Financial Literacy Intensive


Join us for a day of engaging activities where you will explore and (re)define success, financial priorities, and how your values fit into your organization’s financial statements. In the morning session, we will focus on increasing a) your financial literacy skills and b) engagement in financial decisions by going over four basic financial reports: Profit & Loss, Balance Sheet, Budget, and Cash Flow Projections. You will leave with a better understanding of how to create and read these reports and use them to answer your most common fiscally-oriented questions.

In the afternoon session, we will form small groups in a simulation exercise. With the guidance of facilitators, you will learn how to create and share your own Profit & Loss, Balance Sheet, Budget, and Cash Flow Statements together with your fellow participants. We will also have lots of fun sharing creative ways to better engage your other teammates in reading financial reports.