Applications for our Fall NYC Cohort are now closed. Stay tuned for the announcement of our next date and location.

Revenue and Cash Planning for Nonprofits

A free workshop for nonprofit leaders.

Revenue and Cash Planning for Nonprofits gives mission-driven professionals the practical financial skills they need to lead with confidence.

Projecting diverse revenue streams, from grants to donations, earned income and more
Building cash flow models that reflect real non-profit funding cycles
Tools and templates ready to use the moment you're back at your desk
Honest, peer-driven conversation with fellow non-profit professionals

Powerful finance acumen that creates enduring impact.

We are seasoned nonprofit CFOs with substantial cross-sector expertise, hailing from Fortune 500 backgrounds. We have built forecasts, systems and processes for associations, foundations, coalitions, startups, and churches - everyone of them dedicated to doing good.
This workshop is built for the realities of non-profit work, not generic finance theory. And we believe in keeping things simple, smart, and human. You’ll get rock-solid finance acumen delivered accessibly - so that you can roll up your sleeves and get to work.
From startups to long-standing institutions, we partner with nonprofits who care about doing things right—and doing them well.
This workshop is great for executive directors, but useful for anyone in a leadership seat (or soon to be). Sessions are paced purposefully, so whether you're newer to financial planning or looking to sharpen your existing skills, there's a seat here for you.

What to Expect

Our workshops make it possible.

❋ Intentional Structure

We blend guided moments, open exploration, and hands-on building time, so you can get your questions answered and create tools that work for you.

❋ Collaborative Energy

Connection is a core part of the process. You’ll learn finance skills alongside other nonprofit professionals—and leave with colleagues for life.

❋ Expert Facilitation

Led by experienced nonprofit CFOs who know how to encourage participation, prompt collaboration, and keep things moving with purpose.

❋ A Supportive Space

We believe that running a nonprofit should be a joy, a revelation, a celebration—we’re here to support, not to judge.

Agenda

In three short hours, you’ll learn revenue and cash planning basics, and build a model to use the very next day.

Check-In

1:00pm

Revenue & Cash Planning Foundations

1:15pm

Coffee Break

2:30pm

Modeling Workshop

2:45pm

Conversation & Close-Out

4:00pm