Budgeting 101: Building a Financial Foundation for Success
Effective budgeting is crucial for nonprofits to manage resources, achieve their mission, and ensure long-term sustainability.
This course is designed to help nonprofit professionals understand the fundamentals of budgeting, from creating a solid financial plan to monitoring expenses and maximizing impact. Learn how to allocate resources strategically and make informed financial decisions that support your organization’s goals.
Learning Objectives:
Understand the basic components of a nonprofit budget and their importance for financial health.
Learn how to create a realistic and mission-aligned budget that supports organizational goals.
Explore strategies for tracking and managing income, expenses, and cash flow effectively.
Gain skills to adjust budgets based on changing circumstances and organizational needs.
Develop techniques for presenting your budget to stakeholders, including board members and funders.
Who Should Attend:
Executive Directors and Senior Managers
Finance and Accounting Staff
Program Managers and Coordinators
Board Members
Development and Fundraising Professionals
John is a transformational leader with a proven track record in corporate and non-profit organizations as well as start-ups across multiple industries. His investment banking career spanned over two decades, focusing on sell-side advisory as well as strategic and operations consulting, before devoting the last decade to non-profit work.John is privileged to leverage his C-level experience in operations, finance, strategic planning, and turnarounds to serve as CFO for Santa Ana-based KidWorks, a non-profit serving at-risk youth from Pre-K to college with the mission to develop confident, self-reliant adults who are equipped for the workforce and motivated to give back.
Prior to joining KidWorks, he served as the COO and CFO of one of Southern California’s largest non-profits, Illumination Foundation, which provides healthcare and housing services to the most vulnerable individuals experiencing homelessness. John was recognized as the 2024 Orange County Business Journal Non-Profit CFO of the Year for his impact on and contributions to the non-profit community.
John has also served as CFO and Senior VP of Corporate Strategy for Dayton, Ohio-based investment management firm Beacon Capital Management with over $5 billion in assets under management. He has been the co-founder and/or CFO of several technology start-ups in edtech, fintech, and social media. Finally, John serves as a trustee for a multi-county, high-performing charter school network dedicated to providing students in underserved and high-risk neighborhoods access to high-quality education.
John holds a Bachelor of Arts in English w/ a minor in History from the University of California, Irvine and earned his Master’s in Business Administration with a dual concentration in Finance and Marketing from the USC Marshall School of Business. John, his wife, and two children are active in their church and cherish advocating for the least, lost, and last with their time, talent, and treasures through philanthropic and humanitarian aid organizations such as World Vision International, OneChild, and Hope for Haiti.
Foundations of Nonprofit Financial Management
Managing finances is a critical skill for nonprofit professionals, yet it can often feel overwhelming.
"Foundations of Nonprofit Financial Management" is designed to provide you with a clear understanding of essential financial practices tailored to the nonprofit sector. This course covers everything from budgeting and financial reporting to compliance and transparency, empowering you to manage your organization’s resources effectively and with confidence. Whether you're a new leader or simply looking to refresh your financial knowledge, this course will give you the tools needed to ensure financial sustainability and stewardship.
Learning Objectives:
Understand the key principles of nonprofit financial management, including budgeting, accounting, and cash flow management.
Learn how to read and interpret financial statements to make informed decisions that support organizational growth and stability.
Explore best practices for maintaining financial transparency and compliance with nonprofit regulations and reporting requirements.
Gain practical skills to create a sustainable financial strategy, ensuring long-term impact and organizational success.
Budgeting 101: Building a Financial Foundation for Success
Effective budgeting is crucial for nonprofits to manage resources, achieve their mission, and ensure long-term sustainability.
This course is designed to help nonprofit professionals understand the fundamentals of budgeting, from creating a solid financial plan to monitoring expenses and maximizing impact. Learn how to allocate resources strategically and make informed financial decisions that support your organization’s goals.
Learning Objectives:
Understand the basic components of a nonprofit budget and their importance for financial health.
Learn how to create a realistic and mission-aligned budget that supports organizational goals.
Explore strategies for tracking and managing income, expenses, and cash flow effectively.
Gain skills to adjust budgets based on changing circumstances and organizational needs.
Develop techniques for presenting your budget to stakeholders, including board members and funders.
Who Should Attend:
Executive Directors and Senior Managers
Finance and Accounting Staff
Program Managers and Coordinators
Board Members
Development and Fundraising Professionals
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
Maintaining Your Books - Tax Prep for Your 990
Ensure your nonprofit stays compliant and financially sound with our course, "Maintaining Your Books: Tax Prep for Your 990”.
This essential training is designed to demystify the often-overwhelming process of preparing your Form 990. You’ll learn how to maintain accurate financial records, prepare necessary documentation, and understand the requirements of the IRS. With expert guidance, you’ll walk away equipped with the skills to effectively manage your bookkeeping and confidently file your 990, minimizing the risk of audits and ensuring your nonprofit remains in good standing. Join us to streamline your financial processes and empower your organization for success!
Learning Objectives:
Gain insight into the various sections of Form 990, including financial statements, governance, and compliance issues, to ensure a thorough understanding of the form's requirements.
Identify the essential documents required for completing Form 990, including financial reports, budgets, and board meeting minutes, ensuring that you have everything in order before filing.
Learn best practices for maintaining your nonprofit financial records throughout the year, enabling you to prepare for tax season with confidence and ease.
Understand the common mistakes nonprofits make when preparing their 990 and learn strategies to avoid them, ensuring your organization stays compliant and reduces the risk of penalties.
Meet Your Trainer:
Annamarie Licina, an Enrolled Agent, specializes in tax preparation, small business accounting, and financial planning. She earned her BS in Business Administration, focusing on Management and International Business, with a minor in Leadership and Organization Studies from Chapman University. Annamarie volunteers as a Big Sister with Big Brothers Big Sisters and enjoys teaching financial literacy to youth. She joined OneOC in 2020, where she combines her passion for accounting and nonprofit support.
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principals and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
Meet Your Trainer:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
Marketing on a Shoestring Budget
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Insurance and General Liability
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Diversifying Revenue Streams
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Endowments
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EQ VS IQ
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Financial Sustainability
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Grants Management
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GrantStation
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Introduction to Nonprofit Financial Management
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Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principles and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements such as a balance sheet and income statement, as well as how to understand the true importance of proper budget planning. If you are looking for a refresher or are new to financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
MEET YOUR TRAINER:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Meet The Funder: Orange County Community Foundation
What is “Meet the Funder”?
"Meet the Funder" is an exclusive event designed to bring nonprofit leaders together with leading funders to foster meaningful connections, share insights, and explore funding opportunities. This series is your chance to hear directly from funders about their priorities, application processes, and how they support nonprofit missions like yours.
Why Attend?
Insights: Gain insider knowledge about Orange County Community Foundations funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Featured Funder: Orange County Community Foundation
We’re excited to announce Orange County Community Foundation as our highlighted funder for this session. Join us to learn about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to secure support for your work.
Elaine Chen, Director of Donor & Community Engagement
Elaine comes to OCCF with more than 20 years of experience managing teams both in the corporate and nonprofit sectors managing Corporate Social Responsibility and Sustainability Teams. She has expertise in program development, managing diverse teams that drive and sustain business practices as well as managing several stakeholder groups from employees to community partners. As a Philanthropic Advisor, Elaine manages relationships with a portfolio of donor-advised fund holders to facilitate their grant-making and foster their engagement in philanthropy and assist in deepening fund holders’ understanding of the impact and sustainability of intentional philanthropic practices. Elaine is a graduate of the University of California, Irvine where she earned a Bachelor of Music degree in Cello Performance and a Master of Arts in Education with a focus Psychotherapy and Creative Arts Therapies from New York University.
Building Financial Resilience for Your Nonprofit
Unlock your nonprofit’s full potential by diversifying your revenue streams.
This course will guide you through innovative approaches to funding, helping you create a sustainable financial foundation that reduces reliance on a single source of income. Learn how to secure more stability and growth for your mission by exploring various income opportunities tailored to the nonprofit sector.
Learning Objectives:
Understand the importance of diversifying revenue sources to ensure long-term financial sustainability.
Explore different revenue streams, including grants, donations, earned income, and partnerships.
Learn strategies to align revenue-generation efforts with your organization’s mission and values.
Develop an actionable plan to integrate new revenue streams into your nonprofit financial strategy.
Who Should Attend:
Executive Directors & CEOs – Responsible for overall financial sustainability and strategic growth.
Development & Fundraising Professionals – Seeking to expand funding opportunities beyond traditional donations and grants.
Finance & Operations Managers – Overseeing budgeting and financial planning for long-term stability.
Board Members & Leadership Teams – Involved in strategic decision-making and financial oversight.
Program Managers & Directors – Looking to align program funding with organizational goals.
Entrepreneurial Nonprofit Leaders – Interested in exploring earned income and social enterprise models.
Grant Writers & Grant Managers – Wanting to diversify revenue beyond grant funding.
Marketing & Communications Professionals – Supporting donor engagement and revenue-generation initiatives.
Small & Emerging Nonprofit Founders – Needing to establish a sustainable funding model early on.
Meet Your Trainer: Haley Cooper
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, Host of the Lead with Heart Podcast and new author of Sow, Grow, Lead. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.
Major Gift Fundraising: Building Relationships with High-Impact Donors
Major gifts can significantly impact your nonprofit’s ability to grow and serve your mission.
In this course, you’ll learn how to identify, cultivate, and steward high-impact donors who are passionate about your cause. Build the skills needed to create meaningful relationships that lead to transformational gifts.
Learning Objectives:
Understand the process of major gift fundraising for nonprofits.
Learn how to identify and research potential major donors.
Develop strategies to cultivate and build relationships with high-impact donors.
Create donor stewardship plans to ensure long-term engagement.
Align major gift fundraising efforts with your overall development strategy.
Who Should Attend:
Development Directors and Officers: Those overseeing fundraising initiatives and aiming to secure substantial contributions.
Executive Directors and Senior Leaders: Decision-makers looking to integrate major gift strategies into organizational growth plans.
Board Members: Individuals involved in fundraising efforts and donor relations.
Major Gifts Officers: Professionals dedicated to cultivating relationships with high-impact donors.
Prospect Researchers: Staff responsible for identifying and evaluating potential major donors.
Meet The Funder: Wells Fargo
What is “Meet the Funder”?
"Meet the Funder" is an exclusive event designed to bring nonprofit leaders together with leading funders to foster meaningful connections, share insights, and explore funding opportunities. This series is your chance to hear directly from funders about their priorities, application processes, and how they support nonprofit missions like yours.
Featured Funder: Wells Fargo
We’re excited to announce Wells Fargo as our highlighted funder for this session. Join us to learn about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to secure support for your work.
Why Attend?
Insights: Gain insider knowledge about Wells Fargo’s funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Nonprofit Management Certificate Course
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive in-person training program designed to prepare you with the practical knowledge and skills needed to support the sustainability of a nonprofit organization.
In this certificate, you will explore the key concepts in nonprofit management including leadership, fundraising, board development, financial management, program development, operations, project management, marketing, and organizational strategy. Facilitated by nonprofit Senior Directors & Executives with decades of on-the-ground experience, this certificate will equip you with the tools needed for a successful career in nonprofit.
Succeeding in Nonprofit Management 1/10/2025
Trainer: Tim Strauch
Leading a nonprofit requires a wide variety of skills. This course serves as an introduction to a career in nonprofit management and covers the fundamentals and general best practices for running a nonprofit organization. You will learn about the common challenges nonprofit leaders face as well as the major areas of responsibility for a career in nonprofit management.
Organizational Strategy & Planning 1/17/2025
Trainer: Robert Coleman
Understand the major areas of responsibility for nonprofit leaders including organizational strategy, leading staff & volunteers, managing budgets, fundraising, program development, board governance and more. A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.
Program Development & Management 1/24/2025
Trainer: Loretta Monareng
In nonprofits, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new to the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission.
Fund Development & Promotion in Nonprofits 1/31/2025
Trainer: Clare McKenna
Fundraising is one of, if not the most important activities in a nonprofit organization. In order to finance programs and services, fundraising is an essential component of how nonprofits remain financially sustainable. In this comprehensive training, you will learn about the fundraising pyramid, learn the elements of an effective fundraising strategy, and gain the essential knowledge and skills you will need as you engage in fundraising in a career in nonprofit leadership.
Financial Management in Nonprofits 2/7/2025
Trainer: Annamarie Licina
The finances of an organization can be mystifying and inaccessible to nonprofit professionals who have not had an opportunity to obtain an orientation to the fundamentals of finance. In this course you will learn to understand basic financial terms and definitions, understand how to analyze financial statements, build budgets, as well as understand true program costs. This training will help understand the finances of your organization and prepare you for a future role in nonprofit management.
Leading Volunteer Groups 2/14/2025
Trainer: Elisa Cirrito
Effectively leading volunteers is an essential skill for any nonprofit leader. In this session, you will gain a comprehensive understanding of how volunteers are involved in the nonprofit sector, as well as how to exercise leadership best practices to keep volunteers excited, engaged and retained. You will learn about the different types of volunteer roles in a nonprofit organization with specific attention given to the role of board members and the relationship between the board and nonprofit leadership.
Tax Prep Info Session: Organizing Your Books
Preparing your organization’s books for the 990 tax return (Return of Organization Exempt from Income Tax) can be a daunting task.
Attend this Tax Preparation Information Session to learn about how to be better prepared when working with your CPA. Objectives of this information session include:
Best accounting practices and processes to have throughout the year to get your books closed and finalized
Financial reports you will need to provide to your CPA for your 990 tax return
Tax and audit threshold filing requirements
Tax Filing Deadlines
Meet Your Trainer:
Annamarie Licina is a Director of Finance and Nonprofit Accounting Services. She will also present how OneOC can help your nonprofit as your back-office support through our Accounting Services team. She is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.