Webinars and Workshops
Our one-hour webinars are available individually or in series.
Recordings can be purchased via firstname.lastname@example.org
The Spectrum of Nonprofit Financing Options, 6 sessions starting October 10, 2017
NFF explores the reality of the nonprofit operating environment and how this system impacts common business choices. Amid today’s rapidly changing economic environment, participants will come away from these webinars better prepared to plan for the future and manage using data.
The following webinars can be taken as a complete curriculum or individually depending on your interests. Click here to register.
Introduction to Debt and Financing for Nonprofits, 10/10
Review different types of loans and considerations for each, followed by a behind-the-scenes look at how lenders evaluate potential borrowers, and what you should expect from a lender during the process – all from a Financial Services expert.
The How and Why of PRIs: A Guide to Program and Mission Related Investments, 10/17
Learn the basics of what PRIs and MRIs are all about, who provides them, and how they’re used today, including examples that illustrate what to expect during the process.
Using Capital for Growth or Change, 10/24
Discover important concepts for growth – including the difference between builders (those who invest in creating high-performing nonprofits) and buyers (those who invest directly in programs) – and how to effectively apply these concepts at your organization.
Understanding New Markets Tax Credit, 10/31
Review the complex background, terminology, benefits, and challenges involved with the New Markets Tax Credit program. Then, walk through an example to understand how an organization qualifies for the program, and what steps you can take to position your organization for this type of capital.
The Emergence of Pay for Success Funding, 11/07
Hear from staff leading NFF’s own Pay for Success (PFS) activities as they discuss examples of PFS projects to examine characteristics of successful outcomes-based funding approaches.
Impact Investing: From Conventional to Cutting Edge, 11/14
Learn from Antony Bugg-Levine, NFF’s CEO and co-author of Impact Investing: Transforming How We Make Money While Making a Difference, as he discusses examples of investments, who major investors are, and how to apply this information to your own organization.
Nonprofit Finance Fundamentals Part 1: Tools to Promote Financial Adaptability, 6 sessions (Recordings Available)
This series prepares participants with the basics, including an explanation of nonprofit financial systems, and a crash course in reading financial statements. Participants are then introduced to key management tools that allow leaders to plan proactively as they support their communities amid funding uncertainty.
1. The Nonprofit Landscape: Adapting in Times of Uncertainty
NFF covers our sector’s upside-down “money rules,” such as revenue restrictions and disjointed business models, and the keys to financial stability.
2. Assessing Nonprofit Financial Health
Explore the fundamentals of nonprofit finance, equipping leaders and managers to assess their organizations’ financial position through interpreting income statements, balance sheets, and other financial statements.
3. Budgeting as a Communications Tool
Prepare a budget that appropriately communicates your organization’s financial needs, and concludes with more advanced budgeting concepts such as covering full costs and balance sheet items.
4. Assessing Program Profitability
Through case studies, NFF explains how participants can use a program economic assessment to make adjustments and improve financial health for maximum mission impact.
5. Planning for a Range of Scenarios
NFF introduces several planning methods to assess revenue and expenses. Key topics include risk assessment and how to prepare for multiple outcomes in one or multiple years.
6. Managing to a Dashboard
Learn how to engage in thoughtful and relevant conversations about your nonprofit’s financial situation, needs, challenges, and opportunities before reaching a crisis point.
Nonprofit Finance Fundamentals Part 2: Building Resilience for the Long Haul, 6 Sessions (Recordings Available)
NFF offers an explanation of core financial management principles and strategies. Building on content from Nonprofit Finance Fundamentals Part 1, participants will learn how common business choices can be managed across leadership roles to inform program success and help you best advance your mission.
1. Beyond Compliance: Strategic Financial Management
Look beyond finance for compliance’s sake, and see how it should be integrated into organizational decision-making across all management facets including governance, fundraising, and strategic planning.
2. Planning for Effective Capitalization
This webinar addresses the basics of capitalization and distinctions between the types of resources (“build” money vs. “buy” money) that can help organizations achieve their goals.
3. Cash Flow: What You Need to Know
Translate your budget into a clear, visual landscape of monthly cash in/cash out. Learn best practices and missteps in cash flow planning, how to identify low-cash months, and how cash-flow management connects to accessing credit.
4. Growth, Earned Income Ventures, and Endowments
To lead through adaptation, nonprofit leaders must realistically assess new business opportunities, such as growth and scaling, launching an earned income venture or social enterprise, or building an endowment.
5. Facility Projects: Planning for Success
Learn to assess your organization’s readiness to execute a well-planned facility project, including often-overlooked soft costs and cash flow.
6. Strategic Alliances, Collaborations and Mergers
Recognize the conditions that contribute to successful collaborations, and when more formal partnerships, including mergers, might be warranted. Gain an understanding of how these alliances can be positive, strategic decisions—and an incredibly powerful tool for organizations with compatible missions and services.
Healthy Outcomes Learning Network Convening, October 30, 2017
The next Healthy Outcomes Learning Network Convening will explore Readiness for Outcomes-Based Partnership, including the capacities need to partner successfully, and tools and ideas for how to develop these capacities prior to partnership.
This convening will feature a review of the Healthy Outcomes CBO self-assessment tool, as well as a panel discussion with a CBO and a Health System to share their insights on what organizational readiness looked like before entering into partnership. The panel will address key questions:
- What are the key capacities required for successful outcomes-oriented partnership?
- Which capacities are most crucial in preparation for partnership?
- How are these capacities developed and who supports these efforts?
We will also explore a partnership assessment tool created by NFF in collaboration with Center for Health Care Strategies and Alliance for Strong Families and Communities as part of the Partnership for Healthy Outcomes, supported by the Robert Wood Johnson Foundation. This tool focuses on measuring success against key benchmarks of well-established partnerships.
Healthy Outcomes Learning Network July Convening (Recorded July 11, 2017)
The Healthy Outcomes Learning Network convening in July explored Navigating Partnership: Demonstrating Value with a panel discussion featuring Jewish Family Services of LA, a multiservice agency working to strengthen and preserve individual, family, and community life.
Despite growing uncertainty in the health landscape across the country, we are seeing greater emphasis on outcomes. As community-based organizations (CBOs) pursue collaboration with health partners, what investments in infrastructure need to be made to support quality data collection? To understand and articulate improved health and reduced costs? And does culture and mission alignment play a role in successfully demonstrating outcomes?
Guest speakers Paul Castro, President and CEO, and Todd Sosna, Senior VP of Operations, shared Jewish Family Services of LA's experience collaborating with health partners to provide complementary social services to communities in need. Key themes discussed were:
- Data Management Infrastructure
- Communicating Financial and Health Outcomes
- The Role of Culture and Alignment
Click here to listen to the free recording of this online convening.
Healthy Outcomes Learning Network March Convening (Recorded March 9, 2017)
The Healthy Outcomes Learning Network convened in March 2017 for a one-hour discussion on Navigating Partnership: Assessing Fit and Organizational Alignment. Well-managed partnerships provide mutual benefits to participating stakeholders and the clients they serve, but what's involved when choosing a partner, what are the common challenges, and how will infrastructure support these new partnerships?
A panel discussion featured partners from Project Nightingale, a medical respite care program for homeless adults who are discharged from the hospital in Sonoma County. The program's goals include improved patient outcomes, reduced hospital admissions, and reduced long-term costs to the healthcare system.
Speakers shared their on-the-ground learnings and discuss several key themes for successful collaboration, including:
- Motivation and Strategic Alignment for Partnership
- Cost and Price Negotiation
- Systems and Operational Adaptation Requirements
- Jen Lewis, Special Projects Director, Sonoma County
- Jenny Symons, Program Planning & Evaluation Analyst, Sonoma County
- Dan Schurman, Community Partnership Manager, St. Joseph Health
Click here to listen to the free recording of this online convening.
Financial Health and Social Good: Steering Nonprofits through Uncharted Waters
NFF recorded two webinars to help assess nonprofit organizations’ financial health, risk tolerance, and overall adaptability amidst uncertainty about policy and funding under the new administration.
The first webinar explores concrete steps that nonprofit leaders and board members can take to ensure clear decision-making, such as: how to foster constructive discussion; gauge their organization’s financial health, adaptability, and risk tolerance; assess risks and opportunities; develop scenarios and corresponding action plans; and take short-term actions that don’t endanger long-term stability.
The second webinar covers how funders can support adaptability in their grantees, the role of managing risk in grantee organizations and in funding, and the critical need for funders to recognize the funder-grantee power dynamic and nurture open dialogue.
Managing Through Uncertainty: Workshops for New York Nonprofit Leaders
This fall, NFF is offering free workshops to help New York City nonprofit leaders manage their finances and advance their missions in the context of today's funding and policy uncertainties.
You will examine your organization's financial health and readiness, develop scenarios and corresponding action plans, determine how debt can help with financial management, gain an understanding of full costs and how to articulate those needs to funders and stakeholders, and learn from your peers.
Workshops are scheduled in each of the five boroughs.
Full Cost Workshops Across California
Philanthropy California and NFF are thrilled to host a suite of groundbreaking trainings for both funders and nonprofits to support the practical and big-picture cultural shifts needed to incorporate a Full Cost framework into their work.
Over the next 12 months, NFF will help lead a series of workshops throughout California that will set a clear understanding of the role full cost practices play in achieving sector outcomes, and the full costs of building resilient nonprofit organizations. Together we will unpack the key elements of why - and even more importantly, how - to go about full cost funding. Click here to view a full calendar and descriptions of workshop offerings.
Experts guide nonprofit and funder leaders and their teams through how management decisions and capital structure affect an organization's mission and finances. Check back often for workshops coming to a city near you.