Nonprofit Training - Session 2: Beyond the Numbers – Using Your Budget to Tell Your Story

Wednesday, July 22, 2026
9:30 a.m. - 10:30 a.m.
Community Foundation C3 Center - 1910 Ingersoll Ave, Des Moines
Free


Intended Audience: Nonprofit staff or board members who are interested in feeling more confident in building and implementing the organization’s budget.  

Session Facilitator: Jessica Richter, CPA, CITP, CISA and Partner at Forvis Mazars.  

 

Your budget isn’t just a financial document, it’s a reflection of your values, priorities and impact. This session explores how nonprofits can move beyond spreadsheets to use financial information as a powerful storytelling and engagement tool. 

Jessica will utilize her extensive background in nonprofit finance to help the audience understand how to translate numbers into meaningful insights for board members, donors and community partners. From creating simple, effective dashboards to rethinking how your Form 990 can reinforce your mission, you’ll learn how to communicate your financial story in ways that build trust and inspire support. 

Key Takeaways: 

  • Reframe your budget as a strategic storytelling tool  

  • Learn how to create and use dashboards for clarity and decision-making  

  • Understand how to leverage your Form 990 as a marketing and transparency asset    

  • Improve communication of financial information to non-financial audiences    

  • Strengthen trust and engagement with funders, board members and stakeholders   

 

If you have any questions, please email Barb at hobson@desmoinesfoundation.org.

Photos from this event may be used in marketing materials including social media, web and print materials and/or shared with media. 

By registering for this event, you agree to receive event-related emails, including information about similar upcoming events, from the Community Foundation of Greater Des Moines. You may unsubscribe at any time using the link in our emails.

 

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