Impact Measurement & Financial Reporting in the Social Sector
MBA elective course at Yale School of Management
This course provides students with technical skills to evaluate performance in the social sector, namely by measuring impact and analyzing financial reports. Students are introduced to tools and methods to measure social impact, with an emphasis on causality and cost-benefit tradeoffs. Sequentially, students acquire the technical knowledge to interpret the financial reports of nonprofit organizations (topics include expense classification, contributions, donors-imposed restrictions, endowments, etc.). I draw on real examples and use cases to apply the concepts. The course is especially relevant to students interested in leadership or directorship at nonprofit organizations and social enterprises, as well as students who intend to take up positions in corporate social responsibility, impact investing, or grantmaking.
Sourcing and Managing Funds
MBA core course at Yale School of Management
This course considers groups within the firm tasked to raise money from different sources as well as manage different aspects of those funds within the organization. Many of these functions are concentrated within the office of the Chief Financial Officer (CFO), split between the Treasurer and the Controller. But many other functions are spread across the organization, principally in the hands of strategy groups and product managers. Topics include measuring corporate value creation; company valuation (discounted free cash flow, multiples); capital structure decisions (e.g., equity funding versus debt funding); capital budgeting (e.g., cash flow analysis, incorporating risk and taxes); the planning process; inputs for decision making; and performance evaluation.
MBA elective course at Yale School of Management
This course provides students with technical skills to evaluate performance in the social sector, namely by measuring impact and analyzing financial reports. Students are introduced to tools and methods to measure social impact, with an emphasis on causality and cost-benefit tradeoffs. Sequentially, students acquire the technical knowledge to interpret the financial reports of nonprofit organizations (topics include expense classification, contributions, donors-imposed restrictions, endowments, etc.). I draw on real examples and use cases to apply the concepts. The course is especially relevant to students interested in leadership or directorship at nonprofit organizations and social enterprises, as well as students who intend to take up positions in corporate social responsibility, impact investing, or grantmaking.
Sourcing and Managing Funds
MBA core course at Yale School of Management
This course considers groups within the firm tasked to raise money from different sources as well as manage different aspects of those funds within the organization. Many of these functions are concentrated within the office of the Chief Financial Officer (CFO), split between the Treasurer and the Controller. But many other functions are spread across the organization, principally in the hands of strategy groups and product managers. Topics include measuring corporate value creation; company valuation (discounted free cash flow, multiples); capital structure decisions (e.g., equity funding versus debt funding); capital budgeting (e.g., cash flow analysis, incorporating risk and taxes); the planning process; inputs for decision making; and performance evaluation.