Dollars & Sense Workshop

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Dollars & Sense Workshop

August 30 @ 9:00 am - 3:00 pm CDT

Summary

This training covers financial terminology and definitions, budgeting, forecasting, cash flow management, financial statements, and includes real-world examples to provide context for all. Both finance veterans and non-finance staff and board members are welcome! It’s part of DCNP’s Dollars & Sense Nonprofit Finance Initiative.

Content Overview (full agenda below)

  1. Budgeting (Budgeting, forecasting, cash management, and grant applications)
  2. Financial Statements (Financial statements and key accounting terminology)
  3. Reporting (Reporting for internal, external, governmental, and other audiences)
  4. Risk management (Risk management: Internal controls, segregation of duties, and safeguarding of assets)

Cost

Free for DCNP members

Presenters

Betsy Hull – MPA/CPA, Director of Strategic Initiatives and Innovative Practices, Northern Illinois University

Kay Riley – MS/CPA, Finance Director, DeKalb County Community Foundation

Jolene Willis – MPA, Grants Director, DeKalb County Community Foundation

Registration

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Tentative Workshop Agenda

9:00-9:10 Welcome and Introductions
9:10-9:30 Accounting Terminology – key terms, Accounting Game
9:30-10:30 Budgeting – budgeting, forecasting, cash flow management, variance analysis
10:30-10:40 Break
10:40-11:45 Financial Statements – statements of position and activity, cash vs. accrual basis, functional expense allocations
11:45-12:45 Lunch – on your own
12:45-1:15 Grant Budgets – dos and don’ts, best practices
1:15-1:50 Reporting – internal, external, compliance, key dates, audits
1:50-2:00 Break
2:00-2:30 Risk Management – controls, segregation of duties
2:30-2:45 Accounting Game – follow-up and prizes
2:45-3:00 Wrap-Up – announcements and information about financial consulting opportunity

Details

Date:
August 30
Time:
9:00 am - 3:00 pm CDT
Event Category:
Event Tags:
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Organizer

DCNP
Phone
815-748-5383
View Organizer Website

Venue

DeKalb County Community Foundation
475 DeKalb Avenue
Sycamore, IL 60178 United States
+ Google Map
Phone
815-748-5383
Dollars & Sense Workshop
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