This is a live, online event where you’ll participate actively with other attendees! 

Registration for this training is offered on a sliding scale depending on your individual and organizational access to financial resources. Our sliding scale is an intentional effort to distribute resources equitably between organizations and individuals we work with. If your personal or organizational budget allows, please pay the Sustain or Redistribution cost so we can keep registration accessible for leaders and organizations who may not be in the same position. Greater access strengthens us all!

For more information about our public program pricing, click here.

When well-designed, a nonprofit accounting system should provide critical, accurate data for decision-making, reporting, financial management, and future planning. Your finance function and the financial reports it produces are most effective when properly and artfully aligned with your organization’s programs and mission.

This workshop walks you through configuring your chart of accounts (rows) and program/funds (columns) to map your organization’s business model effectively. Your decision-making and program management are best supported by financial information that truly reflects how your programs work and what the full cost of those programs is.

Join Shétu Rose and Curtis Klotz, and other team members of Diverge Finance Cooperative, as they guide you through this practical look at designing your accounting system to augment and amplify your organization’s programs and mission.

Who is this workshop for?

This workshop is designed for all nonprofit staff (executive leadership, finance, program, and development) and committee members who use and share organization financial data. While the finance team may be the primary implementers of the information shared in the workshop, staff from other departments and programs have an important stake in how well the accounting system is aligned with an organization’s mission and the way that mission is delivered.

This session outlines how to...

• identify the way your organization most naturally describes its work and create meaningful financial reports to mirror that structure,

• design accounting systems that allow you to organize multiple funds, funding sources, and programs, while remaining as simple and accessible as possible, and

• ensure your chart of accounts and program classes aid you in telling an accurate, sophisticated, and elegant financial narrative about your nonprofit’s good work.