Storytelling with Financials
Fundraising & Relationship Management
This session will help leaders use and communicate their financials to increase transparency, donations, and impact. Leaders will better understand their organization’s financial health and how to talk about it with stakeholders like donors, board members, staff, and more. Attendees will learn how to interpret their basic financial statements and calculate key metrics, then translate those into an interesting story. This is a practical yet inspirational session for busy leaders who want to tell the story of their numbers clearly and confidently but have a hard time translating a spreadsheet into words.
USA and Other Countries
Wednesday, October 7, 2020
12:30 PM - 1:00 PM (EDT)


Organization Type
Arts & Cultural Organizations, Companies, Faith Communities, Healthcare Organizations, Individual Change Agents, Nonprofit Organizations
Solution Focus
Fund Accounting, Grantmaking, Marketing, Performance Analysis and Benchmarking
Job Role/Function
Accounting Staff, CEO/President, Consultant, Controller, Development/Advancement Staff, Director of Development/Advancement, Director of Finance/CFO, Director of Marketing, Executive Director, Grants/Scholarship Management, Marketing Staff, Program Management/Service Delivery, Program Officer/Staff
Knowledge Level
Intermediate | 1–3 years of experience with the topic/product: comfortable with basic functions; looking to dive deeper