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Financial Analysis in Grantmaking

April 24 @ 8:00 AM5:00 PM EDT

Financial Analysis in Grantmaking
PLEASE NOTE:
In order to better support professional learning during this public health crisis, this workshop will now be presented online through Blackboard Collaborate, a virtual classroom platform. All registrants will receive information on how to access and use Blackboard Collaborate via email as the date of the event approaches. Course materials will also be mailed to registrants in advance. To accommodate this, we have moved up the registration deadline to April 10. Thank you for being a valued member of the Johnson Center community!

Presented by The Grantmaking School

Most grantmakers are hired for their program knowledge and expertise. Yet it is impossible to separate the role of money from programmatic success. Excellence in grantmaking is not limited to program knowledge. It requires a comprehensive understanding of nonprofit organizations, including their financial statements, budgets, reserves, policies, and processes for resource management. We know that financial issues impact programmatic results.

As a part of routine due diligence, many grantmaking organizations conduct a financial review after the programmatic review. We strongly believe only the assigned program officer has the ability to understand fully the context, implications, and impact of financial issues upon the success of any grant. In response, we created Financial Analysis in Grantmaking.

This course does not attempt to transform program officers into financial professionals. Instead, our intent is to provide grantmakers with the necessary knowledge and skills to conduct a thorough and effective analysis of organizational and programmatic financial information to improve funding decisions.

Key concepts include:

  • Creating a culture of comprehensive financial analysis
  • The relationship of financial condition to effective grantmaking
  • Fundamentals of financial review and analysis
  • Financial audits and the IRS Form 990
  • Connecting grant budgets to funded program activities
  • Process for conducting a financial analysis
  • Financial accountability in the post-grant process

Instructors: Julie Couturier, C.P.A., and Jason Paulateer, M.B.A.

Individual Registration: $595
TGS Alumni: $565 (use promo code TGSALUM)
Group Registrations: $565 per participant

Breakfast & lunch are included!

Deadline to register is Friday, April 10.

Download a course overview flyer to share with your colleagues!


Photo: Julie Couturier
Julie Couturier, C.P.A. is the director of operations for the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University in Grand Rapids, Mich. Julie is responsible for all financial reporting, budgeting, and financial analysis for the Johnson Center. In addition to her current work for the Johnson Center, Julie is a business and accounting adjunct instructor for Grand Rapids Community College. Read more about Julie.
Photo: Jason Paulateer
Jason L. Paulateer, M.B.A. serves as the community and economic development market manager for Fifth Third Bancorp, responsible for Michigan, Chicago, and Indiana. In this role, he oversees the Bank’s regional compliance with the Community Reinvestment Act, cultivates community partnerships and executes community development strategies. Paulateer has more than 20 years of banking and community experience. He was previously market manager at PNC Bank, where he led community programs throughout Michigan. Paulateer is the board chair for Communities First, Inc., in Flint and immediate past chair of the Michigan Forum for African Americans in Philanthropy. Paulateer also serves on the boards of, New Life Community Church, Gleaners Food Bank of Southeast Michigan, Samaritas, Detroit LISC, IFF, Develop Detroit and Luella Hannan Foundation.

Details

Date:
April 24
Time:
8:00 AM – 5:00 PM
Event Categories:
,

Venue

Online
MI

Organizer

Dorothy A. Johnson Center for Philanthropy, Grand Valley State University