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UNA - Financial Leadership Series

Wednesday, April 1, 2026
11:00 am12:00 pm

UNA is partnering with the Montana Nonprofits Association to bring you this six-week course and sharpen your ability to lead the financial management of your organization.

You will learn best-practice fundamentals to lead your organization with confidence on topics like budgeting, cash management, cost/benefit analysis, and more! MNA will provide you with a comprehensive set of Excel tools and templates to simplify and enhance your ability to monitor, analyze, and report your financial condition. These tools, when combined with your usual accounting software, offer you the visualization and functionality of a much more sophisticated (and expensive) software.

Because we believe that teams learn better together, when you purchase online learning from MNA, your whole team gets access to the course, it’s content, and the recordings. Bring along your best work buddy, your new volunteers, your board chair, or the whole crew!

Course Schedule:

Wednesdays April 1 – May 6 | 11:00 am – 12:30 pm

April 1st | Financial Strategy and Goal Setting
April 8th | Understanding Financial Statements | Tool Offered: Ratio Analysis Template
April 15th | Planning and Budgeting for Success | Tool Offered: Budget Building Template
April 22nd | Monitoring Financial Performance | Tool Offered: Budget Performance Template
April 29th | Monitoring and Managing Cash | Tool Offered: Cashflow Management Template
May 6th | Analyzing True Project Costs/Benefits | Tool Offered: Cost/Benefit Analysis Template
Attendees will have access to all session recordings and resources for six months after the conclusion of the course.
Cost:

$165 for UNA Members
$330 for nonmembers

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