April 2, 2025
12:00-1:30 pm Pacific

Money is the fuel that drives your organization forward. You need to understand the tools nonprofits use to track, manage, and oversee money if you are going to make the best decisions for your organization.

Let’s Talk Money is designed to give board members and the people who work with them the knowledge and opportunity to practice they need to strengthen their organization’s financial literacy. By the end of the session, you will be able to show your colleagues what you know about your organization’s financial story.

Let’s Talk Money is an interactive learning event that covers these topics:

• How to read a STATEMENT OF FINANCIAL POSITION (Balance Sheet) and STATEMENT OF ACTIVITIES (Income Statement)
• How to BUDGET to increase core mission support
• How to improve OVERSIGHT to reduce fraud and error

Let’s Talk Money is accessible to people new to nonprofit finance or comfortable talking about money. It is also helpful to financial experts looking for ways to communicate financial topics with a diversity of people. Participants will receive a workbook to help bring lessons back into the life of their organizations.

ABOUT THE INSTRUCTORS

Nancy Bacon is a teacher and instructional designer who has served in the nonprofit roles of executive director, founding program director, board member, and volunteer since 1996. She creates curriculum on nonprofit topics that focuses on how nonprofit board and staff members can do things differently to make their work more joyful and effective. Nancy has taught nonprofit finance to thousands of board members over the past ten years, helping even the least confident finance person make sense of the numbers. She currently leads Nancy Bacon Consulting, a practice focused on learning and leadership in the nonprofit sector.

Erin Welch has been working exclusively with nonprofits for over 25 years and deeply understands the sector and its challenges. Erin specializes in nonprofit accounting, financial health assessment, internal control improvements, and strategic planning. In her many years with Jacobson Jarvis, Erin has been a Partner, Principal, auditor, consultant, trainer, and firm leader. Erin is an experienced teacher, translating complex financial concepts into clear, actionable insights.

COST

$30 for the session, which includes 90 minutes of learning and the Let’s Talk Money workbook.
Pre- and post-event emails will help you get ready and apply lessons to your organization.

Because this session is recorded and all registrants will receive the recording, no refunds are available.

In partnership with