Nonprofit Financial Fundamentals

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Kay Sohl, Nonprofit Consultant

January 7, 2010
8:30 am - 4:00 pm
Registration includes continental breakfast and lunch

Event Description

Master the tools that every executive director, fiscal manager, and board member needs for effective financial management in uncertain times. Learn budgeting, accounting, and financial reporting techniques to deal with multiple programs and multiple funding sources, cash flow issues, and the challenge of building reserves.

Master the five essential functions for effective financial management:

  • Planning: Annual budgets, capital budgets, grant budgets, cash flow projections
  • Execution: Fiscal controls to protect your nonprofit
  • Recording: Accounting system choices and challenges
  • Reporting: Getting and using the financial info you need
  • Monitoring: Tracking progress and revising course

Nonprofit Financial Fundamentals provides practical approaches to strengthen your nonprofit's financial management and meet the highest standards for accountability. This full-day, interactive workshop also offers a great opportunity to improve communication between executive directors and fiscal managers/accountants and to increase board involvement in productive financial oversight. Take home a comprehensive packet of self assessment tools, checklists, and samples to help your board and staff address key financial management issues for your nonprofit.

The Presenter

Kay Sohl has provided financial management training and consultation for over 3000 nonprofit organizations throughout the Northwest. Training participants praise Kay's ability to make complex financial tools and concepts understandable for both non-financial and financial audiences. Kay draws on her experience as a nonprofit board member, executive director, consultant, and auditor to provide multiple perspectives on some of the most daunting issues confronting nonprofits today.

Audience

This training will benefit anyone wanting to understand the tools and challenges of nonprofit financial management, including executive directors, fiscal staff and board members.

Cost: $150.00
NAO Members: $135.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

CFRE
Points awarded in Category 1.B – Education of the CFRE International application for certification.