Are you looking for an experienced and energetic speaker on financial management for your next event?
I love sharing best practices around understanding and using your numbers to change the world with purpose-driven leaders of nonprofits and businesses around the globe.
I have led large, lecture-style talks as well as more interactive workshops from 5 to 500 attendees, and strive to keep the energy high and the accounting lingo minimal.
The Purpose-Driven P&L
Understanding Your Financials to Grow Your Bottom Line and Your Impact
This session is geared towards small business owners at any stage in their growth, from fledgling entrepreneurs to 7 figure rockstars. We talk about the foundation of strong financial management, learning how to plan your profit through easily implementable budgeting and forecasting methods, managing cash flow like a boss, and understanding the basic financial reports.
Attendees will walk away with several actionable tools and steps they can take to immediately uplevel their financial management, increase their bottom line, and feel vastly more confident in their own leadership.
Resources shared include a PDF workbook for attendees to follow along, take notes, and start mapping out their revenue and expense growth, AND an Excel workbook to create their own forecast for their CEO Days at home!
Storytelling with Financials
How to Use Your Financials to Make a Greater Impact
This session is geared towards nonprofit leaders with all levels of experience, areas of expertise, and from all types of nonprofits. We talk about the foundation and best practices for strong financial management, then dive into why it's important to use your numbers to tell your story. We clarify the who, when, what, and how to share your numbers, then dive right into the top five financial reports nonprofit leaders should be reviewing. I explain exactly which metrics are important to review in each and how you could share those metrics with your stakeholders.
Attendees will walk away with several actionable tools and steps they can take to immediately uplevel their financial management and tell a more robust story about their organization and impact to increase donor engagement and raise more money!
Resources shared include an Excel workbook to help calculate the financial metrics we talk about.