Course Listings

Finance

CompassPoint’s finance courses prepare staff and board members to develop quality budgets and financial reports and to use those reports to make strategic, financially sound decisions. Our courses expand on the concepts from our book Financial Leadership: Guiding Your Organization to Long-term Success, (Fieldstone) and focus on the realities of the community-based nonprofit business model—from successfully managing grants and contracts to finding meaningful ways to engage staff and board in financial planning and oversight. We provide training opportunities for the nonprofit bookkeeper or finance manager as well as one for other managers, executives, and board members who need to build financial literacy and strengthen their financial leadership skills.

Check out our new Nonprofit Budgeting Series!

CompassPoint's finance faculty includes CEO Jeanne Bell, Director of Operations Sarah Gort, Senior Project Director Marissa Tirona, and Project Director Shannon Ellis.

All Locations

Finance Directions Link Custom text Dates Location Register
Budgeting for Programs, Grants, and the Organization http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

07/12/2013 Oakland
Clinic for Nonprofit Sustainability: Making the Hard Decisions for Financial Viability http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

06/14/2013 Oakland
Clinic: Building Your Organizational Budget in Excel http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

07/29/2013 Oakland
Clinic: Developing Your Organizational Budgeting Process http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

07/19/2013 Oakland
Financial Leadership http://maps.google.com/?q=330 Twin Dolphin Drive+Redwood City,+California+94065
San Mateo Sobrato Center
330 Twin Dolphin Drive

Redwood City, California 94065

[directions]

06/11/2013 Redwood City
Introduction to Bookkeeping in Nonprofit Organizations http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

06/04/2013 Oakland
Introduction to Nonprofit Finance http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

07/15/2013 Oakland
JUST FOR BOARD MEMBERS: What’s Our Role in Financial Sustainability? http://maps.google.com/?q=500 12th St.+Oakland,+California+94607
CompassPoint
500 12th St.
Suite 320
Oakland, California 94607

[directions]

08/15/2013 Oakland

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Contact us at info@compasspoint.org.