On-Demand Webinars

Putting the strength of financial storytelling together with the emotional impact of your mission builds confidence at every level. From financial statements and reporting to dashboards, KPIs and integrations, this webinar explores the impact of financial storytelling for all stakeholders. Detailing what each stakeholder needs to support their involvement with your nonprofit, now and for years to come.

Dashboard Dynamics, Creating & Perfecting Insightful Dashboards, highlights data needed to generate nonprofit metrics, popular visuals for those metrics, and the technology behind putting it all together in customized dashboards for each decision-maker. Dashboard examples by role/job function, organization type, and different funding types.

With the growing popularity of donor advised funds (DAF), there is a need to not only identify potential DAF donors, but also provide the financial management needed to satisfy donor reporting & endowment transparency. Register for the on-demand webinar,  Follow DAF Donors & Dollars.

AccuFund, Debit Card Network, Pacific Mercantile Bank, and NAORP (National Association of Organizational Representative Payees) teamed up to offer the Representative Payee community a behind-the-scenes look at ways you can improve efficiencies to do more, be more and serve more.

Functional Expense Reporting provides donors, funders and the general public with meaningful information about the types of programs and activities carried out by an organization.  This webinar provides a behind-the-scenes look at Functional Expense Reporting - what it takes to do it well and how it helps position your organization for ongoing success.

With the date for the implementation of the new FASB nonprofit accounting guidelines fast approaching, nonprofits should be doing all they can to inform themselves about the implications for recording, reporting, and planning. This special four-part Nonprofit Quarterly series with FMA’s Hilda Polanco and Gina McDonald (lead consultant at FMA) provides financial and administrative staff as well as board members with a heads up about the most critical aspects of the changes you will need to make. October 31, 2017

Nonprofit Quarterly, along with Hilda Polanco of FMA, and two nonprofits share their dashboards, discussing the rationales behind what they track, the tools they use to construct the graphics, and the ways their dashboard is used to guide conversations and reporting to various internal and external stakeholders. The guests who will share their organizational experiences are: Christa Gannon, Executive Director and Founder, Fresh Lifelines for Youth Jenny Ocon, Executive Director, UpValley Family Services. September 28, 2017.

For the first time since 1993, the financial reporting standards for nonprofit organizations are being updated with the goal of improving the communication of financial results to donors and other outside stakeholders. In this webinar, FMA’s Hilda Polanco will discuss key changes in reporting requirements. The key questions for all of us are: Practically speaking, what do these changes mean for your nonprofit? And as the implementation deadline approaches, are your leadership and board ready? June 28, 2017.

Whether your nonprofit is like an intimate family, or like an enormous well-oiled machine, fraud can occur and when it happens it can damage your reputation, relationships with funders, and staff morale. In other words, you can’t afford it. Hilda Polanco of Fiscal Management Associates leads the discussion. March 14, 2017.

This webinar mixes financial management with organizational development concepts. What key financial data is needed for various key members of your nonprofit organization to function at optimal levels? The answer depends very much upon the outcomes you want and how your general structure works, but you should never feel constrained by tradition, because the right access to data can create excellence where less than impressive results were the norm. Presented by Ruth McCambridge, Editor-in-Chief of Nonprofit Quarterly and Hilda Polanco of Fiscal Management Associates (FMA). November 30, 2016.

The failure of funders to cover full costs, and of nonprofits to understand and be clear about what they are, has produced a cycle of distrust between nonprofits and funders and resulted in a sector-wide discussion and debate around the issue of overhead. Ultimately, the lack of full funding puts program delivery to communities at risk. Presented by Ruth McCambridge, Editor-in-Chief of NPQ and Claire Knowlton, Director in Advisory Services at the Nonprofit Finance Fund (NFF). September 20, 2016.

This webinar will present a conceptual review to help nonprofit executives' understanding of the issue, frame overhead costs and how it's related to funding and mission. Presented by Ruth McCambridge, Editor-in-Chief of NPQ and Claire Knowlton, Director in Advisory Services at the Nonprofit Finance Fund (NFF). Claire works with funders, nonprofits and partners to improve the financial health of the social sector in Los Angeles and Southern California. April 18, 2016.

A well designed dashboard is like a good sheep dog. It helps to keep conversations with boards, staff and funders on point and attentive to the right organizational indicators, but many organizations struggle with how a good dashboard is developed and constructed. How is it related to your specific enterprise model? What should be measured? How should it be portrayed? Presented by Ruth McCambridge, Editor-in-Chief of Nonprofit Quarterly and Hilda Polanco of Fiscal Management Associates (FMA). March 7, 2016