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Designing for Strategy: Financial Modeling as Scenario Planning
April 17 @ 1:00 pm – 3:00 pm
Virtual Workshop – Live/Online
Fee: $50 for MCN members / $70 for nonmembers
Learn to shrink your organization’s response lag between potential challenge and necessary action through multi-scenario financial modeling. Join Tangelo Tree Consulting to cover the top design considerations when creating a financial plan rooted in strategy. Leave the session with a planning template on how to continue collaboratively enacting these principles in your work.
Learning objectives
- Understand financial modeling as a strategic response to potential risk
- Describe key design elements of multi-scenario plans & aspects every model needs
- Describe how to begin adapting data presentation to meet different audiences needs (ex. boards)
- Feel capable and prepared to initiate a collaborative financial scenario planning process
Audience
Ideal for mid-sized nonprofit staff with a portion of their job designated to supporting financial operations.
Event Details
This virtual event will take place on the Zoom platform. Your access link will be emailed to you the day before the event after 12 p.m. This session will be recorded. The recording will be made available to registrants after the live event. Captioning is provided automatically through Zoom. For information on requesting CART, ASL, or another accommodation, please visit our Registration Policies page. To learn more about events, registration, and payment, visit our Event & Registration FAQ page.
Speaker Information
Michael Anderson, Founder and Managing Partner
Michael Anderson (he/him) consults with nonprofits in the areas of financial strategy, strategy development, partnership development, and business planning. He has led consulting engagements with nonprofits across the country for over a decade and has worked with clients across all fields of service and with a wide range of budgets. He most enjoys facilitating nonprofit decision-making processes that require connecting strategy, finance, and structure.
Michael has previously served as staff at Margaret A. Cargill Philanthropies, La Piana Consulting, and Propel Nonprofits. He currently serves on the boards of Family Tree Clinic and Gender Justice, and in the past has served on the finance committee of Open Arms of Minnesota and as board chair of PRG, Inc. Michael has a Master of Public Policy from the University of Minnesota’s Humphrey School of Public Affairs and lives in Minneapolis.
Charles Blakeslee, Senior Finance Associate
Charles Blakeslee (he/him) is a seasoned Certified Public Accountant with decades of public practice experience serving nonprofit and for-profit clients. He holds a BS in Business Administration from the University of Southern California and an MS in Taxation from California State University, Northridge. Over his extensive career, Charles has held pivotal roles, including in industry as a CFO and Executive Vice President, leading a start-up through to a successful acquisition. He has also dedicated time to serving as Board Treasurer for organizations like Save LA River Open Space, focusing on preserving public recreational areas.
Charles brings a thorough, analytical, and practical approach to solving complex and ambiguous financial challenges. His expertise extends to providing clients with valuable Excel tools that enhance operational efficiency. Charles’ role includes supporting clients in navigating critical financial aspects of strategy development, business planning, and exploring partnerships or mergers.
Adelaide Rohrssen, Project and Operations Associate
Adelaide Rohrssen (they/them) has experience working for nonprofits in education, public operations, and directly with boards. Their lens as an educator is always present through their curiosity and commitment to lifelong learning. Adelaide enjoys supporting system development so that nonprofits can sustainably offer their resources to our community. As Project & Operations Associate, Adelaide supports the logistics of client projects and the business operations of Tangelo Tree Consulting. They hold an M.Ed. in Elementary Education and a B.S. in Child Psychology from the University of Minnesota.