Financial Management
Financial Management Series
This series is designed to help you gain and develop a better
understanding of basic financial statements, nonprofit accounting and
budgeting.
Who should attend?
Executive directors, finance staff needing to brush up on the basics.
Program and fundraising staff, volunteer treasurers and board members
needing basic accounting principles and budgeting skills.
Register for all three workshops and receive 20%
off the total cost!
Nonprofit Accounting Basics
Would you like to become more comfortable with your organization's accounting
system? Whether you are a CEO, COO, financial manager or program director,
learn basic accounting principles and terminology so you can become a
better financial manager. Receive an overview of fund-accounting and an
understanding of nonprofit financial statements.
| Date: |
|
Tuesday, October
6, 2009 |
| Time: |
9:00 a.m. - Noon
|
| Tuition: |
$60 Members, $110 Non-members |
| Instructor: |
Carol Wilson, CPA, MBA |
Download
the course outline (PDF)
Nonprofit Budget Basics
Find out how a budget can shape your organization's direction by funding
board priorities and setting targets for evaluation. Learn how budgets
can be used as management tools to plan and monitor the use of resources.
| Date: |
|
Tuesday, November
3, 2009 |
| Time: |
9:00 a.m. - Noon
|
| Tuition: |
$60 Members, $110 Non-members |
| Instructor: |
Carol Wilson, CPA, MBA |
Create a Winning Grant Budget
Develop your skills in understanding and preparing grant budgets. Find
out what funders want to see in a budget. You will be given templates
that will help guide you through the process of developing your own grant
budgets.
| Date: |
|
Tuesday, December
1, 2009 |
| Time: |
9:00 a.m. - Noon
|
| Tuition: |
$60 Members, $110 Non-members |
| Instructor: |
Carol Wilson, CPA, MBA and Lee
Bailey, Program Manager, Philanthropy Center |
Carol
Wilson is a CPA who has worked in the nonprofit sector for over
ten years. She completed her Master of Business Administration degree
from the Roy E. Crummer Graduate School of Business at Rollins College
in April 2008. Over the past three years, she has taught workshops on
nonprofit accounting and budgeting for the Philanthropy & Nonprofit
Leadership Center at Rollins College and the Grant Professionals Network
of Central Florida. Previously she served as Accounting Manager in the
Finance Department at Rollins College from 2000 – 2008. In that
role she enjoyed teaching members of the campus community about budget
management. Prior to Rollins, Carol assisted with the start up and was
executive director of Florida Bicycle Association, a not-for-profit organization.
Click here to register.
CEO Breakfast Briefing: Tax & Legal
Updates
Don’t miss the updates on legal and tax trends that may affect
your nonprofit bottom line in 2009. Updates include: the review of the
new Form 990, permanent provisions of the Pension Protection Act that
impact fundraising, new IRS nonprofit rules and guidelines, new provisions
for nonprofit responsibility for 403B plans, and other timely issues.
You will learn:
1. IRS new rules, requirements and public disclosure forms
2. Overview of policies that the IRS expects nonprofits to have in 2009
3. New Form 990 insights
4. New 403(b) plan rules
5. Rules for “Independent” board members
6. Florida State updates
7. Other timely nonprofit tax issues
8. Question and Answers
| Date: |
|
TBA |
| Time: |
TBA |
| Tuition: |
TBA |
| Instructor: |
TBA
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Click here to register.
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