Annual Budget and Operations Preparation and Planning

September 30, 2021



Date:  Thursday, September 30, 2021

Time: 9:00AM-11:00AM

Location: Virtual via Zoom


A good budgeting process engages everyone who is responsible for implementing its priorities. It can get complicated as budget development and decision-making are driven by mission, financial need, opportunities and the Board’s fiduciary responsibilities for monitoring and oversight. The process should include enough time for review of strategic priorities and allow for review, feedback, and revisions.

Once a budget is in place – how do you manage this “living, breathing” document? As we have learned over this past year, things can change and having a good budget as a foundation can assist us with both navigation in the current period and adaptation for future sustainability.

In this session, we’ll cover:

  • The 6 P’s of budgeting
  • Knowing ourselves – the sources of our revenue
  • Mapping our year – the good, the bad and the ugly
  • Thinking strategically-the impact of current decisions on future periods

About The Presenter

Kelly Mathews, Chief Operating Officer, Sr. Vice President, Financial Management Group

Kelly has served nonprofit organizations for 24 years. Since 1998, she has led NYCON’s Financial Management Group, providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State, both directly and via partnerships with New York State agencies and foundations. She also serves as NYCON’s Chief Operating Officer, providing leadership on NYCON’s organization-wide initiatives, public policy and infrastructure. Kelly’s areas of expertise include accounting information systems analysis, selection, conversion, implementation and training; fiscal procedures and internal control assessment and documentation; reporting and compliance assessment; the IRS form 990 and tax exempt issues and board/staff training and facilitation regarding nonprofit financial management, sustainability, reporting, and governance structures.

Kelly also serves two of NYCON’s wholly-controlled nonprofit affiliates in an executive capacity. As Executive Director of Good Causes, Inc. (formerly Innovative Charitable Initiatives, Inc.), she leads the organization’s provision of fiscal sponsorship and employment and administrative services to emerging nonprofit organizations, programs in transition, collaboratives and consortiums nationwide. She also serves as Chief Operating Officer of BoardStrong, Inc. (formerly Governance Matters, Inc.). Kelly’s professional affiliations include membership in the American Institute of Certified Public Accountants, the Alliance for Nonprofit Management, and the New York State Society of Certified Public Accountants, for whom she has served on its Not-for-Profit Committee since 2001 and co-chaired its Nonprofit Conferences in 2006, 2007, 2008, 2015-2017 and chaired in 2016.

Kelly is also a member of many organizations that steward the mountains, waterways, and animals she loves.


Register for this course by adding to the cart and checking out. Your registration is for a single participant, if you would like to register 5 or more participants please contact Kaitlyn Giles for a group rate or for any questions regarding registration.

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