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Fun with Financials Training 2018

Have you ever said, “I’m not really a numbers person”? Or felt that you didn’t know where to begin asking questions about finances because “you don’t know what you don’t know”? If you were to be audited tomorrow, are you confident that you are in compliance with IRS rules and can withstand the scrutiny?

Whether you’re a new E.D. or a veteran or a board member wanting to play your role responsibly, Fun with Financials Training is designed for you. Get the practical and tactical information you need in language you can actually understand.

The goal of this training is to demystify financial information and focus on what you need to know to make informed decisions and build financial health.


This training is open to organizations with budgets between $350,000 and $3M. This highly interactive training will cover:

Building Financial Health

  • How to understand financial statements (balance sheet, income statement, and budget) using your organization’s own reports
  • Using financial reports to analyze the current financial health of the organization
  • Creating dashboards to monitor financial health

Being Audit Ready All Year Long

  • What kinds of records do you need to keep and for how long
  • Best practices for internal checks and balances

Developing Budgets & Contingency Plans

  • Planning your budgets to grow and use reserves
  • How to budget in times of uncertainty
  • Involving staff in the budget process
  • What to report to funders

Plus flexibility to cover some topics that YOU choose!

You will also receive a packet of resources and materials to help you take the lessons back to your organization. At the end of the training, there will be opportunities to sign up for one-on-one assistance with Fun with Financials

This training is free to grantees of the Andrus Family Fund, Brooklyn Community Foundation, Cricket Island Foundation, Daphne Foundation, Korean American Community Foundation, Mertz Gilmore Foundation, New York Foundation, New York Women's Foundation, NYC Fund for Girls and Young Women of Color, North Star Fund, Robert Sterling Clark Foundation, Scherman Foundation, and Stonewall Community Foundation.


Dates & Times: Thursday, October 11th from 10am - 4pm

Location: Midtown

This training will be conducted by Julie Funke and Carol Cantwell of Fun with Financials, a consulting practice dedicated to building the financial health of the social justice sector. Fun with Financials’ mission is to demystify financial information so that it can be used to make informed decisions.

Carol is also a consultant with RoadMap, a national team of capacity builders dedicated to advancing the power and promise of social justice organizations. In her work with social justice nonprofits, Carol helps to build strong financial systems that
can be maintained over time. Julie has a true passion for using her strengths in finance, compliance and management to support the social justice movement. Julie works to help her clients think about the finances as a key tool to plan strategically and sustainably for their organizations.


Thursday, September 27, 2018. Space is limited. Applicants will be notified of acceptance by October 5th.