Nonprofit Capacity Building Series: Financials Q&A
Jan 15, 2025 3:00 PM
Session 3: Financials Q&A for Grant Applications: Navigating Budget and Balance Sheet Requirements presented by Brian Crowe,CPA, CGMA, CMA, Strategic Financial Partner to the Community Foundation and Finance and Accounting Consultant of Crowe Consulting Services
Wednesday, January 15, 2025
3:00 pm - 4:00 pm
VIRTUAL
NO-COST learning opportunitySession Description:
Join us for a comprehensive Q&A session designed to clarify the financial documentation required for your grant application. We’ll cover key elements including:
- Current Year's Budget: How to properly present your organization’s operating budget, detailing income and expenses for the current year.
- Previous Year’s Actual vs. Projected Budget: How to present a comparison of your organization's actual income and expenses against the projected figures for the prior year, highlighting variances and demonstrating financial planning and management.
- Profit and Loss Statement: The P&L should reflect your revenue and expenses of your most recent fiscal year.
- Balance Sheet: A new requirement for 2025! We’ll walk you through what should be included in your balance sheet, and why it's an essential part of your application. We’ll also address the important note that your balance sheet should be prepared within 75 days of the application deadline.
This session will provide clarity on these financial documents and help ensure your grant application is complete and accurate. Bring your questions and get ready to gain valuable insights into navigating the financial requirements for your grant application.
Speaker
Brian Crowe,CPA, CGMA, CMA, Strategic Financial Partner of the Community Foundation and Finance and Accounting Consultant of Crowe Consulting Services
Brian is a finance and accounting consultant uniquely qualified with 20+ years of professional experience advancing business intelligence and organizational effectiveness. He is a leader with significant experience designing and implementing change management throughout an organization. Brian's background is a mix of for-profit and non-profit knowledge in financial analysis, audit and tax preparation, compliance, internal controls, software implementation, and project management.
Prior to forming CCS, Brian served as the Chief Financial Officer at the Council on Foundations and the Sustainable Forestry Initiative. His strengths consist of a tenacious work ethic, reason-based decision-making, and direct communication. More importantly, his strongest asset is his ability to partner with people to simplify complex issues and unite individuals to solve problems.
Originally from Kentucky, Brian has a bachelor's degree in business administration with a minor in economics and a master's degree in accounting. He began his career in the banking industry, later transitioning to public accounting where he focused on consulting with and auditing financial institutions. Brian is a Certified Public Accountant in the District of Columbia where he has resided for the past eighteen years.
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