It’s a scenario every nonprofit finance leader knows too well: you spend hours preparing monthly financial reports, only for them to sit unread in inboxes. The challenge isn’t that financial information lacks importance. Instead, naturally occurring barriers often prevent board members and staff from engaging with it effectively.

Join JMT Consulting and an expert from SE4N (Sustainability Education 4 Nonprofits, LLC) to learn practical strategies for breaking down these barriers, increasing engagement with financial reports, and helping financial information communicate the story behind your organization’s mission.

In this session, you’ll learn how to make financial reporting more accessible, meaningful, and actionable for the people who rely on it.

Learning Objectives:
Identify the four common barriers that prevent board members and program staff from using financial reports effectively: access, comprehension, value, and meaningfulness.

Learn how to tailor financial reports to different audiences, helping users focus on the information that matters most for decision-making and future planning.

Discover strategies to improve how financial reports are delivered, increase accessibility, and help users interpret financial information more confidently so they can respond effectively to changing organizational needs.