Is your budget in Excel? Get the skills, strategies, and templates you need.

Whether your fiscal year is just beginning or half over, July is an ideal time to build the skills and templates you need to develop your nonprofit’s budget. In the best budget processes, the board and staff agree on their roles and the budget's purpose. You need to plan now to collaborate objectively through difficult choices.

As you build the budget, you can use new strategies to choose frugality over cheapness, collaborate objectively through difficult choices, and prepare for wild cards. Applying nifty Excel tricks will allow you to save time and improve accuracy.

How To Build Your Budget In Excel

Webinar 1: Budget Strategy And Foundation

• Board and staff roles
• Budget purposes
• Frugal vs. cheap
• Handling uncertainty
• Reserve funds
• Cost of living adjustments
• If/then scenarios
• Unbudgeted situations

Webinar 2: Excel Budget Building Skills

• Very basic budget
• Three budget templates
• Selecting the best budget format for your organization
• Budgeting by program
• Budgeting by month
• Fundamental Excel skills

• Anyone who handles budgets and data
• Budget managers
• Nonprofit chief executives
• Executive directors
• Board members
• Board treasurers
• Board chairs/presidents
• Senior management
• Financial staff
• Fundraising staff
• Marketing staff
• Development staff
• Consultants
• Legal counsel
• Program directors
• Grant managers