Finance Friday 6/14: Building a Financially Healthy Non-Profit with 3 Key Goals

All Organizations strive to be financially healthy but what does that actually mean and how do you know if your organization enjoys fiscal stability?

This workshop will discuss three elements of a healthy non-profit. Most of the session will look at revenue diversity and cash reserves and encourage group collaboration as we explore these topics. Knowledge of these alone is not sufficient, a reliable accounting system that produces financial statements that you and your board understand and can use to make key decisions to run your organization is also a critical. We will touch on what it means to have accurate financials and how you know if you do or do not.

An extended in-person hands-on version of this training will be available as part of Nonprofit Summer Camp July 17th in Randolph! Learn More.

About the Speaker:

With her strong and diverse background with non-profits, Wendelyn Duquette’s client list includes numerous non-profit organizations because she understands their need to simplify their bookkeeping tasks. As a former educator, Wendelyn is also deeply committed to teaching her clients to clearly understand their financials so they can make the best and most informed decisions. She is committed to staying abreast of the latest accounting technology to assist in her work with clients by attending 2-4 national conferences annually. In addition to her QuickBooks certifications—each one representing her extensive knowledge of QuickBooks and its related products—Wendelyn also completed several degrees, including a BS in Education from the University of Vermont, a BA in Geology also from UVM, and an MS in Organization & Management from Antioch/New England. She is a professional software trainer, a member of the QuickBooks ProAdvisor’s Program, a former bookkeeper, and a financial manager.

She’s a member of the Women Business owner’s Network, Vermont Businesses for Social Responsibility and Revitalizing Waterbury. She currently sits on the board of two family foundations. Past boards include Stowe Performing Arts, The Vermont Women’s Fund, Waterbury Citizens for Responsible Growth, and the Mallett’s Bay Boat Club. In 1994, Wendelyn helped establish the Vermont Women’s Fund in support of the economic and social equality of women and girls in Vermont and was active in raising The Funds $2 Million endowment.

Register Today! (Deadline 6/13)

Click here to see her and other trainers in previous Finance Friday Videos!