Cash is Mission: Nonprofit Budgeting and Forecasting Essentials (Virtual)
Virtual
Event Details
Register Now for:
Cash is Mission: Nonprofit Budgeting and Forecasting Essentials
Date: February 26th @ 12:00 pm – 1:00 pm ET
You already know your nonprofit needs a budget and a forecast, but are you truly using them as powerful tools to manage your cash, steer your mission, and make smarter operational decisions? This session reframes budgeting and forecasting as essential elements of cash management, giving you practical insight into who should be involved, the nonprofit-specific factors that matter most, and how these planning tools work together to keep your organization sustainable and mission‑focused.
Who Should Attend: Nonprofit executive leaders, board members, and individuals who manage or provide financial services for nonprofit organizations.
Learning Objectives:
- Differentiate between a budget and a rolling forecast and explain how each informs cash planning.
- Apply nonprofit financial considerations to mission‑aligned budgeting and forecasting.
Participants will earn 1.0 CPE credit in Finance.
To receive credit, attendees must respond to the required number of pop-up questions asked during the program. Once registered, you will automatically receive access to the webcast recording and, if you qualified for CPE, have the ability to download your certificate.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Finance
Refunds and Cancellations: There is no fee to attend this program. In the rare event that YPTC needs to cancel the webinar due to circumstances beyond our control, all registrants will be notified via email and provided with alternative dates the program will be offered. For more information regarding refund, complaint, and program cancellation policies, please visit https://www.yptc.com/training-policies/
Your Part-Time Controller, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Speakers:
Jennifer Blasy
Manager, Your Part-Time Controller, LLC
Jennifer Blasy, CPA, joined YPTC in 2021 and is a client Manager in the Philadelphia market. She is a nonprofit accounting professional with a broad range of experience in audit, forensic accounting, consulting, and nonprofit accounting leadership. In her role as a nonprofit Controller, she has managed multi-million-dollar annual operating budgets with a focus on budgeting and financial statement analysis as well as cash, investment, banking, and risk management. As a former auditor and certified fraud examiner, Jennifer led and assisted in a variety of forensic accounting and litigation support services, including investigation of allegations of fraud and violations of generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS). Jennifer has volunteered with several community organizations and is a graduate of Villanova University. She also frequently presents at both internal training and external events, with past appearances for the Pennsylvania Institute of CPAs (PICPA), the National Association of State Charity Officials (NASCO), and other organizations.
Carole Santilli
Manager, Your Part-Time Controller, LLC
Carole Santilliis a Certified Public Accountant who began her career in public accounting as an auditor with Goldenberg Rosenthal LLP (now Eisner Amper LLP). She has been a Senior Executive providing financial, accounting and operational leadership in the professional services, non-profit and private sectors. Ms. Santilli joined Your Part-Time Controller, LLC in 2018 and was named Manager in 2020. Her experience includes combining cross-functional competencies in managing operational objectives in forecasting, budget creation, financial reporting, GAAP and audit preparation for legal service programs, higher education, human services agencies, and youth & educational development programs. Ms. Santilli graduated from Drexel University with a Bachelor of Science in Business Administration. She frequently presents nonprofit accounting best practices internally and externally to YPTC, including presentations for AICPA and CIMA, and the Wharton Business School.
