The Ledger Lab Series: Session 3, Financial Analysis

Description

This training is part of the 2026 Ledger Lab Series. Click here to register for the full series. 

Do you review financial statements and still wonder what they’re really telling you about organizational performance and risk? This session helps you build confidence in interpreting financial information so you can ask better questions, make informed decisions, and provide meaningful guidance, regardless of your role.

You’ll learn how to read and connect core financial statements, including the income statement, balance sheet, and statement of cash flows, to understand how they work together as a complete financial picture. Through guided walkthroughs of real financial statements, you’ll explore how accounts relate across statements and how key financial ratios can be used to evaluate operating performance and overall financial position.

This session also focuses on assessing organizational health by examining cash reserves, debt levels, and expense structure. Participants will practice calculating and interpreting essential financial metrics and learn how to translate financial insights into clear, actionable guidance while supporting effective oversight, strategic discussion, and confident decision‑making.

Key Takeaways:

• Read and interpret core financial statements, including the income statement, balance sheet, and statement of cash flows
• Walk through real financial statements to understand how accounts relate to one another and how the statements connect as a whole
• Use key financial ratios to evaluate operating performance and financial position
• Analyze organizational health by assessing cash reserves, debt burden, and expense structure
• Practice calculating financial metrics and ratios and interpreting the results
• Translate financial insights into actionable guidance, including how to adjust organizational strategy based on the analysis

When: 
July 1, 2026 |11:00 AM to 1:00 PM (MT)
(Recording available to registrants for later viewing)

Who Should Attend? 
Executive Directors, Board Treasurers, Accounting Staff, Operations Staff, Development Staff, and anyone interested in learning more about financial management for your nonprofit.

Cost:
Members: $45
Not-Yet-Members: $90

About the Speaker:

Sitori Holbrook is an Accounting Services Senior Manager, Tanner LLC. Sitori fell in love with NPOs early on in her twenty-year accounting career, but she could never settle for working with just one. After specializing in nonprofit organizations (NPO's) as an audit manager, she transitioned her knowledge and passion for NPOs into her dream career by cofounding Tanner’s Client Advisory Services Department. She tailored this department to the unique needs of these organizations. By working closely with her clients to understand their specific needs, she brings Tanner’s expertise of working with the largest clients to deliver results to every NPO. As an avid traveler she’s studied NPO’s all over the world including working with refugees in Malaysia, children in Argentina, and building houses in Colombia.

Sitori brings a wealth of experience, expertise, and creativity to strategic planning, operations training, financial management, internal controls, and compliance, ensuring that nonprofits not only meet regulatory requirements but also enhance their stability and sustainability. Her proactive approach and commitment to client success have made her a trusted advisor to many organizations. Whether it’s creating budgets, improving financial reporting, or navigating the intricacies of nonprofit accounting, Sitori’s goal is to make her clients heroes to those they serve by helping them achieve their unique strategic mission, maximize financial strength, and optimize their operations.