Events

Presenter: Kay Sohl, Nonprofit Consultant and Founder of TACS	Supported by:
Date: December 4, 2008 Time: 8:30 am - 4:00 pm Registration includes continental breakfast and lunch

Price:
$135.00 - General Admission
$121.50 - RVDP Season Pass Holders
$121.50 - NAO Member Admission
Find out how to become a member of the Nonprofit Association of Oregon or Check the NAO member list. 

Event Description

Master the tools that every executive director, fiscal manager, and board member needs for effective financial management in uncertain times. Learn budgeting, accounting, and financial reporting techniques to deal with multiple programs and multiple funding sources, cash flow issues, and the challenge of building reserves.

Master the five essential functions for effective financial management:

• Planning: annual budgets, capital budgets, grant budgets, cash flow projections
• Execution: fiscal controls to protect your nonprofit
• Recording: accounting system choices and challenges
• Reporting: getting and using the financial info you need
• Monitoring: tracking progress and revising course

Nonprofit Financial Fundamentals provides  practical approaches to strengthen your nonprofit’s financial management and meet the highest standards for accountability. This full-day, interactive workshop also offers a great opportunity to improve communication between executive directors and fiscal manager/accountants and to increase board involvement in productive financial oversight.  Take home a comprehensive packet of self assessment tools, checklists, and samples to help  your board and staff address  key financial management issues for your nonprofit.

Who Should Attend:
This training will benefit anyone wanting to understand the tools and challenges of nonprofit financial management, including:

• Executive Directors
• Fiscal Staff
• Board Members  

About the Presenter

Kay Sohl has provided financial management training and consultation for over 3000 nonprofit organizations throughout the Northwest. Training participants praise Kay’s ability to make complex financial tools and concepts understandable for both nonfinancial and financial audiences. Kay draws on her experience as a nonprofit board member, executive director, consultant, and auditor to provide multiple perspectives on some of the most daunting issues confronting nonprofits today.

A big thanks to the Carpenter Foundation for supporting this training!

Location

Rogue Valley Country Club
2660 Hillcrest Road
Medford, Oregon 97504
Click here for driving and parking directions.