Equitable Recovery Initiative: Financial Planning

Learn about best practices for a well-designed budget process that facilitates programmatic, strategic, and fiscal discussions

About this Seminar

Spanish translation and interpretation services are available if requested at least 24 hours in advance of the event. 

A viable financial management strategy needs to address a vision for the future as well as incorporate an understanding of the past and present financial position of the organization. This workshop will help participants develop a well-designed budget process that facilitates programmatic, strategic, and fiscal discussions among the leadership team, resulting in a mission-driven budget.     

The Center for Nonprofit Management (CNM) and its partner BDO FMA are ready to assist organizations in accessing, applying for and managing current and upcoming American Rescue Plan (ARP) funding opportunities to serve LA County communities most impacted by COVID.  We are especially looking to engage BIPOC-led and BIPOC-serving organizations operating under a budget of $2.5M in this effort to ensure equitable access to funding.

Key focus areas for this workshop will include:

  • Types of budgets and levels of planning at an organization 
  • Implementing a comprehensive and inclusive financial planning process 
  • Identifying, allocating, and building indirect costs into program budgets to understand the real costs of program delivery 
  • Matching revenues with expenses to understand the profit or loss by program

Who Should Attend:
All staff members of LA County nonprofit organizations who are interested in learning more about preparing their organizations to apply for current ARPA contracting opportunities. This event is open to staff of nonprofit organizations looking to serve Los Angeles County communities most impacted by COVID. 

Virtual Seminar
Optimized for the virtual environment, this seminar will consist of presentations, group discussions, breakout group sessions, polls and short breaks. This is an opportunity to do a deep dive on a new topic and leave with tools that you can put in to practice immediately.


Liz Schaffer – Senior Manager, BDO FMA

Liz is a Senior Manager at BDO FMA. She provides interim fiscal management services to BDO FMA clients, and currently serves as the Interim C-level Finance Leader at Amnesty International USA, the world’s largest grassroots human rights organization.

Liz regularly coaches nonprofit leaders and helps organizations enhance their decision-making ability by improving the quality of their financial data and analysis. She has been a trainer at CompassPoint’s workshops and conferences and lecturer in Nonprofit Financial Management at The Haas School of Business and The University of San Francisco.

Katrina Venturina – Manager, BDO FMA

Katrina is a manager at BDO FMA and frequently serves as coach and advisor to grantees, provides financial planning and analysis assistance, and delivers on curriculum development for peer exchange workshops and convenings. Prior to joining BDO FMA, Katrina spent a decade in the nonprofit sector, beginning her career as a Research Coordinator at Weill Cornell Medicine, and was most recently a Program Associate in the Medical Research program at the Doris Duke Charitable Foundation where she participated in managing a $70 million grant portfolio.

Katrina is on the board of Kundiman, a nonprofit organization dedicated to uplifting Asian American writers and literature, and is on the finance and audit committee of Dance/NYC, a hub for knowledge, practice and performance of dance with a focus on justice, equity and inclusion in New York City.

Katrina holds a M.S. in Fundraising and Grantmaking from New York University, and a B.A. in Spanish for International Services with a Minor in Philosophy from The Catholic University of America. Her volunteer activities include multiple pro bono consulting engagements with nonprofits through CatchaFire, service on Grants Advisory Committees for the New York Women’s Foundation, and holding the Co-Chair role of the Grants Administration Working Group of the Health Research Alliance. She is fluent in Spanish and conversational in Tagalog.


Sign up for CNM's eBlasts

Required *