Budgeting Beyond Spreadsheets: Financial Planning Strategies for Growing Nonprofits
8
6:00 PM - 7:00 PM
Most nonprofit finance teams are running budgeting processes built for a smaller organization... or a smaller workload. As grants multiply and boards ask for more real-time visibility, the instinct is often to add headcount. But the real fix is usually getting more out of the tools you already have.
Join Chazin and Martus for a session on moving beyond spreadsheet-based budgeting without adding staff. We'll cover how modern budgeting software reduces manual work, how to build reports that answer funder and board questions before they're asked, and how to scale your process as your organization grows.
This session is for you if you:
- Manage budgets across multiple programs, departments, or restricted funds
- Handle funder or board reporting and want it to take less manual effort
- Are part of a lean finance team looking to do more with what you have
Speakers
Julie Keim
Technical Reviews and Training Associate Manager @ Chazin
Julie Keim, CPA, brings over 30 years of accounting, auditing, consulting, and operations experience, including more than a decade focused on nonprofit organizations. She built her foundation in complex accounting and auditing at one of the Big Four firms before leading financial operations for governmental entities, private companies, and venture capital start-ups.
Rani Singh
Director of Solutions Consulting @ Martus
Rani brings 17+ years of combined accounting and FP&A experience to her role as Director of Solutions Consulting at Martus. She works closely with organizations to show how Martus addresses their planning and reporting challenges, from how it works to the difference it makes day to day.
Sarah Brunick
Senior CFO and Advisory Solutions Associate @ Chazin
Sarah Brunick, CPA, is a Senior CFO & Advisory Solutions Associate with 14+ years of experience in nonprofit, corporate, and government contracting finance. She provides fractional CFO services to nonprofits, leveraging her prior CFO leadership and Big Four experience in revenue recognition, grants, financial reporting, and audit to help nonprofit executives and boards navigate complex financial matters and make confident, informed decisions.
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8
6:00 PM - 7:00 PM