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Budgeting, Forecasting, and Reporting: A Plan for Financial Success

For your convenience, you can download the webinar slides here.

Is your nonprofit’s budgeting process confusing, inefficient, and often ineffective? Do you have the financial reports needed to manage and guide your organization?

This on-demand webinar presents best practices to ensure that your budget becomes a valuable tool that guides your organization to success. We share different budgeting methodologies, identify key areas of risk in the budgeting process, and discuss how to break down your budget into actionable goals. We also walk through the importance of creating ongoing forecasts to ensure your strategic goals are within reach. And we teach you how to automate both the budgeting and forecasting cycle to provide your organization with rapid decision-making capabilities.

Watch this on-demand to learn how to:

  • Identify the different types of budgeting methodologies and which ones are the most effective
  • Build your budget for success
  • Understand the difference between budgeting and forecasting and why your organization needs both
  • Review and understand the budget vs. actuals and the importance of this report


Don Needs | Chief Financial Officer, Jitasa

Boyd Orr | CFO Strategic Advisor, Jitasa

Jon Osterburg | Chief Operating Officer, Jitasa

About the Author

Tammy Tilzey is the Client Marketing Manager - Nonprofits, which encompasses intuitive grant management solutions designed to increase the efficiency and funding success of nonprofits. She particularly enjoys working and collaborating with passionate clients and coworkers. Tammy holds a B.S. degree in Computer Science from Montana State University and has held development, marketing, and services leadership roles at several growing software companies. In her role at Foundant Technologies, Tammy is able to further our mission to maximize the impact of the philanthropic community. What could be better than that? Tammy serves as membership chair for the Grant Professionals Association’s Idaho Chapter and also serves as Board Secretary for the Grant Professionals Certification Institute (GPCI).

Profile Photo of Tammy Tilzey