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Financial Workshop South Bay Series Part III | Strategic Management: Thinking Like a Finance Person

Friday, June 12, 2015 -
9:00am to 12:00pm PDT
The William and Flora Hewlett Foundation | Lily Conference Room
2121 Sand Hill Rd Menlo Park, CA
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NCG is pleased to announce a three-part financial workshop series in partnership with Fiscal Management Associates (FMA). The FMA Financial Workshop Series builds upon the Financial Analysis Training: Assessing Nonprofit Financial Health (previously hosted at NCG) and will take a deeper dive into the details of financial management. All three workshops in this series are designed to help funders support your grantees in building financial management practices, strengthen your partnership with grantees for financial sustainability and inform your own grantmaking practice.

We encourage you to register for all three workshops, however, it is not necessary since each workshop is unique and does not require content or background from the previous workshop.

About this Workshop

In this final finance workshop in the series, funders will gain an understanding of how to engage in a dialogue with grantees to identify their capacity for fiscal strategy around complex issues. The session will focus on understanding they key components of strategic financial management, especially as it relates to the following issues:

  • Building and managing operating reserves
  • Capital budgeting and planning
  • Multi-year financial forecasting to support sustainability and growth
  • Managing financial risk
  • Financial strategy and oversight at the board governance level

Join us for an informal lunch following the program.

About FMA

Since their founding in 1999, FMA’s primary mission has been to empower not-for-profit organizations with the knowledge and skills they need to successfully serve their constituents and fulfill their missions. FMA provides capacity-building technical assistance, including organizational consultation and training, using an approach tailored to individual organizations and their specific needs. FMA serves nonprofit organizations, empowering them to effectively manage their resources and position themselves for stable, long-term growth.


Hilda H. Polanco is the  founder and CEO of FMA. She has led FMA to become the go-to capacity builder foundation and nonprofit leaders seek to address nonprofit financial management issues.

A nationally recognized and sought after leader in the field, Hilda serves the sector in many ways. Since its inception, Hilda serves on the selection committee of the New York Nonprofit Excellence Awards, established by the New York Times and the Nonprofit Coordinating Committee. Hilda also is an adjunct professor at Columbia University’s Department of Health Policy and Management, as well as on faculty with the Donor’s Forum of Chicago. (See Full Bio)

Target Audience

Program staff involved in making programmatic grants and/or responsible for due diligence, Grants Managers, Staff of small foundations, and Program Officers are encouraged to attend.

These workshops are open to all NCG Members.

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This workshop has a $35 registration fee.