The In Plain English Workshop Series

You don’t need to be an accountant to understand your numbers.

Build the financial understanding to ask stronger questions, recognize concerns, and participate confidently in leadership discussions.

Practical education for nonprofit executives, board members, and staff, with private sessions available to discuss the needs of nonprofit and research teams.

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Planning a session for your team? Request a workshop.

Choose the conversation your team needs

Financial knowledge. In plain English.

Find the right topic

Tell us about your audience, the questions they face, and what you want them to understand. We can discuss the appropriate workshop and format.

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Visit each workshop page for format, availability, and starting prices.

Bring the discussion to your organization

Private workshops for your team.

A confidential setting to build shared understanding around your organization’s financial questions, responsibilities, and oversight needs.

Relevant to your audience

Discuss examples and priorities appropriate to your leaders, board, staff, or research administration team.

Space for questions

Give your team room to ask what feels unclear and develop a common financial vocabulary.

A format that fits

Discuss scheduling, audience size, topic, and customization before agreeing on the session.

Private topics include Financials, Grant Compliance, and Board Oversight. Internal Controls private sessions are available once the public version launches. Confirm current availability when requesting a session.

One-on-one financial coaching

Understand your own financial reports.

Confidential support for interpreting statements, understanding variances and trends, discussing restricted resources, and preparing for board, funder, and audit questions.

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Learning that supports leadership

Clarity your team can build on.

Workshops develop financial understanding and stronger oversight questions. If a concern needs a closer examination or hands-on support, we can discuss a separate review or consulting engagement.

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