Attendance is required for one staff member of the grantee organization.
Foundational Track/Breakout Room
Learning Goals:
- Creating a Budget (Timeline, Components)
- Roles and Training for All Levels (Staff, Board) (Recruiting for Board Members)
- Difference between Financial Review/Audit (Funder Audit vs. Organization-Led Audit)
- Financial Reports: The Pros and Cons for each type
Who Should Choose the Foundational Track?
- Individuals new to non-profit fiscal management
- Those seeking a solid understanding of basic financial principles
- Participants who are interested in establishing a strong foundation for their organization’s fiscal practices
- Organizational staff involved in program management and coordination, or administration
Advanced Track/Breakout Room
Learning Goals:
- Budget Review Process (Key Staff & Board)
- How to assess your Board’s level of Understanding in Finances
- Hiring a CPA/Auditor: Qualifications and best practices on changing contractors
- Best practices with preparing and sharing Financial Reports for Board Meetings
Who Should Choose the Advanced Track?
- Financial management staff with experience in non-profit settings (CFOs, Grant Managers, Board Members, Program Directors, etc.)
- Organizational leaders who are looking to refine their fiscal strategies
- Those interested in exploring advanced topics to enhance, challenge, or expand their financial management skills
