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The Whole Story: Financial Analysis for Grantmakers

April 29 @ 12:30 pmApril 30 @ 4:30 pm EDT

Financial Analysis for Grantmakers

We’re online! This workshop will be presented online through Zoom. All registrants will receive the access link and password via email the day before the event.

Financial Analysis for Grantmakers takes you on a deep dive to explore the fundamentals of grant proposal financial review and analysis, including organization and project budgets, financial statements, audits, and the IRS Form 990/990EZ. This course is grounded in understanding and practicing financial analysis through an equity lens. Throughout each stage of the due diligence process, participants work together to analyze and interpret data relevant to a real-life proposal and arrive at a decision to recommend funding (or not).

This robust course provides grantmakers of any experience level with valuable tools and insights to facilitate funding decisions. Course content is consistently updated to account for changes in FASB regulations and the financial implications of current events.

Join us to learn how you can integrate key financial information and equity practices to improve funding decisions.

Instructors: Julie Couturier and Lauren Bigelow
Deadline to Register: Thursday, April 8

Price

Individual Registration:  $595
Group Registration:  $565 per participant
TGS Alumni:  $565 (use promo code TGSALUM30)


Meeting Dates & Times

This course takes place over two days. Participants will meet virtually on Thursday, April 29 from 12:30–4:30 p.m. and again on Friday, April 30 from 12:30–4:30 p.m. (ET). This course is a live, interactive experience. It will not be recorded or made available to registrants after the end of the live session.

Day One:

  • Applying an equity lens to financial analysis
  • Overview of financial analysis; proposal vs. budget
  • Interpreting key financial statements

Day Two:

  • Unpacking financial audits & reviews
  • Exploring the IRS 990/990 EZ
  • Using ratios as a tool
  • Making the decision to fund (or not)

Who should attend this course?

This course is intended for foundation staff, donors, and others engaged in grantmaking. If you do not fit this profile but are interested in attending, please email tgs@gvsu.edu before registering.


Cancellation & Refund Policy

This course may be subject to cancellation if it does not reach the minimum number of registrants. In the event of a cancellation, you will be notified at least two weeks before the course start date and will be offered a full refund or the option to transfer your registration to another Johnson Center offering. Refund requests for any other reason must be made at least two weeks prior to the start of the course.

Photo: Julie Couturier
Julie Couturier, CPA, is the director of operations for the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University. Julie is responsible for all financial reporting, budgeting, and financial analysis for the Johnson Center. In addition to her work for the Johnson Center, Julie is a business and accounting adjunct instructor for Grand Rapids Community College. Learn more about Julie.

Photo: Lauren Bigelow
Lauren Bigelow, Ph.D., is the executive director of 20Fathoms, an innovator space and accelerator in Traverse City, Mich., where the leads their tech startup and community engagement. Lauren has spent 20 years in the nonprofit technology space and brings a strategic perspective with exceptional execution skills. She served as the CEO of the Growth Capital Network from 2010–2020, managing programs for foundation, health care and innovation clients. Using the framework and ethnographic field techniques of anthropology, Lauren and her team managed large scale regional and statewide programs, health, and economic impact evaluations. Lauren is a finance lecturer at the Ross School of Business at the University of Michigan. She has a bachelors in economics from the University of Michigan, and a masters and doctorate in anthropology from Northwestern University.

Details

Start:
April 29 @ 12:30 pm EDT
End:
April 30 @ 4:30 pm EDT
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Venue

Online