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Grants Managers Network: Understanding Your Grantees’ Financial Health

November 1, 2016 @ 2:00 am - 3:00 pm

Understanding the financial health of grantees is a critical part of the grants management process. Nonprofit organizations face increasing financial challenges in today’s operating environment and in order to make sound funding decisions, grantmakers must have a firm grasp of the story told by the numbers. Focusing on effective approaches to reading and interpreting financial statements, this course will equip participants to understand their grantees’ financial reality, with concepts and tools applicable to grantees across a range of mission areas and business models.

The webinar will address the following topics:

    • What audited financial statements tell us about a grantee’s financial health over time
    • Key indicators that help gauge financial viability, including:

o Liquid Unrestricted Net Assets
o Months of cash on hand
o Operating results
o Resource allocations among functions

  • How to calculate key financial metrics using an Excel-based “Nonprofit Financial Health Analysis” tool

PRESENTER

Hilda Polanco, Founder & CEO of FMA

As Founder and CEO, Hilda has led FMA to become the go-to capacity builder foundation and nonprofit leaders seek to address nonprofit financial management issues. Hilda was a founding member of the selection committee of the New York Nonprofit Excellence Awards. In 2014, Hilda was recognized by SmartCEO magazine as a Top Female CEO with a New York Brava! award. Hilda graduated from New York University with a B.A. in Accounting. She holds the Certification in Control Self-Assessment from the Institute of Internal Auditors. In addition, Hilda holds the Chartered Global Management Accountant (CGMA) awarded by the American Institute of Certified Public Accountants (AICPA).

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