Roundtable: Crafting Your Nonprofit and Government Financial Story

Conference Room Group Reviewing Financials
  • 1/30/2020
  • Altoona, WI
  • Sponsoring Hosting

Please join us at Cabin Coffee 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.

This complimentary roundtable 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.



7:30 – 8 a.m. — Registration
8 – 10 a.m. — Session


Cabin Coffee
2922 Meadowlark Lane
Altoona, WI 54720

Please register by January 27, 2020.


Recommended CPE: 2 credits Finance
Prerequisites: None
Program level: Basic
Advance preparation: None
Delivery method: Group Live

View CPE sponsorship information.

For more information:

  • Lori Mudge
  • Internal Operations Coordinator