Financial Planning, Reporting, and Budgeting — Monday, November 13th from 10 - 11:30 am
Join COO for a conversation about financial planning and how organizations are using budgeting, forecasting and long-range planning to support their visionary work. We’ll look at these questions and more:
How do we plan while the future is uncertain?
How do I decide who should be driving the planning process and who should be participating?
How do I talk with my board when my budget isn’t breaking-even?
We’ll hear stories from organizations that have used planning as a means of aligning the board around strategic priorities, how organizations have used financial planning to get clear about their goals and values, and the wins and challenges they encountered along the way.
We’ll also look at how to use tools and metrics to make planning easier and keep our organizations accountable to our intentions and goals.
When: Monday, November 13 from 10 - 11:30 am
Where: Zoom
Cost: FREE
Please email May Xie at may@cascadiaconsulting.com with any questions.
About the trainers:
Amy Michael (she/her) is an experienced nonprofit CFO, consultant, teacher and trained coach. She partners with leaders and organizations in building sustainable, healthy organizations that do great work and value the people who do it. As a white, cis-gendered woman in the finance and accounting field, she recognizes the space of privilege she operates from and how money and finance are a critical component in maintaining structures of oppression and white supremacy. She believes that when we are able to move in and out of these oppressive financial systems with increased confidence and knowledge of how the systems work, we begin to break down the exclusiveness of these systems. She approaches her work through a framework of anti-racism, equity and inclusion.
Jaimée Marsh (they/them) specializes in community organizing, organizational capacity building, and social identity development. For over 15 years, they applied this skill set to build community, shift power to youth, and drive policy change with queer and trans people of color. Jaimée is an alum of the University of Michigan and University of Washington Schools of Social Work where they deepened their passion for cultivating and curating creative spaces that center radical joy and healing, as well as fostering sustained partnerships between school systems and the community at large. Currently, Jaimée serves as Executive Director of FEEST, a community based organization that centers BIPoC youth from South Seattle and South King County as leaders in transforming food systems and health equity in their schools. In their personal life, Jaimée is a cheese enthusiast who loves traveling and cooking at home.