Beginning in Spring 2020, I presented in several webinars on financial management and real estate readiness. Here are three of the webinars:
Stability Amidst Uncertainty Webinar
Recording: Here
Regardless of sector or budget size, many organizations and businesses are grappling with financial uncertainty. Hear directly from three nonprofit finance leaders about how they are approaching the development of financial projections and planning tools for their organizations. Originally recorded on April 30, 2020.
SF Controller's Office Financial Management 201 Webinar
Recording: Here
Part of the series: Financial Management: Short, Mid, and Long-Term Planning during COVID
The COVID-19 crisis has created challenging ripple effects everywhere, including in nonprofit financial management. As organizations grapple with remaining viable, or perhaps pivoting to provide essential services, several unexpected changes are impacting nonprofits’ abilities to create a sense of financial sustainability. Some non-finance staff have had to step into a financial role, and others are putting together detailed financial models only to have them made irrelevant by that evening’s news. And some organizations are dealing with existential questions related to hibernation or cessation of services. This three-part series of financial management webinars by Community Vision’s Consulting team will present new tools for navigating the complex financial issues that all nonprofit are facing in 2020 and beyond. Originally recorded June 4, 2020.
Specifically in session 2: Community Vision’s consulting team will expand upon the budgeting and planning concepts discussed in Financial Management 101. We will discuss ways to leverage the budgeting process for additional insights, including implementing a quarterly budget with pre-determined pivot points. We will continue working with the Financial Decision-Making Roadmap and move participants from the cash and liquidity indicators into mid-term planning tools to help chart a path forward through the next fiscal year of unknowns. We will introduce the Revenue Risk Calculator and the Scenario Planner, and walk attendees through using these tools in their own organizations. This webinar is great for nonprofit finance staff and board members who are facing major operational changes and would like assistance designing a methodical process of evaluating options. Participants will leave with new tools to guide them in their daily decision-making.
Nonprofit Real Estate Readiness Webinar Series: Session 3
Deeper Dive: Path to Nonprofit Ownership
Recording: Here
This is part of a series designed for community organizations who are considering, or are embarking on a facility project. In this series you will learn how to assess your organization’s financial readiness, whether you should pursue leasing or buying, and how to get on the path to facility ownership. These webinars are ideal for executive directors, senior managers, and board members who are looking for real estate solutions for their organization. Originally recorded on October 8, 2020.
Specifically Session 3 covers:
– How to get ready to buy
– The real estate development process and timeline
– Financing options and strategies (putting together your capital stack)
– Legal structures for shared ownership
– Best practices for assembling your development and governance teams: who helps and makes decisions and when
– Asset management and responsibilities of ownership
Preparing for a Community Real Estate Project: From Vision to Implementation
Community-based organizations and small businesses are always looking to develop or improve their current spaces, but is your organization really ready to move forward?
In this free webinar with the @San Francisco Chapter of the National Organization of Minority Architects (SFNOMA) and @Community Vision, you’ll learn about preparing for a real estate project that centers your mission.
March 25, 2021
Nonprofit Financial Management: Budgeting & Pivoting for Mid-Term Planning
Recording: https://ncclf.app.box.com/s/i3irtnrq78tjinte5qg5yw8bg60aawwu
Join Community Vision for this free three-part series where you will learn tools for navigating complex financial challenges. This series is great for Executive Directors, board members, and finance staff who have gained new financial management responsibilities, as well as seasoned finance staff who are interested in thought partnership around managing the short-term cash needs of their organizations. Participants will leave with new tools to guide them in their daily decision-making.
This webinar series is presented in partnership with the San Francisco Controller's Office.
Nonprofit Financial Management: Budgeting & Pivoting for Mid-Term Planning
In this webinar, we will cover budgeting processes and helpful tools to support your organization’s mid-term financial planning. We will provide a brief review of basic budgeting and planning concepts discussed in the previous webinar in the series, Financial Concepts & Cash Indicators for Short-Term Planning.
You will learn about:
- How budgeting processes can support your organization’s planning with creative insights for pivot points;
- Part two of the Financial Decision-Making Roadmap, a financial decision-making tool;
- Mid-term planning tools to help chart a path forward through the next fiscal year of unknowns; and
- The Revenue Risk Calculator and the Scenario Planner, and how attendees can use these tools in their own organizations.
While attending Financial Concepts & Cash Indicators for Short-Term Planning is not a prerequisite, it is recommended.
Presenters:
- Kshama Kanakoor, Financial Management Consultant, Community Vision
- Amanda Bornstein, Real Estate Consultant, Community Vision
May 20, 2021
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