Does Your Budget Become Obsolete the Day the Board Approves It?

Past Webinar - June 23, 2026

In an increasingly uncertain funding environment, nonprofits need financial tools that support agility, clarity, and long-term sustainability. Traditional annual budgets often fall short when conditions change mid-year.

This webinar introduced forecasting as a practical, mission-aligned approach to financial planning. Buu-Linh Tran, CPA and Dan Holcomb of JMT Consulting explored how forecasting and scenario planning can help nonprofits respond to change, improve decision-making and strengthen financial sustainability.

Learning Objectives Included:

Explain how forecasting and scenario planning improve the financial ability and sustainability of nonprofits in a changing funding landscape.
Identify practical steps to move beyond annual budgets, including how to introduce forecasting and align it with existing processes.
Understand how a budget management tool like Martus* supports the transition from traditional budgeting to forecasting and scenario planning through better visibility and collaboration.

*Martus is a third-party solution not affiliated with Raffa Investment Advisers