Learning Circles: Self-Assessment Form

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Program Overview

Learning Circles is an intensive capacity building initiative supporting nonprofits as they navigate the volatility of the current moment. This initiative aims to move participating nonprofits from learning to application and runs from March 2026 to May 2026. It integrates the following modalities:

Expert-led in-person and virtual sessions
Individual organizational coaching
Peer collaboration

Spring 2026 Offering

Nonprofit Financial Scenario Planning: Navigating Through Uncertainty Wednesday March 4 from 9:00 AM-3:00 PM
This learning circle will include a full-day in-person workshop and one-on-one coaching sessions with financial experts, Hilda Polanco and Rebecca Kellogg, from BDO.
Location: FPWA, 40 Broad St, 5th floor, New York, NY 10004

Program Requirements

After completing this self-assessment form, you will receive an Eventbrite link to complete registration and payment.

To participate in this program, each organization is required to:

Attend the in-person workshop.
Participate in the coaching sessions from March 2026 through May 2026.
Send two staff members to each session.

Pricing:

Nonprofit New York Members: $30 per organization
Non-members: $50 per organization

Nonprofit New York members, please use the promo code provided in the email we sent you. If you cannot locate the promo code or are unsure if you’re a member, you can reach out to membership@nonprofitnewyork.org.

Yes, I read and agree to the program requirements above.

Organization Information

Organization Name

Please select your organization's NTEE category/primary activity:

Enter your organization's annual expenses (i.e. operating budget size):

How many full time staff are employed by your organization? (Include only full-time, paid staff. Do not include volunteers, board members, or open positions).

How many part-time staff or volunteers work at your organization?

Nonprofit Financial Scenario Planning: Navigating Through Uncertainty

Contact Information for First Staff Member

First Name

Last Name

Job Title

Work Email

Phone Number

Contact Information for Second Staff Member

First Name

Last Name

Job Title

Work Email

Phone Number

For the following questions, please select the answer that best matches your current experience with financial management at your organization, from Strongly Agree to Strongly Disagree.

	Strongly Agree	Agree	Neutral	Disagree	Strongly Disagree
We have a clear understanding of our organization's recent financial performance (i.e., recent surplus or deficit results).
We have a clear understanding of our organization's level of financial reserves and cash.
We have a clear understanding of the amounts and types of capital (i.e. reserves) our organization needs to weather unexpected circumstances and provide operational stability.
We have a clear understanding of our organization's business model (i.e. what drives our revenue and expenses).
We have a clear understanding of the true cost of our programs and how each program contributes to our overall financial health.

What are biggest challenges your organization is currently facing or could face in the near future that you may want to scenario plan for?(212 word limit)

Closing

What do you hope to get out of this program? (check all that apply)

Develop a community with other nonprofit professionalsEnhance my expertise in a select areaExpand my network of nonprofit professionals with similar positionsGain insight on how other nonprofits are managedObtain support and guidance in working through issues specific to my organizationOther

If other, please explain (212 words max)

Is there anything else you would like us to know about you or your organization?

Thank you for completing the Financial Scenario Planning Learning Circles self assessment form.

If you have any questions or concerns, please reach out to programs@nonprofitnewyork.org with the subject line "Learning Circles".

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