Welcome to "Financial Planning 101: How To Master Your Budgeting and Forecasting in 2023"! In this webinar, we will cover the essential elements of budgeting and forecasting to help you make the most of your financial resources this year. We will explore different types of budgeting methodologies and identify which ones are the most effective for different scenarios. You will learn the step-by-step process for building a budget that sets you up for success and understand the difference between budgeting and forecasting and why your organization needs both. We will also discuss how technology can be used to speed up the budgeting and forecasting cycle and introduce you to Instrumentl, a powerful tool for finding, tracking, and managing your grants all in one place, saving you time and money.
In this 1-hour webinar with Don Needs, attendees will learn:
How to identify the different types of budgeting methodologies and which ones are the most effective
The step by step process to building your budget for success
Understand the difference between budgeting and forecasting and why your organization needs both
How to utilize technology to speed up the budgeting and forecasting cycle
How Instrumentl saves you time and money in finding, tracking and managing your grants all in one place
All registrants will receive a recording and copy of the presentation slides after the workshop. Instrumentl is also offering every live attendee personalized grant recommendations for their nonprofit.
NOTE: Instrumentl helps US-based 501c3s with at least a 90K operating budget, or consultants supporting such clients. If you are based internationally, you must have a US-affiliated chapter and 501c3 status to find this workshop helpful.
Don Needs has been with Jitasa since 2013, starting as a financial analyst and working his way up to Chief Financial Officer. He joined the Jitasa team after earning his MBA from Boise State University and many years of experience as a business and budget development consultant for various companies in the Boise area. Don recently became an accredited Certified Management Accountant.
Don't miss out on this opportunity to take your financial planning efforts to the next level!