Explore Our Workshops
The “In Plain English” Workshop Series
Current & Upcoming Workshops
Nonprofit Financials in Plain English
Understand your financial statements, restricted vs. unrestricted funds, red flags, and how to ask stronger financial questions.
Grant Compliance in Plain English
A clear breakdown of allowable costs, documentation requirements, and how to stay compliant with federal and private funders.
Coming Soon
Internal Controls in Plain English
Learn the 5 core internal control pillars, how to reduce audit findings, and how to build controls even with a small team.
Coming June 4
Board Oversight in Plain English
What boards should review monthly, quarterly, and annually and how to strengthen financial governance.
Coming Soon
Audit Ready in Plain English
A clear, practical walkthrough of what auditors review, how to prepare your documentation, and how to avoid the most common audit findings.
Coming 6/18
Workshop Insights Provided By:
By an accountant with:
20+ years of accounting experience
A Master’s Degree in Forensic Accounting
Public accounting experience performing nonprofit audits
Experience focused on financial oversight, accountability, and internal controls
Practical insights focused on risk, accountability, and internal controls.
Upcoming Sessions
Nonprofit Financials in Plain English
A practical, accessible workshop that helps nonprofit leaders understand their financial statements and feel confident asking the right questions.
You’ll learn:
How to read and interpret nonprofit financial statements
Restricted vs. unrestricted funds
Common red flags and how to spot them
What boards and EDs should review monthly
How to communicate financial information clearly
Dates:
May 13 (In‑Person) Closed
May 14 (Virtual)
May 28 (Virtual)
Private Workshops for Your Organization
Bring the training directly to your team with a customized, private workshop tailored to your organization’s size, structure, and needs.
Why Organizations Choose Private Workshops:
Tailored content using your real processes
Confidential environment
Flexible scheduling
Ideal for onboarding staff or boards
Strengthens internal alignment
Private Workshop Options
Nonprofit Financials in Plain English (Private Session)
Customized examples using your financial statements, reporting structure, and oversight needs.
Internal Controls in Plain English (Private Session)
Tailored to your staffing, workflows, and risk areas. (Available once the public version launches.)
Grant Compliance in Plain English (Private Session)
Focused on your funders, your documentation, and your compliance gaps.
Board Oversight in Plain English (Private Session)
A governance‑focused session designed specifically for boards and finance committees.
1‑ON‑1 FINANCIAL COACHING
Hands‑on, confidential support focused on helping your organization understand its own financial statements.
What we cover:
Reading & interpreting your financial statements
Understanding variances & trends
Grant & restricted funds management
Documentation & reconciliation workflows
Preparing for board, funder, and audit questions
📝 Register for a Workshop or Private Session
Strengthen your organization’s financial confidence with practical, nonprofit‑focused training. Use the form below to:
Register for an upcoming In Plain English workshop
Request a private workshop for your team
Express interest in 1‑on‑1 financial coaching
Receive updates on new workshops in the series
Whether you’re an Executive Director, finance staff member, or board leader, this is your place to get the clarity and support you need.
Complete the form to secure your spot.