Reading Financial Statements

When it comes to financial statements, do you just glance and nod your head in approval? Join us to learn how to actually read financial statements in a friendly and non-judgmental environment!

Learning Objectives

• Understand what the various reports are saying, how they relate to each other, how to know when something is wrong, and what questions to ask 
• Feel comfortable reviewing and approving financials in board meetings

Description

Reading financial statements can sometimes be a challenge, even for people who have gone to school to learn how to understand financial statements! For the rest of us, it can be flat out intimidating.  

Join us for a fun class where we “pull back the curtain” and talk about how financial statements are prepared, what they tell you and what they don't, what to look for, and when to ask questions. This class is geared for board members and management, and anyone who wants to dig deeper into the numbers.

Level

Introductory

Audience

Executive Directors, Boards of Directors, or any nonprofit leaders that review financial statements

Presenter

Suzanne Atkinson is the managing partner at ProBooksUSA where she specializes in small business consulting and accounting services. Her clients range from small family enterprises to international corporations, from small philanthropic groups to multi-million dollar, multi-funding source nonprofit entities. She received her bachelor’s degree from UNM and her MBA from Cal Coast University. Suzanne brings humor and fun to the otherwise dry topics of accounting and finance. On the weekends, she plays with hot glass and reads cookbooks.

The Center for Nonprofit Excellence often takes photos during our trainings to share on social media. If you prefer not to be photographed, please let us know in the Special Needs field when you register.