Financial Management for Nonprofits

This nonprofit workshop will feature best practices and key strategies in financial management, geared toward executive directors and lead financial staff.

Because we know that leaders who establish sound financial management today will have more sustainable organizations tomorrow, we invite you to attend a workshop focused on financial management for nonprofit organizations. Topics covered in this session will include:

  • Best practices in establishing a strong financial function to support operations
  • Key strategies for an effective budget development process: financial planning and budget development; defining financial goals and objectives
  • Orientation to the website which contains a library of tools and resources to help organizations become "fiscally fit"

This session is designed for Executive Directors, Board Treasurers and lead Finance Staff. Development Directors and Program Directors will also benefit from this session.

Thursday, June 11, 2015

9:00 am to 12:00 pm

The Graustein Memorial Fund

2319 Dixwell Ave, Suite 2B, Hamden

$20 per person

Facilitated by: Financial Management Assoc., New York, NY

Advance registration required.

Register here

About the presenters:

Dipty Jain, Esq.CPA, CGMA
Principal, Financial Management Associates

Dipty leads the National Consulting and Advisory Services team at FMA. She brings comprehensive operations experience in the private and nonprofit sectors to her leadership of FMA's consulting team, helping build the capacity of nonprofit organizations to build the infrastructures they need to be sustainable organizations and increase performance. Over the past eight years at FMA, she has grown FMA's management consulting practice and has worked with a wide range of nonprofit and philanthropic organizations in various stages of organizational development. Through this work, she has advised organizations in management and operations to strengthen their finance, human resources, and information technology infrastructures to become more efficient and realize their goals. She regularly coaches and trains nonprofit leaders in the areas of financial health and operational excellence. Dipty started her career at PricewaterhouseCoopers LLP with Fortune 500 clients, and spent several years performing domestic and international operations audits at Schering-Plough Corporation and Bristol-Myers Squibb Company. She was a Sparer Public Interest Law fellow on International Human Rights issues with the ACLU Women's Rights Project, and has worked with the Safe Harbor Asylum Law Clinic and Urban Justice Center. Dipty has served on the Board of Directors of the Third Wave Foundation and Manavi. She graduated from The College of New Jersey with a Bachelor of Science in Accounting. Dipty earned a J.D. from Brooklyn Law School. She also holds the Chartered Global Management Accountant (CGMA) awarded by the American Institute of Certified Public Accountants (AICPA). The CGMA demonstrates management accounting expertise, determination and commitment to achieving sustainable business success.

Gretchen Upholt, MPA
Consultant, Financial Management Associates

An experienced staff and program manager, Gretchen has expertise in training, capacity building, research, and program and volunteer management. Before joining the FMA team, Gretchen served as the head of the Volunteer Department at the Thabyay Education Network in Thailand. In that role Gretchen developed a strategic plan to improve monitoring and evaluation and program management in her department. She also served on the leadership team for the organization, where she reviewed and approved budgets for the organization's 22 programs and worked on a plan to restructure the organization's finance and operations staffing and systems.Before her work in Thailand, Gretchen served as a Community Development Peace Corps in Ukraine, where she designed project frameworks, wrote grants, and led a committee tasked with making funding decisions for USAID funded grants. With a widely diverse background, Gretchen also has experience working on the corporate citizenship team at the TCC Group, designing and implementing a pilot research study on nonprofit talent costs for the Talent Philanthropy Project, as a project manager with the Connecticut Coalition to End Homelessness, and as Chorus Manager for The Choral Arts Society of Washington. Gretchen holds a Masters of Public Administration in Public and Nonprofit Management from NYU's Wagner School of Public Service, where she was a Head Teaching Colleague for the core finance and management classes. Gretchen continues her relationship with Wagner as an Adjunct Teaching Colleague, teaching classes on a variety of topics, including budgeting, indirect costing, and financial statement creation and analysis. She received her Bachelors and Masters degrees in Arts and Cultural Management from American University in Washington, DC. She maintains her love of music as a chorister with The New York Choral Society and speaks Ukrainian and some Spanish and Russian.