Finance 101

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When

Thursday, March 20, 2025 9:00AM - 3:00PM PDT

Where

The Nonprofit Partnership

4900 E. Conant Street, Building O2
Long Beach, California
90808

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Event Registration

Ticket Type Price
Early Bird Member Rate (2/20/25)
$120
Early Bird Regular Rate (2/20/25)
$170
TNP Member Rate
$140
Regular Rate
$195
LACDAC Grantee- (No Payment Due--Please Select Payment Method "Cash")
$195
First 5 Region Four (No Payment Due--Please Select Payment Method "Cash)
$140

Event Details

Finance 101

Thursday, March 20th; 9am - 3pm (In-Person)

Welcome to Nonprofit Finance 101, a comprehensive course designed to equip individuals with the essential financial knowledge and skills necessary to excel in managing the financial aspects of nonprofit organizations.


In this course, we will explore the unique financial challenges faced by nonprofit organizations and delve into the strategies and best practices required to build financial resilience. Through a combination of interactive lessons, practical exercises, and discussions, you will gain a deep understanding of key concepts, tools, and techniques that will enable you to make informed financial decisions and effectively contribute to the financial sustainability of your organization.



Learning Objectives:

By the end of this course, participants will:

· Understand the fundamental principles of nonprofit finance and the distinct financial landscape of nonprofit organizations.

· Gain proficiency in budgeting techniques, resource allocation, and financial forecasting to ensure effective financial management.

· Learn how to interpret and analyze financial statements, reports, and key financial ratios for performance evaluation and decision-making.

· Acquire knowledge of internal controls, compliance requirements, and the roles and responsibilities of stakeholders in ensuring financial accountability.

· Understand the importance of financial transparency, ethical considerations, and building trust with stakeholders through accountable financial practices.

· Gain practical skills in communicating financial information effectively to various stakeholders, including board members, donors, and staff.



By achieving these learning objectives, participants will be equipped with the necessary knowledge and skills to navigate the complex financial landscape of nonprofit organizations, contribute to strategic decision-making, and foster financial resilience to support the mission and long-term sustainability of their organizations.



Note: This course is designed for individuals with varying levels of financial knowledge and experience in the nonprofit sector. No prior financial expertise is required to enroll.


stacey-bergman

Trainer: Stacey Bergman, CPA, Evergreen Alliance

Stacey Bergman, CPA and partner, founded Evergreen Alliance out of a desire to help real people solve real problems. With over 15 years of both public and private accounting experience, the idea of using her expertise to help people and organizations invested in the betterment of their communities excites her. Focused on client care and a one-firm approach, Stacey is committed to supporting the nonprofit sector as a whole, helping small to mid-sized organizations manage their accounting infrastructure. "Taking the burden off of clients allows them to focus on effectuating their programs and furthering the mission of their organization," Stacey says. According to Stacey, who has always loved math, numbers, and puzzles, accounting is just a numbers puzzle.

With a Bachelor of Science in accounting from Cal State Long Beach, Stacey started Evergreen Alliance with the desire to find a better working model where her love of numbers and people would serve the greater good. By educating clients and partners in the CPA and legal realm, Stacey is able to support an underserved community doing their part to change the world.


Cancellation policy: We require notice of cancellation at least 48 hours in advance of the class start time. No refunds will be provided for no-shows or late cancellations. All registrants are encouraged to send an alternate if unable to attend.

LACDAC and First 5 (Region 4) grantees who register without attending will be invoiced directly for the full cost of the course. Per our contract with LACDAC, we are required to notify LACDAC of any grantees who register and do not attend; Those who miss a session cannot register to attend any future TNP sessions until payment is received.

By registering: The ticket purchaser will receive a confirmation email from This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Virtual event details will be emailed to registrants as we approach the event from This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Please add This e-mail address is being protected from spambots. You need JavaScript enabled to view it to your safe senders list or address book to avoid emails from being filtered to your SPAM or Junk folders. Thank you!

The ticket purchaser and event registrants will be subscribed to our email list and receive weekly emails about events, services, and other announcements. You can opt out at any time. You also give TNP permission to use your image for communications and waive any rights for compensation.

For more information: Please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 562-888-6530.

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The Nonprofit Partnership