Have you ever caught yourself wondering... how much money do I actually need to bring in each month?
A 60-minute working session for founders, business owners, and EDs who have never actually sat down and done this math.
Thursday, September 24 @ 12pm MT | Virtual | 60 minutes
Early Bird Pricing: $15 a seat
Are you ready to find some finanical clarity?
You know how to run your business or organization. You make payroll, cover expenses, pay vendors, keep programs or projects moving, and figure out what needs to happen next
But do you know the number you're aiming for?
Not just the amount you need to bring in to cover this month's bills, but what it actually costs to operate, what you need to earn to meet your commitments, and what you'd like to bring in so you have room to make thoughtful decisions instead of constantly reacting to what's in the bank account.
Without those numbers clearly defined, it's easy to run on instinct: push for more sales, write another grant, take on another client, delay an expense, or simply work harder and hope it all balances out.
The Cash Flow Clarity Workshop is a 60-minute working session for small business owners, founders, and nonprofit leaders who want to replace some of that guessing with clearer numbers and concrete financial targets.
We'll look at what you must bring in to cover your expenses, what you want to bring in to support your goals, and how those numbers can help you make better decisions in the months ahead.
Who this is for?
Founders, small business owners, and nonprofit executive directors who have a P&L, a budget, or at least a bank account they check with some dread, and who have never worked out the specific number that tells them whether this month is actually working.
You don't need clean books. You don't need a finance background. You need an hour of focus and your rough numbers.
What you'll walk away with
The Cash Flow Clarity tool, yours to keep and use going forward
Your real monthly number: what you need to bring in to cover costs, pay yourself, and build a small cushion
A clear look at which of your costs are fixed and which are eating into your margin without you noticing
A simple way to check this number again next quarter, so it never goes two years without a look
How it works
We spend the hour live, working through the Cash Flow Clarity tool together. I'll walk you through exactly how to fill it out and how to use it going forward, using your own numbers, not a hypothetical example. Bring your rough numbers: what you spend monthly, what you currently pay yourself or take home, and any big expenses coming up. You'll leave with your number written down and the tool in hand, not a framework to apply later.
I'm Jennie Vader, an operations consultant based in Missoula, Montana.
I bring 15 years of organizational leadership and operations experience to this work. I've served as an Executive Director, Operations Manager, and President of DreamStart Labs, working across nonprofits, startups, and small businesses. I hold a Master's degree in Nonprofit Management, and credentials including Salesforce Certified Administrator, Certified Scrum Master, and a Professional Certificate in Impact Investing and Social Enterprise.
I've led organizations through growth, change, and the kind of operational complexity that doesn't show up in a job description. I know what it feels like to be inside a structure that hasn't kept up with where an organization needs to go, and I know what it takes to change that.
A few things before you register.
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This workshop is designed for founders, small business owners, nonprofit leaders, and leaders of small teams who want a simple way to understand what they need to bring in each month and use that number to make better decisions.
It will be most useful if you have a reasonably clear picture of your monthly costs, even if some of those numbers are estimates, and a general sense of your pricing, revenue, or funding.
If you lead a large or financially complex organization with multiple departments, entities, programs, or highly variable revenue streams, this workshop may be too simplified for your needs. The tool is intentionally designed to be practical, user-friendly, and easy to update.
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No. You do not need perfect books or a polished budget.
You should come with enough information to make reasonable estimates of your regular monthly expenses, payroll or staffing costs, and other major costs. You will also want a general sense of how money comes in, whether that is through sales, services, grants, contracts, donations, or another source.
The goal is not accounting-level precision. It is to create a useful decision-making tool you can refine over time.
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You will leave with a simple cash flow planning tool that helps you identify:
What you need to bring in to cover your core expenses
What you want to bring in to support your goals
How your current pricing, revenue, or funding compares to those targets
A clearer number to use when making decisions about sales, staffing, spending, and growth
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No. This is not an accounting class, and we will not be digging into complicated financial statements.
The focus is practical: understanding the money coming in and going out, identifying the numbers that matter most, and creating a tool you can actually use when making decisions.
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Bring whatever financial information you currently use to understand your organization. That might include a monthly budget, QuickBooks reports, a spreadsheet, payroll information, recent bank statements, or simply your own estimates.
You should also have a general idea of your pricing, average revenue, grant or contract income, or other major sources of funding. You do not need everything figured out before you arrive.
Know your number before the quarter gets away from you.
One hour, live and virtual. Bring whatever numbers you've already got. Leave with the target you've been guessing at, written down
Thursday, September 24 at 12pm MT