Trainings

Assessing the Financial Health of Your Nonprofit Organization

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In a constantly shifting nonprofit landscape, financial stability is on the forefront of everyone’s mind. Join Propel Nonprofits for a workshop designed to help nonprofit leaders assess their organization’s financial health.

This session will guide you through 10 key indicators of financial health, blending both financial metrics and leadership practices that contribute to long-term sustainability. You’ll learn how to:

  • Analyze financial trends and ratios to understand your organization’s fiscal trajectory
  • Use cash flow projections and operating reserves to plan for uncertainty
  • Review budget-to-actual reports to make informed decisions
  • Engage your board and finance committee in meaningful financial oversight
  • Align your strategic plan and succession planning with financial realities

Whether you’re a seasoned executive director, a board member, or new to a nonprofit finance role, this workshop offers tools, examples, and templates to help you move from financial uncertainty to financial strategy.

Who Should Attend:

  • Executive Directors
  • Finance Staff
  • Board Members (especially Treasurers)

What You’ll Gain:

  • A framework for evaluating your nonprofit’s financial health
  • Tools to communicate financial information clearly and confidently
  • Insights into building a resilient, mission-aligned financial strategy

This workshop will have closed captioning available through the online service Otter.ai.com.

Propel workshops are not recorded.

All Propel trainings are listed in central standard time.

Registration and Cancellation

Registration

Registration is on a first-come, first-served basis. Your space is guaranteed upon receipt of the registration fee. Online payment is made using the registration link associated with your selected workshop. Registration fees may also be paid by check. Make checks payable to Propel Nonprofits. Checks must be received prior to event to complete registration and guarantee space.

Registrations canceled prior to the start of a workshop receive a full refund or credit transferable for you or another person to attend a future scheduled workshop. No refunds or credits will be granted for no-shows. To cancel or adjust reservations prior to the event contact training@propelnonprofits.org.

Cancellation Policy

Registrations cancelled prior to the start of the training will receive a full refund.  After the training begins, no refunds or credits will be granted.  If paying by check, payment must be received prior to event to complete registration and guarantee space.  To cancel or adjust reservations prior to the event, contact  training@propelnonprofits.org.

Accommodations

Accessibility

If you have accessibility needs in order to participate fully in a training, please reach out to training@propelnonprofits.org.

Group Registration

If you are interested in registering more than four members of your organization for the same public training, please contact our team at  training@propelnonprofits.org. to discuss availability and options.

Topics
Types
Locations
Cost
$70
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Trainers

Allison Wagstrom

Allison is a change leadership, operations, and financial expert with 20+ years of experience in the Minneapolis community. She is a relationship builder who helps leaders achieve their goals through non-traditional capital markets, engaging trainings, and transformative technical assistance. Allison is committed to empowering future industry leaders through various professional development opportunities.

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Sarah Bauer Jackson

Sarah has a long history of working with nonprofits in Minnesota. For the past 20 years she has served in various roles including executive director, program director, treasurer, and board member. She is passionate about advancing nonprofits’ mission-centered work, and helping nonprofit leaders understand and manage their finances.

Read Bio
Topics
Types
Locations
Cost
$70
Share

Trainers

Allison Wagstrom

Allison is a change leadership, operations, and financial expert with 20+ years of experience in the Minneapolis community. She is a relationship builder who helps leaders achieve their goals through non-traditional capital markets, engaging trainings, and transformative technical assistance. Allison is committed to empowering future industry leaders through various professional development opportunities.

Read Bio
Sarah Bauer Jackson

Sarah has a long history of working with nonprofits in Minnesota. For the past 20 years she has served in various roles including executive director, program director, treasurer, and board member. She is passionate about advancing nonprofits’ mission-centered work, and helping nonprofit leaders understand and manage their finances.

Read Bio
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