From budgeting, to cash management, to 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.
Course topics:
- Financial Strategy and Goal Setting
- Understanding Financial Statements | Tool Offered: Ratio Analysis Template
- Planning and Budgeting for Success | Tool Offered: Budget Building Template
- Monitoring Financial Performance | Tool Offered: Budget Performance Template
- Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
- Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template
Attendees will have access to all session recordings and resources for six months after the conclusion of the course.
Members of the Center are eligible for member pricing at MNA’s events for the whole organization. Simply select the member rate when registering and be sure to provide your state when asked during registration to verify. No code needed!
Non-Members: $330
About the Presenter:
After serving as Intermountain's CFO, Adam Jespersen joined MNA in 2019 as its first Director of Innovation, and moved to Executive Director in 2024. Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful.