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X-WR-CALDESC:NDANO and Nonprofits Assistance Fund (NAF) are pleased to pres
ent workshops on Sept. 25 in Fargo and Sept. 26 in Mandan. NAF’s mission i
s to build financially healthy nonprofits that foster community vitality.
\n\nWorkshop Summary:\nStrategic financial planning and management
requires a deep understanding of your income\, expenses\, assets\, and lia
bilities. This advanced workshop will teach you to analyze and interpret y
our basic financial reports in context. We will discuss the components of
nonprofit financial health\, identify key financial indicators\, and use a
relevant case study to work through a ratio calculation exercise in class
. We will also go over how to create dashboard reports summarizing the fin
ancial indicators important for your organization.\n\nWorkshop Presente
r:\nAs loan officer and trainer at NAF\, Phil Hartlie is responsible f
or assisting nonprofits during the loan application\, review process and t
hroughout the lifecycle of the loan. He has a special expertise in charter
school financing. He also delivers training workshops and provides techni
cal assistance on financial management topics to nonprofits. Prior to join
ing NAF\, Phil spent 15 years working as the lead finance person at three
Minnesota nonprofits. He served as a director of finance and administratio
n for the Greater Minneapolis Council of Churches and Twin Cities Habitat
for Humanity and as the director of operations for the Higher Education Co
nsortium for Urban Affairs (HECUA).\n\nOpen Office Hours:\nNeed hel
p understanding cash flow? Have follow-up questions after one of our train
ings? Interested in discussing your nonprofit's business model or seeking
sound advice on a complicated financial issue? NAF’s Office Hours are righ
t for you. In free one-on-one consultations\, NAF financial experts provid
e strategic financial guidance and technical assistance to nonprofits on a
variety of nonprofit financial topics. \n\nSchedule a 30-minute appointme
nt with Phil Hatlie following the September workshops to discuss a specifi
c financial question at no cost to you. We encourage you to bring relevant
reference materials to use during your session\, including financial repo
rts\, budgets or audits.\n\nThanks to Nonprofits Assistance Fund\, Otto
Bremer Foundation and Brady Martz and Associates PC for their support of
these financial workshops in North Dakota.
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UID:2faf9ce8-5390-4e6f-b9c2-5c6ec43e354c
DTSTAMP:20260910T191417Z
DESCRIPTION:NDANO and Nonprofits Assistance Fund (NAF) are pleased to prese
nt workshops on Sept. 25 in Fargo and Sept. 26 in Mandan. NAF’s mission is
to build financially healthy nonprofits that foster community vitality.\n
\nWorkshop Summary:\nStrategic financial planning and management re
quires a deep understanding of your income\, expenses\, assets\, and liabi
lities. This advanced workshop will teach you to analyze and interpret you
r basic financial reports in context. We will discuss the components of no
nprofit financial health\, identify key financial indicators\, and use a r
elevant case study to work through a ratio calculation exercise in class.
We will also go over how to create dashboard reports summarizing the finan
cial indicators important for your organization.\n\nWorkshop Presenter:
\nAs loan officer and trainer at NAF\, Phil Hartlie is responsible for
assisting nonprofits during the loan application\, review process and thr
oughout the lifecycle of the loan. He has a special expertise in charter s
chool financing. He also delivers training workshops and provides technica
l assistance on financial management topics to nonprofits. Prior to joinin
g NAF\, Phil spent 15 years working as the lead finance person at three Mi
nnesota nonprofits. He served as a director of finance and administration
for the Greater Minneapolis Council of Churches and Twin Cities Habitat fo
r Humanity and as the director of operations for the Higher Education Cons
ortium for Urban Affairs (HECUA).\n\nOpen Office Hours:\nNeed help
understanding cash flow? Have follow-up questions after one of our trainin
gs? Interested in discussing your nonprofit's business model or seeking so
und advice on a complicated financial issue? NAF’s Office Hours are right
for you. In free one-on-one consultations\, NAF financial experts provide
strategic financial guidance and technical assistance to nonprofits on a v
ariety of nonprofit financial topics. \n\nSchedule a 30-minute appointment
with Phil Hatlie following the September workshops to discuss a specific
financial question at no cost to you. We encourage you to bring relevant r
eference materials to use during your session\, including financial report
s\, budgets or audits.\n\nThanks to Nonprofits Assistance Fund\, Otto B
remer Foundation and Brady Martz and Associates PC for their support of th
ese financial workshops in North Dakota.
DTSTART;TZID=America/Chicago:20120925T090000
DTEND;TZID=America/Chicago:20120925T120000
LOCATION:Fargo
SUMMARY:NDANO Workshop: Financial Analysis and Benchmarking
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