Course Objectives

• Learn why writing a financial narrative is important for overall comprehension of the organization’s financial position
• Learn how writing a financial narrative increases the overall financial literacy and strategic competency of the board of directors and management staff
• Learn how to write a financial narrative with a clear overall analysis of the current and future states,
• Learn what to include in your financial narrative and what not to include (this will be an eye opener!)
• Learn how to strategically position any actions required or recommendations so that they are clear to your board
• Receive feedback from Betty Ferreira on your draft financial narrative summary – this includes two rounds of feedback from Betty

See the course outline below for the list of lessons, takeaways and coaching.

Format

• 2 videos
• Viewing length: approximately 2 hours
• 2 resources / tools / guides
• Online self-paced videos
• Feedback on your financial narrative draft by Betty Ferreira FCPA, FCMA
• You can take the course anytime and anywhere – all you need is an internet connection.

Why take this course?

• Maybe you realize that board members need to understand the financial statements and the financial position of the organization more fully
• Maybe you realize that the financial statements tell a story that cannot be easily understood without providing a summary narrative
• Maybe you realize that all too often discussions regarding finance focus too much on the variances and not enough on the story the financial health of the organization
• Maybe you were placed in a leadership role or a finance position without enough training in finance.
• Maybe you have sacrificed professional development dollars for program staff and now realize that you need professional development too!

What is the curriculum?

Lessons

1. How to Write a Financial Narrative
2. How to Write the Annual Budget Proposal Narrative

Coaching

• Following watching both lessons, submit your draft financial narrative to Betty Ferreira FCPA, FCMA for review. 
• Feedback from Betty includes two rounds of feedback including comments made directly on the draft documents and comments provided to you by email

Resources / Tools / Guides

• Financial Narrative Tip Sheet and Example
• Financial Narrative Template and Guide

Oh…and you also get access to the lessons and the resources for one year from your enrolment date 🙂

Who is this program for?

• Nonprofit Leaders such as CEOs, Executive Director’s, & VPs, Senior/Executive Finance Staff members of nonprofit and charitable organizations; 
• Any size organization: Leaders representing small to large nonprofit and charitable organizations; 
• Increase Competency: Staff members who are ready to refine their financial narrative writing skills in order to strengthen their financial analysis and more effectively communicate the financial status to board and committee members; 
• Ready for growth: Staff members that realize that they need to strengthen their financial leadership skills and more effectively communicate the financial status of the organization; 
• Ready to take their work up a notch or two: Leaders that are ready to learn new information and gain skills and put these new skills into practice; 
• Increase confidence in their work: Nonprofit leaders that want to feel more confident in talking about finance; 
• Certificate of completion: Individuals that want a certificate of completion to show funders, donors and their board of director’s or their staff members that they have invested in themselves and their knowledge in nonprofit finance.

Read some of the testimonials below to hear what people think about training provided by Goodcasting Academy!