Grant Journey Series: Budgeting Beyond the Basics

In this workshop we will explore budgeting as a strategic tool for financial planning and sustainability. Learn how to move beyond the basics of planning only to meet expenses and into how to set sustainability and growth goals. We will cover:

• Financial life stages of an organization

• Values-based budgeting and financial planning

• Various budget planning tools and methods

This workshop is designed for arts organizations and individual artists who currently have yearly operating budgets, year-round programming and are no longer working project to project.


This workshop is facilitated by Yesenia Sanchez of Soleil Coaching & Consulting. Yesenia has over 15 years of experience working with artists and arts organizations, with a special focus in business and finance coaching for individual artists, financial management, fundraising and development, facilitation, executive coaching and team building.

Workshop presented via Zoom.

ACCESSIBILITY: All workshops have closed captioning enabled. A written transcript will be available to all registrants after the workshop. Additional accessibility accommodation can best be fulfilled when communicated within 48 hours of the workshop start time by emailing Amy: amy(at)

Additional requests? Questions? Email Amy: amy(at)

REFUND POLICY: You may request a full refund (excluding Eventbrite fees) before the start of the program on the day of the workshop, after which point no refund can be processed.

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Mar 29 2023


10:00 am - 12:00 pm






Intersection for the Arts

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