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Nuts & Bolts of Nonprofit Financial Management

 Registration is closed for this event
February 28th 2019 8:30 AM - 11:30 AM
Bud Werner Memorial Library
1289 LINCOLN AVE
Library Hall
Steamboat Springs 80487 - 4940

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Event Fee(s)
Registration $ 65.00
AFP $ 60.00

Our professional development trainings are made possible by the generous support of U.S. Bank

 


 

This is an introductory session for board members and nonprofit leaders to learn how to read the essential financial management documents: audits, interim financials, 990s and policies. We will use example documents and relate those to Principles & Practices, as well as identify how they are connected in the nonprofit finance cycle.


Thank you to our partner Yampa Valley Community Foundation for supporting this event! YVCF is offering 5 scholarships to local non-member participants to attend this training for 50% off! To inquire, please contact Helen Beall at YVCF (helen@yvcf.org). 


Pricing

  • Free for members of Colorado Nonprofit Association (must be logged in for discount on Regular price)
  • $60 for members of AFP
  • $65 standard
Event Description
Learning Objectives

  • Audited Financials: Participants will understand the elements of an audit process and audited financial statements

  • Interim Financials: Participants will examine sample monthly comparative financials (balance sheet and statement of activities) and understand the connection to the audited statements.

  • 990: Participants will review form 990 and understand key components of the form, including board-involvement and disclosures.

  • Policies: Participants will understand the various financial management policies that nonprofit boards review and/or set, as well as resources for example policies. Includes review of new rules effective 2018.




Level of Difficulty




Beginner 


0 -  2 years of experience in the field




 

Presenters

David Fellows, The Fellows Group



David Fellows brings over thirty years’ experience to helping businesses operate more effectively. His particular emphases are finance and information systems, areas critical to any organization’s success. He works with nonprofits, small businesses and start-ups to improve their finance and accounting capabilities. He has taught "Financial Management for Nonprofit Organizations" for the MNM program at Regis University for several years.



Cheryl Fellows, The Fellows Group



Cheryl Fellows is a performance-focused finance professional with extensive experience in forecasting, planning, scorecard and metrics development. Cheryl has MBA in Finance from The Wharton School, University of Pennsylvania and also has 30 years of finance experience in both corporate and nonprofits.





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





 





Need to cancel? Please use the link in your confirmation email or email Akila Copeland no fewer than 3 business days prior to the training. Members, please review our Cancellation Policy for more information. 

Event Custom Fields
Training/Event Topic Financial Management
Training Medium In Person
Event Region Northwest

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