Equitable Recovery Initiative: Performance Management

Learn about key concepts and best practices in financial performance management

About this Seminar

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

This workshop focuses the types of financial reports that should be generated and discuss how to identify and analyze key information contained in the reports. We will explore strategies for improved communication across functions and how to build a “team around the numbers” focused on financial results.  

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:

  • Financial reporting best practices for board, leadership, and staff 
  • Common Key Performance Indicators for nonprofits 
  • Strategies for improved communication across functions 


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.

Instructors

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.

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Speak With an Expert

Need expert advice? We're only an email or phone call away. Use this form to get in touch or call the Nonprofit Answer Hotline at the number listed below. You can also schedule a free, 15-minute appointment and we’ll match you with an in-house expert.








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CNM Nonprofit Hotline

Need expert advice? We’re only an email or phone call away. Use this form to get in touch or call the Nonprofit Answer Hotline at the number listed below.

You can also schedule a free, 15-minute appointment and we’ll match you with an in-house expert.








To select more than one item, hold Command on Mac or Control on PC.