Financial leaders new to nonprofit accounting, new executive directors, board members, and nonprofit professionals will have two opportunities to learn from The Nonprofit Financial Specialists at the United Way 2020 Spring Financial Series Workshop. On March 24th and April 28th, Justine Townsend and Eric Wilson will be teaching about two important topics you don’t want to miss! See session descriptions below and register today!

Session I
Nonprofit Financial Management 101
Tuesday, March 24, 2020
4:00 PM – 7:00 PM
United Way of Greater Houston
Registration fee: $40 per session
Presenters: Justine Townsend and Eric Wilson

This session is designed to provide a crash course in nonprofit financial management and budgeting for financial leaders new to nonprofit accounting, new executive directors, board members, and nonprofit professionals looking for a refresher in key accounting concepts.

This presentation will:

  1. Review basic nonprofit financial terminology and concepts
  2. Review nonprofit financial statements and reporting
  3. Explore nonprofit governance and financial best practices
  4. Introduce and define different types of budgets
  5. Provide an overview of the budget process
  6. Share the importance of using the budget as a management tool

CPEs will be available

Session II
Bridging the Gap Between Development and Finance
Tuesday, April 28, 2020
4:00 PM – 7:00 PM
United Way of Greater Houston
Registration fee: $40 per session
Presenters: Justine Townsend, Eric Wilson, and guest development executive TBD

“They just don’t understand what we do!” This a common lament within nonprofit organizations when fundraisers and financial staff find themselves at odds. This interactive session is designed to break down and overcome the most common barriers to collaborative relationships between development and finance staff.

This presentation will:

  1. Review common barriers that can cause the breakdown of collaborative relationships between development and finance staff
  2. Share common reporting differences between development and finance departments
  3. Identify software solutions that support collaboration between departments
  4. Provide tips for building collaborative relationships between development and finance staff.

CPEs will be available

Register here or contact us today with any questions!