Financial forecasting
This module focuses on understanding nonprofit finance and budgeting, projections, and sustainability planning. Participants will strengthen their financial capacity, learn how to develop realistic budgets that align with strategic priorities, and use financial data to inform decision-making. The session will also explore tools for forecasting and long-term financial sustainability, helping organizations plan for growth and navigate funding uncertainties.
DATE
Friday, July 24, 2026
TIME
10:00 am - 11:30 am CST
VENUE
PRESENTERS
Managing Director at Envoy
Salomon Moreno-Rosa
Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform nonprofit operations, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.
Alejandra Piers-Torres
Manager at Envoy
Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.
Rothschild Toussaint
Associate at Envoy
Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.
Session Agenda
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Welcome & Ice Breaker​
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Review of Last Module​
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Module 8 recap
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Guest Speaker​
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Breakout / Discussion​
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Closing and Next Steps​
Resources
Pricing Calculator
This financial planning tool is designed to help early-stage businesses project their income, expenses, and cash flow over a set period (typically 3–5 years). It usually includes sections for revenue forecasts, cost of goods sold, operating expenses, capital expenditures, funding sources, and break-even analysis. This template supports strategic decision-making, investor presentations, and loan applications by providing a clear, data-driven view of a startup’s expected financial trajectory.
This spreadsheet is a planning and management tool used to monitor project progress, timelines, and resource allocation. It typically includes sections for task names, start and end dates, responsible parties, completion status, and budget tracking. This type of tool helps teams stay organized, assess performance against milestones, and ensure that projects are completed on time and within budget.