Roundtable: Crafting Your Nonprofit and Government Financial Story

Conference Room Discussion
  • 6/11/2019 – 6/12/2019
  • Greenwood Village, CO and Colorado Springs, CO
  • Hosting Speaking

Please join us to learn about how your organization’s financial narrative can go beyond just numbers. Financial professionals like you are being asked to share your organization’s financials with board members, leadership, and other decision makers. However, many of these individuals are less familiar with financial rules and regulations.

These complimentary roundtables will focus on how you can shape your organization’s financial story in a format that is relatable, accessible, and understandable to all of your stakeholders.

At the end of this session, you will be able to:

  • Explain what information your organization wants to communicate in its financial reporting
  • Identify techniques for presenting and communicating financial information to provide a clearer picture of your financial landscape
  • Develop financial reports using a dashboard format

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit and government organizations.


CLA Greenwood - June 11 Speakers

UCCS Downtown - June 12 Speakers


8:30 – 9 a.m. — Registration and breakfast
9 – 11 a.m. — Crafting Your Financial Story session


CLA Greenwood - June 11
8390 East Crescent Parkway, Suite 300
GWCO – 2nd Floor Training Room
Greenwood Village, CO 80111

UCCS Downtown - June 12
102 S. Tejon St., Suite 105-A
Colorado Springs, CO 80903

Please see the visitor parking guidelines for the UCCS Downtown Roundtable.


Recommended CPE: 2 credits Finance 

Prerequisites: None
Program level: Basic
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.

To register, please contact Cathy Channing by June 3, and indicate which roundtable you would like to attend. 

For more information:

  • Cathy Channing
  • Marketing/CRM Coordinator