Leadership Forum-Budgeting and Cost Allocation
May 5 @ 12:30 pm - 4:00 pm
“Budgeting and True Cost Allocation”
by Steve Zimmerman, Spectrum Nonprofit Services, LLC
What our nonprofits asked for: “Budgeting: I think it would be great to have a budgeting session where they talk about ways to allocate indirect expenses to programs and to break them down between administrative, fundraising, and programs.”
Enter Steve Zimmerman, back by popular demand, on how to do this work. Steve will present a three-hour training on budgeting and determining true costs and programmatic profitability.
Nonprofit staff and board members are invited!
12:30 – 12:45 pm – Registration & Snacks
12:45 – 4:00 pm – Presentation (& Break)
Steven Zimmerman, CPA, MBA
Steven Zimmerman, CPA, MBA is the Principal of Spectrum Nonprofit Services where he provides training and consulting in the areas of finance and strategy for community-based organizations, foundations and government agencies throughout the country.
Learn more about Steve
Steve is a co-author of two books on nonprofit sustainability published by Jossey-Bass, The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions with Jeanne Bell of CompassPoint published in 2014 and the best-selling book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability with Jeanne Bell and Jan Masaoka of CalNonprofits published in 2010. The books highlight Spectrum’s integrated approach to nonprofits which balances mission impact and financial viability. Steve’s writing has also appeared in The Nonprofit Quarterly, the Finance and Strategy column for Blue Avocado, and various BoardSource publications. Prior to starting Spectrum, Steve was a Projects Director with CompassPoint Nonprofit Services, one of the nation’s leading nonprofit consulting, training and research providers. Steve’s extensive nonprofit experience includes serving as a Chief Financial Officer, Development Director and Associate Director at community-based nonprofits where he performed turnarounds resulting in increased financial sustainability and programmatic reach. He is a Certified Public Accountant and earned a BA from Claremont McKenna College and an MBA from Yale University..
Fox Valley Area Nonprofits: free
Green Bay, Oshkosh and other area nonprofits: $20 per participant
Please note that registration for this program will not be reimbursed due to cancelation or no-show, nor can payment for this session be transferred to a future program.