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Webinar Series: Financial Leadership Tips and Tools from Montana Nonprofit Association

January 23 @ 1:00 pm - 2:00 pm

The WVNPA has partnered with the Montana Nonprofit Association to offer some of their programming to our members for a discount. WVNPA Members only pay $50 per webinar or $200 for the entire six webinar series – that’s half price! Email for the discount code.

*NOTE: This webinar series takes place from 1:00 – 2:00 PM EST on each date. (The 11:00 AM – 12:00 PM time is MST)

Six 60-minute webinars, Thursdays, January 23 – February 27, 2020.

WVNPA Members: $50/session or $200/entire six session series
Nonmembers: $100/session or $400/entire six session series


Join MNA for a six week webinar series uncovering best practices and easy shifts to enhance your financial savvy and organizational efficiency. Register for the entire series and coaching or select sessions that meet your needs. Each session includes a downloadable and customizable Excel template, with instructions for long-term use, to streamline reporting and analysis in your organization.  If you would like to work with MNA to customize your template and provide guidance during adoption and implementation at your organization, select the “Series + Coaching” option for personalized support.

Who Should Attend: Nonprofit leadership teams, financial officers, accountants, multi-hat nonprofit staffer.

All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials. MNA is committed to making our online courses as accessible as possible to all learners. Please contact us with any concerns or requests.


  • Ratio Analysis | Thursday, January 23, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives:

  1. Understand which key financial ratios are important for monitoring financial health of an organization
  2. Calculate key financial ratios from financial statements
  3. Communicate to employees and stakeholders what each key financial ratio means and what it means for the health of the organization.

Topics Covered:

  • Financial Stability
  • Financial Liquidity
  • Operational Performance
  • Efficiency
  • Margins

+ Downloadable Template: MNA Ratio Analysis Template

  • Budget Performance | Thursday, January 30, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives:

  1. Understand the importance of comparing organizational budget to actual financial performance.
  2. Report monthly and year-to-date (YTD) financial performance as compared to budget.
  3. Identify and analyze variances between actual and budgeted financial performance.

Topics Covered:

  • Budget Building Basics
  • Uploading and Downloading Reports out of Accounting System (e.g. QuickBooks)
  • Monthly and YTD Variance Analysis

+ Downloadable Template: MNA Budget Performance Template

  • Cost/Benefit Analysis | Thursday, February 6, 23, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives: (by the end of this session, participants will be able to)

  1. Understand the importance of analyzing full costs and full benefits of a project/program before initiating.
  2. Identify and analyze the full costs and full benefits of a proposed project/program.
  3. Understand the importance of the time value of money in considering a project’s proposed costs and benefits.

Topics Covered:

  • Calculating Project/Program Costs
  • Calculating Financial Value of Project/Program Benefits
  • Analyzing using Time Value of Money

+ Downloadable Template: MNA Cost/Benefit Analysis Template

  • Revenue Projection Analysis | Thursday, February 13, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives:

  1. Identify an organization’s major revenue sources.
  2. Identify and analyze the probability/likelihood and timing of receiving each source of revenue.
  3. Summarize the timing and probabilities of revenue to be received by the organization.

Topics Covered:

  • Revenue Sources
  • Probabilities and Risk
  • Planning for Variances in Revenue

+ Downloadable Template: MNA Revenue Projection Analysis Template

  • Cash Flow Projection | Thursday, February 20, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives:

  1. Identify an organization’s major sources of cash flow.
  2. Identify and analyze the timing of receiving cash flows.
  3. Identify and analyze net cash flow by comparing cash received to estimated cash expenses.

Topics Covered:

  • Differentiating Revenue from Cash
  • Projecting Cash Flow
  • Identifying Net Cash Flows

+ Downloadable Template: MNA Cash Flow Projection Analysis Template

  • General Excel Tips and Tricks | Thursday, February 27, 2020 – 1:00 PM – 2:00 PM EST

Learning Objectives:

  1. Better navigate and use Microsoft Excel
  2. Use essential Excel formulas for data summation and analysis
  3. Create a basic PivotTable for data analysis

Topics Covered:

  • General Navigation Shortcuts
  • Essential Formulas for Data Manipulation and Analysis
  • Basic PivotTables

+ Downloadable Template: MNA’s Excel Tip Sheet

REGISTER HERE (WVNPA Members: Don’t forget to email for the discount code!)


January 23
1:00 pm - 2:00 pm
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