Finance & Loan Navigator Guide and Modules

Course Description:

The Finance & Loan Navigator program is available to any individual who feels they need to have a better understanding of both organizational nonprofit finances and the loan preparedness process. 

The program is set up as three modules: Financial Essentials, Financial Strategy and Loan Navigator.  You will receive a Financial Navigator Guide and a Loan Navigator Guide to follow along with. This program helps break down the information so you can digest it and allows you to stop and start as needed.   

Each module contains examples to follow along with, discussion guides that help you to apply the information and test your knowledge and provides suggestions for group discussions with colleagues. In addition to the guide, there are three short learning webinars paired with each module that are each 10-15 minutes in length. 

To pass each module, you must view at least 90% of each module video and score at least 80% correct in the accompanying quizzes.

There are many reasons why this program is beneficial for your nonprofit organization and its board members, but the following are some of the most common:

• To increase confidence in understanding nonprofit financials 

• To understand how debt can be beneficial 

• To strengthen your organization’s financial health 

• To expand conversations related to loan options as a tool to grow or expand programs  

• To find solutions for financial opportunities or challenges 

• To understand when an organization is or isn’t prepared/ready to obtain a loan/incur debt 

• To understand cash-flow forecasting 

• To proactively ensure your c-suite/board understands finances and loans before the above occurs 

   

Who Should Take This Course: 

• Nonprofit Executive Leaders/C-suite 

• Board Chair/Treasurer/Board Members/Finance Committee Members 

Note: This resource is not designed for organizations that need money, but don’t have identified ways to pay it back. It is not designed for start-up organizations, though new organizations may find the information helpful in establishing good financial habits so that they are loan-ready in the future. 

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Complimentary Benefits of Completing This Program: (For Arizona Nonprofits Only)

You will have perpetual access to the guides and videos in your account, but only the individual(s) who went through the entire course can meet with the Navigator. To complete your course, fill out the feedback form under "Completion Results" on your account product page.

• Arizona participants are eligible to receive a 1-hour complimentary consultation with our Finance/Loan Navigator.

• Alliance members also receive 2 additional hours of consultation per organization EVERY year when they need it most. 

  • After this initial consultation, you can schedule a time with our Navigator when you most need it as well. 

  • If you would like to enlist our Navigator’s services for additional services such as education for your board or enlist for budget planning purposes beyond the complimentary hours, please contact us directly to arrange outside of this program at navigator@arizonanonprofits.org. 

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Thank you to our sponsors! 

                      

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Full Course Description

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Module 1: Nonprofit Financial Essentials

Course Description:

The Finance & Loan Navigator program is available to any individual who feels they need to have a better understanding of both organizational nonprofit finances and the loan preparedness process. 

The program is set up as three modules: Financial Essentials, Financial Strategy and Loan Navigator.  You will receive a Financial Navigator Guide and a Loan Navigator Guide to follow along with. This program helps break down the information so you can digest it and allows you to stop and start as needed.   

Each module contains examples to follow along with, discussion guides that help you to apply the information and test your knowledge and provides suggestions for group discussions with colleagues. In addition to the guide, there are three short learning webinars paired with each module that are each 10-15 minutes in length. 

There are many reasons why this program is beneficial for your organization and its board members, but the following are some of the most common:

• To increase confidence in understanding financials 

• To understand how debt can be beneficial 

• To strengthen your organization’s financial health 

• To expand conversations related to loan options as a tool to grow or expand programs  

• To find solutions for financial opportunities or challenges 

• To understand when an organization is or isn’t prepared/ready to obtain a loan/incur debt 

• To understand cash-flow forecasting 

• To proactively ensure your c-suite/board understands finances and loans before the above occurs 

   

Who Should Take This Course: 

• Nonprofit Executive Leaders/C-suite 

• Board Chair/Treasurer/Board Members/Finance Committee Members 

Note: This resource is not designed for organizations that need money, but don’t have identified ways to pay it back. It is not designed for start-up organizations, though new organizations may find the information helpful in establishing good financial habits so that they are loan-ready in the future. 

 

Complimentary Benefits of Completing This Program: 

Those who complete this course will have ongoing access to our financial/loan specialist (aka Navigator) at no additional charge to their organization. Instructions on how to access this and next steps will be provided at the completion of the course.  

• Upon completion Arizona participants will receive a 1-hour complimentary consultation 

• Members of the Alliance can receive up to 2 additional hours of guidance/consultation per year. 

  • After this initial consultation, you can schedule a time with our Navigator when you most need it as well. 

  • If you would like to enlist our Navigator’s services for additional services such as education your board or enlist for budget planning purposes beyond the complimentary hours, please contact us directly to arrange outside of this program. 

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Thank you to our sponsors! 

                                    

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Original Program Date : 12/01/2022

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Module 2: Nonprofit Financial Strategy

Course Description:

The Finance & Loan Navigator program is available to any individual who feels they need to have a better understanding of both organizational nonprofit finances and the loan preparedness process. 

The program is set up as three modules: Financial Essentials, Financial Strategy and Loan Navigator.  You will receive a Financial Navigator Guide and a Loan Navigator Guide to follow along with. This program helps break down the information so you can digest it and allows you to stop and start as needed.   

Each module contains examples to follow along with, discussion guides that help you to apply the information and test your knowledge and provides suggestions for group discussions with colleagues. In addition to the guide, there are three short learning webinars paired with each module that are each 10-15 minutes in length. 

There are many reasons why this program is beneficial for your organization and its board members, but the following are some of the most common:

• To increase confidence in understanding financials 

• To understand how debt can be beneficial 

• To strengthen your organization’s financial health 

• To expand conversations related to loan options as a tool to grow or expand programs  

• To find solutions for financial opportunities or challenges 

• To understand when an organization is or isn’t prepared/ready to obtain a loan/incur debt 

• To understand cash-flow forecasting 

• To proactively ensure your c-suite/board understands finances and loans before the above occurs 

   

Who Should Take This Course: 

• Nonprofit Executive Leaders/C-suite 

• Board Chair/Treasurer/Board Members/Finance Committee Members 

Note: This resource is not designed for organizations that need money, but don’t have identified ways to pay it back. It is not designed for start-up organizations, though new organizations may find the information helpful in establishing good financial habits so that they are loan-ready in the future. 

 

Complimentary Benefits of Completing This Program: 

Those who complete this course will have ongoing access to our financial/loan specialist (aka Navigator) at no additional charge to their organization. Instructions on how to access this and next steps will be provided at the completion of the course.  

• Upon completion Arizona participants will receive a 1-hour complimentary consultation 

• Members of the Alliance can receive up to 2 additional hours of guidance/consultation per year. 

  • After this initial consultation, you can schedule a time with our Navigator when you most need it as well. 

  • If you would like to enlist our Navigator’s services for additional services such as education your board or enlist for budget planning purposes beyond the complimentary hours, please contact us directly to arrange outside of this program. 

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Thank you to our sponsors! 

                                    

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Original Program Date : 12/01/2022

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Module 3: Nonprofit Loan Navigator

Course Description:

The Finance & Loan Navigator program is available to any individual who feels they need to have a better understanding of both organizational nonprofit finances and the loan preparedness process. 

The program is set up as three modules: Financial Essentials, Financial Strategy and Loan Navigator.  You will receive a Financial Navigator Guide and a Loan Navigator Guide to follow along with. This program helps break down the information so you can digest it and allows you to stop and start as needed.   

Each module contains examples to follow along with, discussion guides that help you to apply the information and test your knowledge and provides suggestions for group discussions with colleagues. In addition to the guide, there are three short learning webinars paired with each module that are each 10-15 minutes in length. 

There are many reasons why this program is beneficial for your organization and its board members, but the following are some of the most common:

• To increase confidence in understanding financials 

• To understand how debt can be beneficial 

• To strengthen your organization’s financial health 

• To expand conversations related to loan options as a tool to grow or expand programs  

• To find solutions for financial opportunities or challenges 

• To understand when an organization is or isn’t prepared/ready to obtain a loan/incur debt 

• To understand cash-flow forecasting 

• To proactively ensure your c-suite/board understands finances and loans before the above occurs 

   

Who Should Take This Course: 

• Nonprofit Executive Leaders/C-suite 

• Board Chair/Treasurer/Board Members/Finance Committee Members 

Note: This resource is not designed for organizations that need money, but don’t have identified ways to pay it back. It is not designed for start-up organizations, though new organizations may find the information helpful in establishing good financial habits so that they are loan-ready in the future. 

 

Complimentary Benefits of Completing This Program: 

Those who complete this course will have ongoing access to our financial/loan specialist (aka Navigator) at no additional charge to their organization. Instructions on how to access this and next steps will be provided at the completion of the course.  

• Upon completion Arizona participants will receive a 1-hour complimentary consultation 

• Members of the Alliance can receive up to 2 additional hours of guidance/consultation per year. 

  • After this initial consultation, you can schedule a time with our Navigator when you most need it as well. 

  • If you would like to enlist our Navigator’s services for additional services such as education your board or enlist for budget planning purposes beyond the complimentary hours, please contact us directly to arrange outside of this program. 

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Thank you to our sponsors! 

                                    

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Original Program Date : 12/01/2022

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