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The Whole Story: Financial Analysis for Grantmakers

August 18 @ 12:30 pmAugust 19 @ 4:30 pm EDT

The Whole Story: Financial Analysis for Grantmakers

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

A two-day course providing valuable tools and insights to facilitate funding decisions

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: Randy Van Antwerp and Lauren Bigelow
Deadline to Register: August 4

Price

Individual Registration:  $750
Group Registration:  $720 per participant
TGS Alumni:  $720 (use promo code TGSALUM30)


Meeting Dates & Times

This course takes place over two days. Participants will meet virtually on Wednesday, August 18, from 12:30–4:30 p.m. and again on Thursday, August 19, 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: Randy Van Antwerp
Randy Van Antwerp, M.B.A., CPA, is the chief finance and operations officer for the Council of Michigan Foundations (CMF). He supports CMF’s Board of Trustees in the financial stewardship of the organization and serves as a thought partner and advisor to its members. He also works closely with the leadership team to advance the strategic framework with an eye toward optimizations and efficiencies as CMF supports the community of philanthropy. Learn more about Randy.

Photo: Lauren Bigelow
Lauren Bigelow, Ph.D., is the executive director of 20Fathoms, an innovator space and accelerator in Traverse City, Mich., where she 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 bachelor’s in economics from the University of Michigan, and a master’s and a doctorate in anthropology from Northwestern University.

Details

Start:
August 18 @ 12:30 pm EDT
End:
August 19 @ 4:30 pm EDT
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Venue

Online