The LION Financial Planning Workbook
About this Course
In this course, we’ll walk through the LION Financial Planning Workbook. The Financial Planning Workbook offers easy to use templates for creating a financial forecast, budget, and cash flow projections for your news business. Before getting started, make a copy of the Financial Planning Workbook so you can enter your own information as the course progresses.
About the Instructor
Lisa Hunter is the Director of Finance and Operations at LION Publishers. Lisa oversees LION’s financial management, financial planning, and organizational operations. After her first career chapter leading nonprofit program evaluation teams, Lisa pivoted to finance: she got an MBA and went on to serve as Finance Manager at KIPP Northern California and Finance Director at Renaissance Entrepreneurship Center. Lisa believes that the budget is the highest expression of an organization’s values. She is excited to contribute to NEA to help news businesses strengthen their Mission Support infrastructure (finance and operations). More on Lisa.
Course Lessons
Financial Planning Workbook: Definitions
In this lesson, we’ll discuss the differences between a budget and a forecast.
Resource: The Financial Planning Workbook
The LION Financial Planning Workbook walks you through the process of financially planning for your news business, step-by-step.
Financial Planning Workbook: 5 Steps to Budgeting
In this lesson, we’ll discuss critical steps for budgeting, including assembling a team, setting your calendar and creating and monitoring your budget.
Financial Planning Workbook: Forecast
In this lesson, we’ll discuss how to create a financial forecast.
Financial Planning Workbook: Budget Assumptions
In this lesson, we’ll discuss how to set assumptions to help in the budgeting process.
Financial Planning Workbook: Budget
In this lesson, we’ll walk through how to create a budget.
Financial Planning Workbook: Cash Flow
In this lesson, we’ll discuss how to forecast your cash flow.
The LION Financial Planning Workbook walks you through the process of financially planning for your news business, step-by-step. It covers:
- How to get started
- The five steps to budgeting
- Forecasting
- Budget assumptions
- Creating a budget
- Projecting cash flow
- Budgeting approaches specific to nonprofits
Make a copy of the workbook and watch the videos to put your financial pieces in place
Course Content
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