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Providing Financial Oversight

 Registration is closed for this event
December 11th 2017 10:00 AM - 12:00 PM
Rawlings Library, Brett Kelly A
100 E ABRIENDO AVE
PUEBLO, CO 81004-4232
United States

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Phone: (303) 865 - 8270
Email:
Event Fee(s)
Member $ 0.00
Non-Member $ 65.00
AFP $ 60.00

Our Professional Development Workshop Series is made possible by the generous support of U.S. Bank:


What does it mean to provide financial oversight? It is much more than receiving a monthly financial report and approving a budget. Most nonprofit organizations fail to provide the appropriate financial oversight through their governing boards and finance committees. Too much time is spent on trivial financial information and not enough time is spent on key metrics and trends.

Further complicating the financial oversight process is the complicated and detailed manner in which financial information is provided. The majority of leadership staff and board members simply do not understand it. This fast-paced presentation will provide each participant with the following:

  • A clear and concise understanding of financial oversight.
  • Defined roles for leadership staff, governing boards and finance committee regarding financial oversight responsibilities.
  • An overview of how financial policies are essential to financial oversight.
  • Sample financial tools, including dashboard reports, trend analysis, forecasting and capital allocation.
  • Real world examples of how financial oversight impacted nonprofit performance and viability.
Event Description
Learning Objectives

This fast-paced presentation will provide each participant with the following:




  • A clear and concise understanding of financial oversight.

  • Defined roles for leadership staff, governing boards and finance committee regarding financial oversight responsibilities.

  • An overview of how financial policies are essential to financial oversight.

  • Sample financial tools, including dashboard reports, trend analysis, forecasting and capital allocation.

  • Real world examples of how financial oversight impacted nonprofit performance and viability.

Audience

The training is designed for Executive Directors, Finance Directors, Board and Finance Committee members.

Presenters

Mark Holdt, Mountain Sage Consulting



With more than 30 years of experience, Mark Holdt, Owner of Mountain Sage Consulting, helps organizations create powerful visions and realize their potential. His diverse background provides a wealth of experiences that enable him to view each client from a comprehensive perspective. Leader, visionary, coach, mentor, strategist, facilitator, motivator, educator, analyst and friend are all titles assigned to Mark by his clients.



 



 





 



Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition. 





 



 

Event Fields
Training/Event Topic Governance
Training Medium In Person
Event Region Front Range

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