Planning for a New Budget Year
Details
About the event
A comprehensive overview of nonprofit financial best practices and upcoming accounting changes led by an experienced nonprofit accountant. Learn essential controls for oversight, budget management strategies, general Q&A tax advice for independent contractors, and how to build an effective finance committee. Participants will review real-world examples and receive practical templates for financial oversight.
Additional Information
This event is part of the Learning Hub program Executive Director Learning Circle. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
Meet the people leading the conversation
Ross Chaney
Ross Chaney
Ross Chaney is a seasoned nonprofit and business consultant who specializes in strategic planning, writing, executive coaching, and applications of AI for nonprofits and small organizations. He has 20 years of experience in northern New Mexico nonprofit and public service, working across different leadership roles and diverse sectors. Ross’ experience includes:
- Coaching for ED’s and program staff for leadership development
- Governance, organizational development, operations and strategy
- Policy issues, program/operations expansion or reduction
- Budgeting and finance coaching
- Reviewing grant proposals, reports, and other documents
- Exploring the potential of AI for your organization
- Extensive knowledge of Native American and NM culture
Marsie Silvestro
Marsie Silvestro
Marsie Silvestro brings four decades of expertise to her roles as an intuitive and dynamic Executive Director, Board and Staff Trainer, Group Retreat Facilitator and Mentor. Her leadership experience spans work on both the local and national levels. She is proficient in the Appreciative Inquiry Strategic Model which focuses on identifying an organization's strengths through individual and group interviewing progresses that honors what has been done, creates transformative collective dreaming and creating effective solution based and accomplishable work plans that will move an agency toward growth and a new pathways toward a successful mission.
Marsie believes that no matter what someone’s position is in an agency or the community, all are needed to steer towards a future that elevates the voices and needs of those they serve, as well as ensures that staff and board members feel heard, listened to, included, and appreciated as a thread in the web of service and safety.
Meet the people leading the conversation
Ross Chaney
Ross Chaney
Ross Chaney is a seasoned nonprofit and business consultant who specializes in strategic planning, writing, executive coaching, and applications of AI for nonprofits and small organizations. He has 20 years of experience in northern New Mexico nonprofit and public service, working across different leadership roles and diverse sectors. Ross’ experience includes:
- Coaching for ED’s and program staff for leadership development
- Governance, organizational development, operations and strategy
- Policy issues, program/operations expansion or reduction
- Budgeting and finance coaching
- Reviewing grant proposals, reports, and other documents
- Exploring the potential of AI for your organization
- Extensive knowledge of Native American and NM culture
Marsie Silvestro
Marsie Silvestro
Marsie Silvestro brings four decades of expertise to her roles as an intuitive and dynamic Executive Director, Board and Staff Trainer, Group Retreat Facilitator and Mentor. Her leadership experience spans work on both the local and national levels. She is proficient in the Appreciative Inquiry Strategic Model which focuses on identifying an organization's strengths through individual and group interviewing progresses that honors what has been done, creates transformative collective dreaming and creating effective solution based and accomplishable work plans that will move an agency toward growth and a new pathways toward a successful mission.
Marsie believes that no matter what someone’s position is in an agency or the community, all are needed to steer towards a future that elevates the voices and needs of those they serve, as well as ensures that staff and board members feel heard, listened to, included, and appreciated as a thread in the web of service and safety.
Meet the people leading the conversation
Understanding Financial Documents
This program is presented in partnership with the Taos Community Foundation.
Confused by financial statements? You're not alone. Featuring guest speaker Alberto Granados, Director of Finance at The Nature Conservancy in New Mexico, this practical workshop demystifies nonprofit financial documents and strengthens your ability to provide meaningful financial oversight as a board member.
Fundraising Immersion Session Five
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
Funder Panel
Connect with diverse funders from Santa Fe Community Foundation, Anchorum Health Foundation, Con Alma Health Foundation, McCune Charitable Foundation, and NewMexicoWomen.org in an intimate setting to understand their priorities and decision-making processes. This panel discussion will provide insights into effective grant writing, relationship building, and aligning organizational goals with funder interests. Includes Q&A time for specific funding questions.
