Training details

calendar_today Wednesday, September 12, 2018

access_time 10:00 am - 12:00 pm ET

place Candid
32 Old Slip
24th Floor
New York, NY

attach_money Free


How to know where you are, not just what you do!

If you are looking only at the total bottom line, you are missing a lot of the story of what your organization’s financial statement is telling you. This workshop will show you how to interpret financial information to determine the health of your nonprofit. You will learn how to take your organization’s vitals as we discuss liquidity, profitability, and solvency as it relates to your financial statements. Understanding the numbers on the pages will give you a more accurate pulse of your organization. Has your nonprofit had a financial check-up lately?

This session is being facilitated by Nancy E. Kelly, CPA, MST, CFE, RN. Nancy Kelly is the Co-Managing Partner and founder of DavisKelly, LLC, a certified public accounting firm that specializes in not-for-profit auditing and assurance. With over 20 years of experience in the field, Nancy is frequently asked to speak at conferences and conduct training sessions for the nonprofit community. She was an adjunct professor at NYU teaching Not-For-Profit Financial Management. Prior to her career in accounting, Nancy spent 7 years as a registered nurse in the operating room at a Boston hospital.

Presented in collaboration with the Association of Nonprofit Specialists

Sponsored by JMT Consulting


  • Determine the financial health of your organization
  • Understand more about liquidity, profitability, and solvency

Intended audience

  • Intermediate
  • Board members
  • CEOs, executive directors, upper management
  • Fundraising & development staff
  • Grant writers
  • Program directors and staff


Nancy Kelly, CPA, MST, CFE, RN Co-Managing Partner & Founder DavisKelly, LLC


Management Finances

By enrolling in this training, you agree to grant Candid permission to document this session with photography, film, and/or video. Material captured may be used in future publications, brochures, or other printed materials used to promote Candid. Please inform instructor if you do not agree to these conditions.