Reading the Story Behind the Numbers: Understanding Financial Health
Fiscal Series: Part 3
Date: May 13, 2027
Time: 9:00 AM – 11:00 AM
Price: FREE
Mandatory DCEO Training for fiscal staff at each agency
Financial statements show more than balances and variances. They can reveal a lot about an agency’s operations, risks, and capacity to deliver services.
This training looks across key financial information, including:
- Financial Position and Operating Activity
- Budget-to-Actual Results
- Cash Flow, Receivables, and Payables
- FInancial Trends
You’ll discuss how to recognize patterns, ask productive follow-up questions, and connect the numbers to management and organizational decisions. The focus is on making financial reporting more useful for both finance professionals and non-financial leaders.
Meet Your Speakers
Andrew Ferguson
CPA | Senior Manager
James Moore & Co.
Andrew brings more than 6 years of auditing and accounting experience, focused on nonprofits, especially Community Action Agencies and Head Start programs. His expertise in single audit requirements and OMB Uniform Grant Guidance helps agencies stay compliant and operate soundly.
Amy Dorn
Senior Manager
James Moore & Co.
With over 25 years of professional accounting experience, Amy leads accounting, consulting, and advanced bookkeeping services with a focus on nonprofit clients. She has extensive expertise in grant accounting, federal and state grants, and general nonprofit accounting.