1. Simplifying Nonprofit Financials: Strengthening Your Organization with More Advanced Finance Tools

Simplifying Nonprofit Financials: Strengthening Your Organization with More Advanced Finance Tools

Simplifying Nonprofit Financials: Strengthening Your Organization with More Advanced Finance Tools
Event ID: 40105
Session ID: 14077

Duration: 90 minutes including question and answer session.
Presenter(s): Chris Martinez, executive director JDRF, Nonprofit Consultant Social Return Consulting
Price: $299.00, 
On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? Board members, CEOs, executive directors, financial staff, volunteer managers, program managers, nonprofit leaders, community liaisons, funders, supervisors, and key staff

Whether you are a program expert, social work expert, fundraising expert or any kind of Finance-based staff person or even board member, this session will help you maximize your efforts for your cause and take your financial game to the next level. In order to do so, financial information must be enhanced with the right strategy and tools to truly make an impact. This session will be organized into three categories of information: 1. revenue sources and strategies; 2. rules and systems to manage, support and implement those sources and strategies; and 3.technology and other creative tools to enhance and take full advantage of these strategies.

We will also address how to use your financial information when budgeting and in fund development planning. To do so in part, we will dive into multiple financial ratios and give you the tools to calculate and understand things like Return on Investment (ROI), Social Return on Investment (SROI), Current ratio, Debt Ratio, Fundraising Efficiency, Compound Annual Growth rate (CAGR), Employment Efficiency Rate and more.

Please join Chris Martinez, as he helps you strengthen your organization through financial strategies and creative tools that make you and your cause more successful and your role more rewarding.


Just a sampling of what this webinar will cover:

  • An overview of the various revenue sources in finance
  • Database and financial software roles and options
  • A survey of some of the rules around each revenue source
  • New technology
  • Fiscal sponsorship
  • Planned giving
  • Online giving
  • Endowments
  • Earned revenue/social entrepreneurship
  • Communicating your finances in powerful ways
  • Micro-finance programs
  • Debt financing
  • Impact investing and social venture capitalism
  • Growth capital
  • A step by step on how to assess and take your organization to the next level of financial performance


Your conference leader for “Simplifying Nonprofit Financials: Strengthening Your Organization with More Advanced Finance Tools” is Chris Martinez. Chris is a current executive director and has served as a consultant, trainer and speaker for nonprofits throughout the U.S. His nonprofit experience spans more than 15 years and includes senior executive and leadership positions with healthcare, education, military and social services programs. Chris has been a national director for a program that mobilized thousands of military and civilian veterans across the country in just three short years. Chris has been the chief development officer for a $90MM social services agency and managed multi-campus educational programs across state lines. Chris has served as an elected volunteer for the Board of Education for Ferguson, MO and each year leads his family of 5 in community service projects on their annual summer vacation – volunteering in each city they stop while on their “vacation for Good”. Chris has overseen over 1500 commercial and nonprofit events and has spoken alongside former Secretary of Education Arne Duncan, and president of the Target Foundation Laysha Ward, among others. Chris holds a master in international business from Saint Louis University and certification in nonprofit administration from Georgetown University. Chris is a believer in social profit.

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