- Course Overview
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Welcome
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Pre Module Survey
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Course Introduction
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Digital Workbook
- 1. Introduction to Financial Fitness
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1-1: What is Financial Fitness?
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1-2: Reflection: Your Nonprofit's Financial Health
- 2. Tracking Financial Information in Your Accounting System
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2-1: Financials Tracked in Accounting System
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2-2: Exercise - Your Financial Reports
- 3. Tracking Information in Your CRM
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3-1: KPIs in Your CRM
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3-2: Reflection: KPIs in Your CRM
- Course Conclusion
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Let's Review
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Course Survey
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Goodbye!
Financial Fitness Foundations
In this course, you will learn how a nonprofit should be tracking and measuring its financial health.
In this course, you will learn how a nonprofit should be tracking and measuring its financial health.
Learning Objectives:
- Explain the importance of tracking your nonprofit's financial fitness
- Identify which data and reports should be stored in a CRM versus your accounting system
- Identify and analyze key financial reports generated from your accounting system
- Describe how to use KPIs generated from your CRM to support your financial reports when determining your nonprofit's financial health