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Financial Management for Non Financial Staff and Volunteers
June 19 @ 9:30 am - 4:30 pm
Certificate Program: Executive Leadership; Leadership & Supervision
Numbers really do tell a story if you know how to truly read a spreadsheet or general ledger report. Do you sometimes stare at the rows and columns and wonder what you might be missing? Does reviewing the audit make you nervous?
This full-day session will make fiscal management easier and infinitely more enjoyable. Using actual examples of financial reports we will break the code and elicit the real story behind the numbers. This session will also get you ready for that next grant or board meeting by allowing you to translate program/agency strategies into meaningful fiscal language. No previous financial experience needed for this highly interactive session
In this workshop, participants will:
- Recognize the language of budgeting and accounting
- Discuss when and how to respond to variances in both revenue and expenses
- Decide what is meaningful and what is cyclical
- Recognize common budgeting mistakes
- Explain an audit report and/or financial report in plain English
- Engage in meaningful and constructive dialogue with their fiscal office
This workshop is best suited for:
- Anyone who does program budgeting or fiscal management
- Program staff responsible for grant management
- Board members who want to conduct better fiscal oversight
Tonia has been affiliated with Support Center for over 20 years as a consultant, interim financial officer, and workshop facilitator. She has over 30 years of international and domestic experience in the areas of financial analysis and management, strategic and business planning, treasury management, and outsourced CFO. She has served as CFO for almost two dozen nonprofit organizations throughout the NY metro area and has worked with domestic and international nonprofits to create and implement strong internal controls, install nonprofit fund accounting systems, create financial reporting systems, and develop investment policy statements. She has had many successful client engagements through Support Center, including New Jersey Community Capital, Helen Keller Services for the Blind, and SCAN. She leads workshops on financial issues including budgeting, financial statements, audit preparation, and investment policy statements.
Tonia has served as an adjunct professor at Adelphi University, Columbia University, and the New School for Social Research. She holds an MBA from Columbia University Business School; an MS in Urban Planning from the Columbia University Graduate School of Architecture, Urban Planning, and Historic Preservation; and a BA from Macalester College. Tonia is also a CERTIFIED FINANCIAL PLANNER®, providing expertise in investment management and retirement plans to nonprofit organizations and individuals.
**Our registration system is not available, please email [email protected] to register for this workshop**
|ORGANIZATION BUDGET||HALF DAY||FULL DAY|
|Under $200,000 (or individual/student)||$70||$90|
|$200,000 to $1 million (or consultant)||$110||$145|
|$1 million to $5 million||$145||$195|
|Over $5 million||$175||$215|