Capacity Building and Technical Assistance
NYHealth provides grantees free capacity building and technical assistance resources to strengthen evaluation efforts and respond to new and evolving circumstances. These free resources help lay the foundation for long term resiliency. Please note that sessions and workshops are only open to active NYHealth grantees.
We have partnered with experts to provide a range of offerings. This page will be updated with upcoming opportunities and registration instructions. If you have questions about evaluation technical assistance, email Liz Ward. If you have any questions about other technical assistance sessions, email Ebonie Mikhaiel.
Jump to a Section:
- Workshops – Statewide
- Workshops – Western/Central/Finger Lakes Regions
- Workshops – Evaluation Technical Assistance
- Additional Resources
Workshops – Statewide
Financial Strategic Planning Workshop Series – Nonprofit Finance Fund
Please note: Because the sessions build on each other, participation for all three sessions is encouraged, but not required.
Strategic Budgeting & Scenario Planning: In today’s uncertain and changing environment, nonprofit leaders can engage in scenario planning to prepare for changing funding streams and other possible risks. This session will show participants how to incorporate scenario planning into their budgeting process, allowing the organization to create plans of action. Participants will develop budget scenarios for possible future crises, identify key drivers of change, assess revenue and expense variability, and prepare for both best- and worst-case scenarios. A supplemental group coaching session will be offered after this workshop.
- Date: December 2, 2025. 10-11:30 am. [Register here]
- Group coaching session: December 4, 2025. 10-11:00 [Register here]
Cashflow Planning Workshop: To effectively plan, it is especially critical for nonprofit leaders to understand how cash flows in and out of their organizations. Unlike a budget – which summarizes revenue and expenses for a block of time – cash flow projections plot total cash received and spent month-by-month or week-by-week. In this session, you will learn how to create a cash flow projection, manage cash flow, avoid common missteps in cash flow planning, differentiate between cash and accrual accounting, and connect cash flow management to credit assessment. A supplemental group coaching session will be offered after this workshop.
- Date: February 10, 2026. 10-11:30am. [Register here]
- Group coaching session: February 12, 2026. 10-11:00 am. [Register here]
Telling Your Financial Story to Different Audiences: Nonprofit leaders must know, own, and effectively articulate their organization’s financial story. By communicating this story well, leaders build trust and credibility, contextualize financial reports, connect finances to mission, and advocate for their organization’s needs. In this session, NFF will guide participants through the process of crafting a compelling financial story for an organization with budgets, dashboards, financial statements, and other materials. NFF will also offer various techniques for multiple audiences, positioning a financial story, and engaging an organization’s board and other stakeholders during times of crisis. A supplemental group coaching session will be offered after this workshop.
- Date: April 14, 2026. 10-11:30 am. [Register here]
- Group coaching session: April 16, 2026. 10-11:00 am. [Register here]
Workshops – Western/Central/Finger Lakes Regions
Nonprofit Support Group – Scenario Planning Workshop: This half-day retreat will help NYHealth grantees scenario plan to help manage uncertainty, prepare for potential threats and envision new opportunities. Groups will explore scenarios and walk away with strategic planning tools for operational, programmatic, and financial sustainability. This retreat is designed for staff with knowledge and understanding of the organization’s finances and operations and would have the authority to make decisions about possible changes. Two representatives from an organization are recommended.
- Date: November 21, 2025. 9:00 a.m.-3:00 p.m.
- To register, email katie@thensg.org by The Nonprofit Support Group know by Mon, Nov 10, 2025. Space is limited.
Evaluation Technical Assistance
NYHealth partners with a team of academic evaluators at NYU School of Medicine and the New York Academy of Medicine to provide complimentary evaluation technical assistance to all interested grantees. The webinars and workshop cover a variety of evaluation-related topics, such as survey design, conducting focus groups, and qualitative data analysis. Both virtual and in-person group learning opportunities are offered twice each year and include free individualized one-on-one support.
Upcoming sessions will be posted here and shared by email. Please email Liz Ward to learn more or to schedule a consultation with the NYU evaluation team.
Additional Resources
Financial Management
- Nonprofit Financial Management Webinars – Nonprofit Finance Fund
- Nonprofit Budgets: How to Get Started – Nonprofit Finance Fund
Human Resources
- Trouble-Free in 2023: Material Post-Pandemic Human Resource & Employment Law Considerations
- No Time Like the Present: Succession Planning for Key Staff Positions
- Breaking the Cycle: Strategies to Support Staff and Minimize the Impact of Staff Transitions
- Practical Self-Care in the Workplace: Taking Care of Yourself so You Can Continue to Help Others
Board