Community Vision

Nonprofit Financial Management Session 1: Financial Concepts & Cash Indicators for Short-Term Planning
2026-03-11 10:30 - 12:00 (America/Los_Angeles)
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Session 1: Financial Concepts & Cash Indicators for Short-Term Planning
In this webinar, we will cover financial management basics and interpreting financial statements. We will also provide an overview of the budgeting process and finish with a deep dive into cash management for short-term planning.
You will learn about:

General financial concepts and how to interpret financial statements
The budgeting process
Cash management for short-term planning
Part one of the Financial Decision-Making Roadmap, a financial decision-making tool, and how to use the first section of this tool relating to cash and liquidity

Nonprofit Financial Management Three-Part Series: Short, Mid, & Long-Term Planning
Join Community Vision for this free three-part series where you will learn tools for navigating complex financial challenges. This series is great for Executive Directors, board members, and finance staff who have gained new financial management responsibilities, as well as seasoned finance staff who are interested in thought partnership around managing the short-term cash needs of their organizations. Participants will leave with new tools to guide them in their daily decision-making. We recommend that you attend all three sessions of this series; however, each session will provide valuable information if attended on its own.
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Nonprofit Financial Management Session 2: Budgeting & Pivoting for Mid-Term Planning
2026-04-07 10:30 - 12:00
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Session 2: Budgeting & Pivoting for Mid-Term Planning
In this webinar, we will cover budgeting processes and helpful tools to support your organization’s mid-term financial planning. We will provide a brief review of basic budgeting and planning concepts discussed in the previous webinar in the series, Financial Concepts & Cash Indicators for Short-Term Planning.
You will learn about:

How budgeting processes can support your organization’s planning with creative insights for pivot points;
Part two of the Financial Decision-Making Roadmap, a financial decision-making tool;
Mid-term planning tools to help chart a path forward through your next fiscal year; and
The Revenue Risk Calculator and the Scenario Planner, and how attendees can use these tools in their own organizations.

Nonprofit Financial Management Three-Part Series: Short, Mid, & Long-Term Planning
Join Community Vision for this free three-part series where you will learn tools for navigating complex financial challenges. This series is great for Executive Directors, board members, and finance staff who have gained new financial management responsibilities, as well as seasoned finance staff who are interested in thought partnership around managing the short-term cash needs of their organizations. Participants will leave with new tools to guide them in their daily decision-making. We recommend that you attend all three sessions of this series; however, each session will provide valuable information if attended on its own.
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2026 Annual Event: From Vision to Ownership
2026-04-30 18:00 - 20:00 | Oakstop, 2323 Broadway, Oakland, CA, 94609, United States
Join us on April 30, 2026 in Downtown Oakland for Community Vision’s 2026 Annual Event, From Vision to Ownership. This annual gathering brings together clients, partners, and supporters to celebrate shared impact and the collective work that turns vision into lasting community ownership.
The evening will feature client highlights, food and drinks, and opportunities to connect in community. We will also have a special investor briefing before the event to share updates on our loan fund, recent lending milestones and impact, and how Community Vision is navigating the current policy and economic landscape while continuing to steward capital for community impact.
🎟️ Tickets are now available here.

Nonprofit Financial Management Session 3 | Stabilizing Assets for Long-Term Planning
2026-06-02 10:30 - 12:00
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Session 3 | Stabilizing Assets for Long-Term Planning
In this webinar, we will discuss processes and tools for long-term organizational financial planning. You will learn how different types of budgets and best practices can help you create a multi-year plan to support ongoing stability. We will touch briefly on the mid-term financial management concepts discussed in the previous webinar in the series, Budgeting and Pivoting for Mid-Term Planning.
You will learn about:

Multi-year budgets
Capitalization budgets
Best practices for using these tools to support organizational growth and long-term space stabilization

Nonprofit Financial Management Three-Part Series: Short, Mid, & Long-Term Planning
Join Community Vision for this free three-part series where you will learn tools for navigating complex financial challenges. This series is great for Executive Directors, board members, and finance staff who have gained new financial management responsibilities, as well as seasoned finance staff who are interested in thought partnership around managing the short-term cash needs of their organizations. Participants will leave with new tools to guide them in their daily decision-making. We recommend that you attend all three sessions of this series; however, each session will provide valuable information if attended on its own.
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How to Use New Markets Tax Credits for Your Nonprofit Facility Project
2026-07-01 10:00 - 12:00
Community Vision is excited to bring you this webinar highlighting creative financing strategies, with featured speakers from Equity Community Builders and Goldfarb & Lipman LLP.
The New Markets Tax Credit (NMTC) program provides millions in low-cost private capital to a wide array of organizations located in under-invested areas throughout the United States. In this webinar, we will discuss the creative ways in which NMTCs can capitalize high-impact and innovative projects to spur economic development, foster the arts, increase access to healthy foods, create good jobs, and deliver critical human services.
Whether you’re planning a new facility or exploring innovative financing options, this webinar will equip you with valuable insights to advance your mission.
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Real Estate Readiness Session 1: Foundations of Real Estate Readiness
2026-08-19 10:00 - 11:30
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Real Estate Readiness for Nonprofits
Thinking about buying, leasing, or developing a facility for your organization? Join us for a four-part series designed for community organizations that are considering or embarking on a facility project.
In this series, you will learn what it means to be “real estate ready.” From foundational real estate concepts to strategic planning, site control and financing, you’ll gain the knowledge, tools, and confidence to move your project forward.
Session 1: Foundations of Real Estate Readiness
This session lays the groundwork for beginning your real estate journey. Together, we will explore:

How nonprofit leaders can successfully champion real estate efforts from the start
The key phases of the real estate development process
The organizational and human capacity required to execute a real estate project

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Real Estate Readiness Session 2: Facility Strategic Planning
2026-09-09 10:00 - 11:30
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Real Estate Readiness for Nonprofits
Thinking about buying, leasing, or developing a facility for your organization? Join us for a four-part series designed for community organizations that are considering or embarking on a facility project.
In this series, you will learn what it means to be “real estate ready.” From foundational real estate concepts to strategic planning, site control and financing, you’ll gain the knowledge, tools, and confidence to move your project forward.
Session 2: Facility Strategic Planning
In this session, we dive into the nuts and bolts of planning for a real estate project. You can expect to gain an understanding of:

Key considerations for leasing versus buying a property
How to establish a strong vision for your real estate project
Factors to consider when choosing a location
How to assemble a strong development team

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Real Estate Readiness Session 3: Securing Site Control
2026-09-17 10:00 - 11:30
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Real Estate Readiness for Nonprofits
Thinking about buying, leasing, or developing a facility for your organization? Join us for a four-part series designed for community organizations that are considering or embarking on a facility project.
In this series, you will learn what it means to be “real estate ready.” From foundational real estate concepts to strategic planning, site control and financing, you’ll gain the knowledge, tools, and confidence to move your project forward.
Session 3: Securing Site Control
Learn the process of securing site control—whether through leasing or buying—and how to move your project from an idea into reality. We will explore:

A site control roadmap, taking us from touring spaces all the way through closing on a building or signing a lease
Due diligence: the process of investigating and verifying all relevant information about a property before completing a purchase or lease

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Real Estate Readiness Session 4: Funding, Financing & Modeling
2026-09-30 10:00 - 11:30
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Real Estate Readiness for Nonprofits
Thinking about buying, leasing, or developing a facility for your organization? Join us for a four-part series designed for community organizations that are considering or embarking on a facility project.
In this series, you will learn what it means to be “real estate ready.” From foundational real estate concepts to strategic planning, site control and financing, you’ll gain the knowledge, tools, and confidence to move your project forward.
Session 4: Funding, Financing & Modeling
This session provides a high-level overview of the various funding sources for a real estate project. We will cover:

The capital stack, or the structure of all capital sources used to finance a development project
The difference between debt and equity financing and how to calculate your organization’s debt capacity
How fundraising and gifts can build equity for your real estate project
Capital campaigns as strategies to engage foundations and property owners

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