[11/14/2024] Collaborative Budgeting: How to Build a Budget Efficiently, Equitably, and Successfully

Please note: The purchase is for 12 months access.

Live on November 14th, 2024: 1:00pm to 2:30pm Eastern

*an email from Zoom will be sent as we get get closer to the live event.

Click here for answers on Frequently Asked Questions.

Your annual budget is a reflection of your organization's values. Although many organizations are committed to centering equity in their work, budget decision-making is often still in the hands of just a few people. Attempts to make the budgeting process more transparent, accessible, and equitable can quickly run into challenges because the tools are not designed for that purpose. Complicated spreadsheets are often unintelligible to non-finance staff and prone to mistakes.

But it doesn’t have to be that way. NPQ is pleased to welcome back Ananda Valenzuela, consultant and interim executive director, who will be joined by Alicia Radford, CPA. They will present an in-depth session on building a collaborative budgeting process using a free budgeting tool developed by RVC Seattle.

The session will cover:

• Aligning your budgeting process with your mission and strategic priorities

• Clearly explaining to all staff how budget decisions will be made

• Sharing power by involving more staff in budget drafting and review

• Creating a realistic budget development timeline and process

• Using the budgeting tool to set up your organization’s budget

This session is ideal for people in charge of managing the annual budgeting process at their organizations.

Presenters:

Ananda Valenzuela

Alicia Radford, CPA

FAQ Page