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X-WR-CALDESC:Events for UST Education
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DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260717T184044Z
CREATED:20260713T174323Z
LAST-MODIFIED:20260717T184044Z
UID:10000909-1785243600-1785247200@usteducation.org
SUMMARY:Top 10 Mistakes NFP Finance Teams Make in Reporting and Planning
DESCRIPTION:Course Description:  \nNonprofit finance teams are expected to deliver faster insights\, support strategic decisions\, and do more with limited resources. This webinar will examine the ten most common reporting and planning mistakes organizations make—from disconnected data and spreadsheet dependency to ineffective board reporting and static budgets—and share proven best practices that help finance teams improve accuracy\, efficiency\, and decision-making. \n  \nLearning Objectives: \nIdentify the 10 most common reporting and planning mistakes nonprofit finance teams make and understand why they occur.\n \nApply practical best practices to improve budgeting\, forecasting\, financial reporting\, and board reporting without increasing administrative effort.\n \nEvaluate ways to reduce reliance on spreadsheets\, improve data accuracy\, and create a single source of truth for financial and operational reporting.\n \nExplore how modern planning and reporting processes can provide greater visibility\, support better decision-making\, and increase organizational agility.\n \nApply actionable ideas immediately to strengthen your organization’s financial planning and reporting processes\, regardless of your current systems.\n \n 
URL:https://usteducation.org/event/top-10-mistakes-nfp-finance-teams-make-in-reporting-and-planning-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95535516552
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/07/CoreyRose26.png
ORGANIZER;CN="Corey Barak":MAILTO:cbarak@solverglobal.com
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260216T152331Z
CREATED:20260213T174336Z
LAST-MODIFIED:20260216T152331Z
UID:10000878-1790082000-1790085600@usteducation.org
SUMMARY:Building a Culture of Inclusion Through Budgets\, Financial Reporting and Communication
DESCRIPTION:Course Description:  \nIn this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment\, engaging staff with rolling projections and looking forward\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above. \n  \nLearning Objectives: \n\nEmploy tactics to better connect project managers and staff with the budgeting process.\n \nCreate an inclusive culture to facilitate a better budgeting process\n \nDevelop and document more accurate budget projections.\n\n \n 
URL:https://usteducation.org/event/building-a-culture-of-inclusion-through-budgets-financial-reporting-and-communication-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92190428486
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260216T152347Z
CREATED:20260213T173842Z
LAST-MODIFIED:20260216T152347Z
UID:10000877-1794488400-1794492000@usteducation.org
SUMMARY:Using Pipeline Reports to Navigate Funding and Improve Sustainability
DESCRIPTION:Course Description:  \nFor nonprofit organizations\, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation\, analysis\, and strategic application of pipeline reports\, which track and project incoming revenue from all sources\, including grants\, major gifts\, individual donors\, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages\, accurately estimating close rates\, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget\, guide strategic decisions about program expansion\, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact. \n  \nLearning Objectives: \n\nDesign a Pipeline: Structure a comprehensive funding pipeline that incorporates various revenue streams (grants\, individual giving\, etc.) into a single\, cohesive reporting system.\n \nForecast Revenue: Utilize pipeline metrics\, such as close rates and average gift size\, to generate accurate and reliable revenue forecasts for the current and subsequent fiscal years.\n \nIdentify Funding Gaps: Analyze pipeline reports to proactively identify potential shortfalls or high-risk areas in future funding and develop contingency plans.\n \nCommunicate Sustainability: Leverage pipeline reports to effectively communicate the organization’s current funding trajectory and long-term sustainability outlook to the board\, staff\, and external partners.\n\n \n 
URL:https://usteducation.org/event/using-pipeline-reports-to-navigate-funding-and-improve-sustainability-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95678306303
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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