Skip to content

< Show all events

Nonprofit Leaders Network

Dashboard Reporting: Track & Measure Organizational Effectiveness

Ecotrust Conference Center 721 NW 9th Avenue
Portland

About this event

Kathy Cunha, CPA, CMC, CMA, CFE &
Jason Fieman from AKT, LLP

Presentation & Continental Breakfast at 8:00
Networking at 9:30

Dashboard reports are an effective way to describe a nonprofit organization’s programs and finances to a range of stakeholders. These concise metrics help Board and staff set benchmarks, monitor progress, and make informed decisions, and they allow stakeholders to understand the organization at a glance, focusing on elements that most impact mission and success.

Interpreting detailed financial statements and program reports and creating succinct and understandable dashboards is an effort rewarded by staff, Board, and other stakeholders who are more knowledgeable of your organization.

This session explores:

  • Determining your audience
  • Identifying key metrics and data sources
  • Engaging constituencies both inside and outside your organization
  • Establishing a process

About the Presenters

Kathy Cunha has over 25 years of experience with companies ranging from startups to Fortune 200s. Her industry background includes information system and database design, as well as controller level positions. Kathy joined AKT in 2004 and specializes in both management and financial consulting. Her direct experience includes the following areas: process improvements, business mapping and design, small and large group facilitation, accounting services, system conversions, financial reconstruction, projected financial reports, and business planning. Kathy also brings financial analytics to clients, developing meaningful metrics and benchmarks to better manage operations.

In one of her most recent engagements, Kathy was the project manager for AKT’s year-long work with the State of Oregon – Department of Human Services (DHS). The tasks for this project included mapping and analyzing current business processes, working with hundreds of employees in group settings to initiate change, determining staffing requirements of newly organized work units, and designing implementation plans to achieve the changes.

Jason Fieman is a member of AKT’s Consulting Services Group, with an emphasis on marketing, information technology, and public sector work. He has experience with IT and management consulting, including work in requirements analyses and procurement of software, analysis of State and Federal rules and their impact on business processes, and organizational and managerial assessments. Jason is currently a part of AKT’s team working on a project to improve the Oregon Health Authority’s business processes.

About the Network

Executive Directors Network is designed to strengthen your management skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development, each session allows for networking and peer coaching in a collaborative learning environment.

Register Now

 Registration is closed for this event
2011_EDN_Sponsor_0.png

Kathy Cunha, CPA, CMC, CMA, CFE &
Jason Fieman from AKT, LLP

Presentation & Continental Breakfast at 8:00
Networking at 9:30

Dashboard reports are an effective way to describe a nonprofit organization’s programs and finances to a range of stakeholders. These concise metrics help Board and staff set benchmarks, monitor progress, and make informed decisions, and they allow stakeholders to understand the organization at a glance, focusing on elements that most impact mission and success.

Interpreting detailed financial statements and program reports and creating succinct and understandable dashboards is an effort rewarded by staff, Board, and other stakeholders who are more knowledgeable of your organization.

This session explores:

  • Determining your audience
  • Identifying key metrics and data sources
  • Engaging constituencies both inside and outside your organization
  • Establishing a process

About the Presenters

Kathy Cunha has over 25 years of experience with companies ranging from startups to Fortune 200s. Her industry background includes information system and database design, as well as controller level positions. Kathy joined AKT in 2004 and specializes in both management and financial consulting. Her direct experience includes the following areas: process improvements, business mapping and design, small and large group facilitation, accounting services, system conversions, financial reconstruction, projected financial reports, and business planning. Kathy also brings financial analytics to clients, developing meaningful metrics and benchmarks to better manage operations.

In one of her most recent engagements, Kathy was the project manager for AKT’s year-long work with the State of Oregon - Department of Human Services (DHS). The tasks for this project included mapping and analyzing current business processes, working with hundreds of employees in group settings to initiate change, determining staffing requirements of newly organized work units, and designing implementation plans to achieve the changes.

Jason Fieman is a member of AKT’s Consulting Services Group, with an emphasis on marketing, information technology, and public sector work. He has experience with IT and management consulting, including work in requirements analyses and procurement of software, analysis of State and Federal rules and their impact on business processes, and organizational and managerial assessments. Jason is currently a part of AKT’s team working on a project to improve the Oregon Health Authority’s business processes.

About the Network

Executive Directors Network is designed to strengthen your management skills while providing field-tested concepts and tools to take back to your organization for implementation. In addition to skills development, each session allows for networking and peer coaching in a collaborative learning environment.

When
March 7th, 2012 from  8:00 AM to 10:00 AM
Location
Ecotrust Conference Center
721 NW 9th Avenue
Portland, OR 97209
Show large map
Event Fee(s)
NAO Members $22.50
Nonmembers $25.00
Event Particulars
City Portland
NAO Event?
Topic
Presenter Kathy Cunha & Jason Fieman from AKT LLP
Event Region
Programmatic Approach
Presenters
Featured Image
WordPress Image ID
Show Related Events
Select Related Events
Select Related Resources
Member Price
Non-member Price
Link to post-event materials
Zoom Link
Dates