage credit effectively. Participants will engage in interactive dialogue and exercises about incorporating current and long-termfinancial goals into financing strategies. Topics covered include:
- Establishing realistic financial goals given your mission
- Best practices for formulating a loan request: communicating your financial situation objectives, financing needs and repayment strategies
- Tips for surviving the loan closing process
- Managing your credit and relationships with creditors effectively
Dates and locations:
Please check back for dates of future workshops.
LINKING MONEY TO MISSION: A BALANCING ACT
Learn to balance your organization's mission with its financial realities. Plan for an in-depth and dynamic discussion of your organization's capital situation, its plans for the future, and the best path to achieve your long-term goals. NFF will:
- Give you a crash course on interpreting your financial statements to reveal the financial reality underpinning your programs
- Engage in dialogue about the challenges posed by growth, endowments, property ownership, and much more
- Use real-life case studies, with financial information drawn from IRS Form 990s and audits, to demonstrate how the choices you make impact your organization's financial health and viability
- Discuss the use of financial information in communicating to funders and other stakeholders your organization's financial story and resource needs
Dates and locations:
Please check back for dates of future workshops.
