C05 Session: Telling Your Story in Numbers

Sponsored by Corporate Alternatives

Telling Your Story in Numbers: The Essentials of Financial Presentation

Saturday, July 16 11:30am - 12:30pm

Track: Financial Management and Information Technology

Presenter

Jennifer Lammers, Fiscal Management Associates, LLC

Brief Description

While few would argue that you can really judge a charity’s impact “by its numbers alone”, increasingly, donors, regulators, charity watchdogs, and even the media, are looking to nonprofit financial documents for information on which to base important decisions and headlines. Making the most of these documents is essential to gaining and maintaining the public trust, securing support, and protecting your organization’s reputation. This session will review the simple steps every organization can take to improve financial communication and use their audit, 990, and informational websites like Guidestar to tell their story.

About the Presenter

Jennifer Lammers, Fiscal Management Associates, LLC

Strategy Consultant and Lead Trainer at Fiscal Management Associates, LLC (FMA), Jennifer brings an in-depth knowledge of the not-for-profit sector, with a focus on financial accountability, management training, and program design. An independent consultant, Jennifer’s recent clients include the Better Business Bureau of Metro NY, for whom she produced “What We Learned: The Philanthropic Response to September 11th”, a report based on a series of meetings on the charitable response to the attacks on the World Trade Center; and the New York Regional Association of Grantmakers, for whom she developed an educational program for financial advisors seeking to incorporate philanthropy advisement into their practices. Formerly, she was vice president and director of the New York Philanthropic Advisory Service for the Better Business Bureau, one of the largest charity watchdog and donor education programs in the country. Among her many responsibilities there, she managed the annual evaluation of over 1000 New York charities and developed the National September 11th Charity Database. Jennifer has been a guest lecturer at major universities, and speaks regularly at conferences, before industry groups, and to the media on a range of industry topics, including nonprofit finance, accountability, and ethics. Her latest article, “Know Your Ratios? Everyone Else Does“ appeared in the Spring 2003 issue of Nonprofit Quarterly. Jennifer completed two terms as vice president of the Alliance for Nonprofit Governance, a collaborative association of nonprofit professionals and organizations dedicated to strengthening the nonprofit sector through strong board leadership. Jennifer holds a Masters of Public Administration from New York University, and received her Bachelor of Arts from the University of Chicago.

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