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TBA's Cultural Leadership Presents: Weekend Finance Bootcamp
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TBA's Cultural Leadership Presents:  Weekend Finance Bootcamp

The Cultural Leadership program is designed to serve local theatre practitioners, artists, and board members by providing high quality and low cost, "nuts and bolts" instruction in management skills related to the process of producing and presenting theatre. Workshops will be led by experienced theatre professionals who are experts in their field and committed to delivering rigorous and accessible training.

 Export to Your Calendar 12/2/2017 to 12/3/2017
When: December 2nd-3rd, 2017
10am -5pm
Where: Map this event »
Theatre Bay Area
1119 Market Street, 2nd Floor
San Francisco, California  94103
United States
Presenter: Ann Marie Lonsdale
Contact: Hanna Rachel Gerry
415-430-1140 *10


Online registration is available until: 12/2/2017
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Weekend Finance Bootcamp

Saturday, December 2, 2017; 10am-1pm & 2-5pm

Sunday, December 3, 2017; 10am-1pm & 2-4pm

Instructor: Ann Marie Lonsdale


At some point, everyone in the arts field has to deal with money. Whether you are an individual artist running your own company, a development professional creating grant reports, a technician managing a production budget, or a donor trying to understand institutional priorities, developing an ease and comfort with financial reporting is an ingredient for success.

This weekend training is designed towards creating a greater sense of financial literacy for nonprofit arts workers, so if that's you, you are WELCOME HERE. Learning these concepts will empower you to take control of your project or company’s finances, respond more readily to challenges and opportunities, and represent your finances accurately. This is not is a business school accounting course, nor is it a Quickbooks tutorial. This is about learning and operationalizing finance concepts to better serve your work.


This weekend series will include four consecutive sessions:


Session 1 - Basic Financial Concepts and Terminology: Saturday, December 2, 10am - 1pm

Session 2 - Reading and Understanding Crucial Financial Documents: Saturday, December 2, 2-5pm

Session 3 - Creating Effective Budgeting and Cash Flow Tools: Sunday, December 3, 10am-1pm

Session 4 - Putting it all Together: Sunday, December 3, 2-4pm


Basic Financial Terms: Provides an overview of key financial terminology and concepts which are crucial to really understanding how finance works.

Reading and Understanding 990s and Audits: Look at how companies express their financial position in two of the most important financial documents a nonprofit organization will produce: the 990 and the audit. Because these documents are publicly available and reportable to the government, they are a great resource to see how other organizations are managing their finances. Will also review Statement of Cash Flows, the Balance Sheet, and the Statement of Financial Position.


Budgets:  A budget is a planning tool that every organization must have to successfully understand where they have been, where they are, and where they are planning to go. It is an empowering thing to understand where your money is and what you are capable of doing with it. We will discuss the basics of budgeting for projects and for the organization as a whole, begin work on a template for your own organizational  budget template, and explore how that document intersects with grant budgets and other reports you are required to produce throughout the year. All of this learning is for naught if you can’t manage cash flow. We will discuss tools for tracking spending and income, and methodologies for maintaining healthy cash flow throughout the year.


As Deputy Director of A.R.T./New York, Ann Marie Lonsdale directs a suite of grants and services for New York City’s nonprofit theatre community as well as overseeing organizational finances. She has extensive experience as a producer and administrator working with innovative and experimental live performance, and has worked as a performer, stage manager and producer in theatre and dance in Chicago and New York, with such companies as The Hypocrites, Adventure Stage Chicago, the side project, and LMCC’s Sitelines festival. As an administrator, she has worked as Program Manager for the Creative Capital Professional Development Program and General Manager at CPR - Center for Performance Research. She has served as a grant panelist with Brooklyn Arts Council and ArtsWestchester, and has participated in panels for LIT and TCG. Ms. Lonsdale is a proud graduate of the University of Chicago and holds a master’s degree in Arts Administration from Teachers College, Columbia University, and completed training with artEquity, a national cohort of arts workers dedicated to expanding equity, diversity, and inclusion in the American theatre.


Date: Saturday, December 2, 2017; 10am-1pm & 2-5pm

Sunday, December 3, 2017; 10am-1pm & 2-4pm


Location: Theatre Bay Area offices, 1119 Market Street, Second floor - near Civic Center BART


Cost: $165 Member rate

$220 Non-member rate