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This training includes a series of five modules. Take one module or complete all five to build your skills and confidence in budgeting and financial management. Designed with non-financial managers and nonprofit staff in mind, this training aims to increase financial literacy across an organization. Each module includes practical examples and is designed to increase your comfort in working with financial statements and budgets.
Learn budgeting terms and concepts, and review principles of financial management in preparation for planning, evaluating, and monitoring a budget.
2. Budget Planning (10-15 min)Increase your familiarity with components of a budget and approaches to budget planning. Explore practical examples for when changes in a budget are needed and consideration for justifying budget change recommendations. Explore the connection between how a program budget is planned with the goal of supporting the organization's mission, vision, and values.
3. Budget Implementation & Monitoring (10-15 min)This module is designed to build confidence and understanding in reading and interpreting key financial statements commonly used in public health organizations. You will explore the main components of three essential reports: the balance sheet, activity statement (also known as the statement of activities or income statement), and cash flow statement. You will gain familiarity with the structure and purpose of each statement, giving you the ability to make informed decisions, contribute to budget planning, and communicate financial information more effectively. Designed with non-financial managers and nonprofit staff in mind, this training aims to increase comfort with universal financial statements and improve financial literacy across the organization.
5. Excel as a Budgeting Tool (35-60 min)
This module presents common excel functions and formulas used for planning, monitoring, and reporting a program budget. Experiment with Excel spreadsheets to improve formatting and readability of a budget.
Format: Self-paced training (work at your own pace, use "save and exit" as needed). For embedded videos within the training, please enable captioning as desired.
Duration: ~2-3 hours
Arranged by: Allison Root, DrPH, MCHES, RDN
Subject Matter Expert: Christine L. Girard, ND, MPH
Narration: This training includes narration generated using AI voice technology (WellSaid Labs)
Target Audience: Public Health Professionals
Published: 9/2025
Disclosures: The planners, reviewers, and authors have no declared conflicts of interest.
CE Available (completion of all 5 modules):
The WRPHTC is a Designated Multiple Event Provider of Continuing Education Contact Hours (CECH) for Certified Health Education Specialists (CHES) through the National Commission for Health Education Credentialing, Inc.
This training includes a series of five modules. Take one module or complete all five to build your skills and confidence in budgeting and financial management. Designed with non-financial managers and nonprofit staff in mind, this training aims to increase financial literacy across an organization. Each module includes practical examples and is designed to increase your comfort in working with financial statements and budgets.
Learn budgeting terms and concepts, and review principles of financial management in preparation for planning, evaluating, and monitoring a budget.
2. Budget Planning (10-15 min)Increase your familiarity with components of a budget and approaches to budget planning. Explore practical examples for when changes in a budget are needed and consideration for justifying budget change recommendations. Explore the connection between how a program budget is planned with the goal of supporting the organization's mission, vision, and values.
3. Budget Implementation & Monitoring (10-15 min)This module is designed to build confidence and understanding in reading and interpreting key financial statements commonly used in public health organizations. You will explore the main components of three essential reports: the balance sheet, activity statement (also known as the statement of activities or income statement), and cash flow statement. You will gain familiarity with the structure and purpose of each statement, giving you the ability to make informed decisions, contribute to budget planning, and communicate financial information more effectively. Designed with non-financial managers and nonprofit staff in mind, this training aims to increase comfort with universal financial statements and improve financial literacy across the organization.
5. Excel as a Budgeting Tool (35-60 min)
This module presents common excel functions and formulas used for planning, monitoring, and reporting a program budget. Experiment with Excel spreadsheets to improve formatting and readability of a budget.
Format: Self-paced training (work at your own pace, use "save and exit" as needed). For embedded videos within the training, please enable captioning as desired.
Duration: ~2-3 hours
Arranged by: Allison Root, DrPH, MCHES, RDN
Subject Matter Expert: Christine L. Girard, ND, MPH
Narration: This training includes narration generated using AI voice technology (WellSaid Labs)
Target Audience: Public Health Professionals
Published: 9/2025
Disclosures: The planners, reviewers, and authors have no declared conflicts of interest.
CE Available (completion of all 5 modules):
The WRPHTC is a Designated Multiple Event Provider of Continuing Education Contact Hours (CECH) for Certified Health Education Specialists (CHES) through the National Commission for Health Education Credentialing, Inc.
