Coaching Cohort: Crafting Engaging Financial Presentations
Register for the Coaching Cohort here.
This Fall 2024 Coaching Cohort is open to anyone who presents financial information in any setting including non-profits, cooperatives, small businesses, and volunteer boards.
Session Information:
- 8 participants maximum
- 5 sessions, 2.5 hours each, on Thursdays in November and December
- Session Dates (all at 10am-12:30pm PT / 11am-1:30pm MT / 12-2:30pm CT / 1-3:30pm ET):
- November 7th
- November 14th
- November 21st
- December 5th
- December 12th
The Coaching Cohort is designed for those who regularly present financial information to their teams or organization, and who thrive in group learning spaces. The main focus of our time together is to utilize skills learned from previous Cosmos workshops in a supportive environment and apply them to the current needs of your organization. This is a learning-through-doing space, with a maximum cohort size of 8 participants, ensuring quality time and attention for each participant.
This Coaching Cohort provides the opportunity to be coached through the process of creating and presenting financials through hands-on practice. Each participant will create a customized presentation for their organization. For example: Budget presentation for your board, staff or community members; a monthly Financial Check-in Meeting presentation; Scenario Planning for an upcoming Budget decision; a Cash Flow Projection to create Reserves targets; assessing Budget versus Actuals for your board, leadership team or staff.
This series will be most applicable for those who have a financial role in an organization, such as: Treasurer, Finance Director/Manager/Coordinator, Program or Operations Manager/Director/Coordinator, Co-/Executive Director, and others who present financial reports.
Participants will need to come prepared with a Budget (can be last year, current year or a draft of next year) split out month by month and access to other relevant financial reports.
Learning Goals:
Increase the skills of
- Facilitating and presenting financial information
- Creating engaging and understandable financial reports
- Receiving and incorporating feedback from peers
- Discerning what financial information is relevant to specific teams, groups and/or conversations
Register for the Fall 2024 Coaching Cohort here.