This workshop was conducted at the Center of Non Profit Management: http://www.cnmsocal.org/story/. It was well received and we can tailor this to many other context.

How do you thrive in tough times? Funders love to give to outstanding organizations.  Imagine how the funder will feel seeing a grant application submitted on July 1, 2009 with a complete set of financial statements and reports for the year ended June 30, 2009. With a perfectly integrated and streamlined financial management procedures and systems, it is absolutely possible to produce accurate and timely financial statements. You will stand out among all the grant applicants because of impeccable financial management and organizational effectiveness.  You will learn:

1) How to create a seamless operation and financial system.

2) How to present a financial statement that everyone understands.

3) How to have a sense of the vitality of the business just by a quick glance of the financial statements.

4) How wording makes a difference in the impact of the reader.

5) The notes-financial statements don’t have to be boring, make them fun and serve your purpose!

Instructors’ Bios
Jinhong Zhang is a dynamic consultant and leader with over 10 year’s in-depth experience in financial management. He played instrumental roles in developing businesses through implementing innovative strategies and designing award-winning operating systems and processes.  With his passionate and engaging conversations, his consulting service usually results in transformations in communication, resource development, team and leadership.

Jeffrey Hill is a partner at Hill, Morgan and Associates, LLP, a firm of certified public accountants that specializes in auditing and accounting for not-for-profit organizations.  Jeff has over 20 years of experience conducting organization-wide audits, preparing tax returns and consulting on various other accounting related issues for not-for-profit organizations.  He is also a part-time instructor to small business owners teaching them the basics of recordkeeping and accounting.