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Financial Leadership

May 11, 2022 @ 11:00 am 12:15 pm

$95 – $350 MNA Members: $95 Individual, $175 Whole Org | Non-members: $190 Individual, $350 Whole Org
This event is free for All Access Pass holders.

Join MNA on a six-week course to sharpen your ability to lead the financial management of your organization. From budgeting to cash management, cost/benefit analysis, and more, you will learn best-practice fundamentals to lead your organization with confidence. Additionally, MNA will provide you with a comprehensive set of Excel tools to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.

You also have the option of adding individual consulting with MNA to this course, which includes up to six hours of one-on-one support with MNA to discuss your organization’s financial management processes and support in implementing the tools MNA has provided.

At the conclusion of this course, MNA will offer a free monthly affinity group Zoom meeting focused on discussing strategies to build a financial reserve in your organization. This monthly meeting will provide a chance to learn from one another and discuss strategies to use the concepts and tools learned through the course to grow your organization’s operating reserve.

Participants in this workshop will leave with:

  • Practice building, monitoring, and reporting on financial activity
  • Practice building organizational budgets
  • Five tools to monitor and track financial activity


Webinars will take place Wednesdays in March and April, 11:00 AM – 12:15 PM MTN

  • April 6: Financial Strategy and Goal Setting
  • April 13: Understanding Financial Statements | Tool Offered: Ratio Analysis Template
  • April 20: Planning and Budgeting for Success | Tool Offered: Budget Building Template
  • April 27: Monitoring Financial Performance | Tool Offered: Budget Performance Template
  • May 4: Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
  • May 11Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template

All sessions will be recorded and available for attendees to access, along with all session resources, for six months after the event.


The following prices include all sessions in the series.

MNA Members – all 5 sessions

  • $95 Individual
  • $150 Whole Org – includes as many teammates from your org that wish to attend, including employees and board members

Non Members – all 5 sessions

  • $190 Individual
  • $300 Whole Org – includes as many teammates from your org that wish to attend, including employees and board members

Scholarships Available. Apply Here

Presented by Adam Jespersen, MNA Associate Director

Adam joined the Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters and enjoys hiking, skiing, and all that Montana has to offer.

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