Join MNA for a six-week course to sharpen your ability to lead the financial management of your organization. 

It's back! From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.

You also have the option of adding individual consulting with MNA to this course, which includes up to six hours of one-on-one support with MNA to discuss your organization’s financial management processes and support in implementing the tools MNA has provided.

Participants in this course will leave with:

  • Practice building, monitoring, and reporting on financial activity;
  • Practice building organizational budgets;
  • And, five tools to monitor and track financial activity.
Here's what past participants had to say:

“This workshop is what is needed by nonprofits such as ours. We cannot afford to hire someone who specializes in the arena so we learn as we go. As an Executive Director, I am very pleased with this training course.”
“It was excellent. It was engaging…and the Excel workbook was fantastic!”
“This is so helpful and immediately relevant…Thank you!!!”

Webinars will take place Wednesdays in October and November, 11:00 AM - 12:15 PM MTN

  • October 13 | Understanding Financial Statements | Tool Offered: Ratio Analysis Template

  • October 20 | Planning and Budgeting for Success | Tool Offered: Budget Building Template

  • October 27 | Monitoring Financial Performance | Tool Offered: Budget Performance Template

  • November 3 | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template

  • November 10 | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template

  • November 17 | Financial Strategy and Goal Setting

Presented by Adam Jespersen, MNA Director of Innovation
Adam joined Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful.


Invite as many members of your team and board to participate for one flat rate:

  • $175 Whole Org Registration for MNA Members
  • $350 Whole Org Registration for Not-Yet MNA Members

Register for a single user:

  • $95 MNA Members
  • $190 Not-Yet MNA Members

** Scholarships Available. Apply Here **

Save the Date
Board Governance 201

We are running our board series again this fall! Get your board members on board with this four part series, covering Board Basics, Board Structure, Better Board Meetings, Board Culture, Recruiting, Onboarding, and more! Over 300 participants joined us in Spring 2021, and with our Whole Org registration rates, you can bring your entire board for one low fee. 
MNA has what you need to move your mission forward, whether that means taking a closer look at your financial picture, refreshing your fundraising strategy, leading your team, or connecting with your peers across the state. Learn more about our offerings or request a free half hour consultation with our staff to find the answers to your nonprofit questions!
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