Loading Events

« All Events

The Whole Story: Financial Analysis for Grantmakers

December 8 @ 12:30 pmDecember 9 @ 4:30 pm EST

The Whole Story: Financial Analysis for Grantmakers

A two-day course providing valuable tools and insights to help improve your funding decisions

Financial Analysis for Grantmakers takes you on a deep dive to explore grant proposal financial review and analysis fundamentals, 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: Steve Alley and Julie Couturier
Format: Virtual. All registrants will receive the Zoom access link and password via email from Eventbrite two days before the event.
Deadline to Register: November 24

 
This course will be held again on April 20–21, 2022. Register here!


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, December 8, from 12:30–4:30 p.m. and again on Thursday, December 9, 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 of Steve Alley
Steve Alley is managing partner of Ekstrom, Alley, Clontz & Associates, and has extensive experience in the community foundation field. Most recently he was President and CEO of the Community Foundation for Southern Arizona for nine years, leading that foundation to grow from $53 million to $90 million in assets and develop a significant leadership role in Tucson and the surrounding counties. Learn more about Steve.

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.

Details

Start:
December 8 @ 12:30 pm EST
End:
December 9 @ 4:30 pm EST
Event Categories:
,
Event Tags:
,

Venue

Online