Multi-Year Financial Projections: Reality Testing in Strategic Planning

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Nanita McIlhattan, Financial Consultant, AKT, LLP

December 17, 2009
Presentation from 7:30 - 9:00 am, with networking until 9:30 am
Includes Continental Breakfast

Event Description

Discuss these vital questions:

  • Does your organization know if the strategic plan is financially feasible?
  • Are the financial goals consistent with the operational goals?   How do you find and resolve the disconnects?
  • Does your plan match your unrestricted and restricted cash flow realities?
  • Do your strategic and operational decision makers work from the same financial framework?

Join Nanita McIlhattan for a hands on session focused on testing the financial reality within strategic planning and decision making.  Your board, your staff, your clients, your funders (and you) all want to know that your organization has a strong financial plan aligned with planning, decisions and action..   Explore techniques that can give financial considerations a voice at the table.

Nanita joined AKT, LLP in 2007 after 14 years in finance with Intel Corporation and 6 years as a consultant and interim executive in the public sector. She is a Certified Management Consultant with a Masters of Business Administration degree from Purdue University. During her career with Intel and working as a consultant with public sector clients, Nanita completed strategic change projects in a variety of complex financial, operations, and organization structuring situations. Nanita frequently teaches workshops and seminars on a variety of strategic planning, financial, and structure topics.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

NFMA Sponsors

Nonprofit Fiscal Managers Association

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to stay up to date on nonprofit financial management challenges and related legal and compliance issues. By participating in the series, you’ll gain the knowledge and resources you need to keep your nonprofit on track.