Now more than ever, non-profit managers and boards need to use accounting and statistical information to make good decisions. This course shows you how to employ the software you already have to design and understand reports so that you can quickly see how the organization is doing.
I offer two classes in management. Click on course name for more information:
Budgeting with Excel, QuickBooks and PowerPoint
Accounting and Financial Management for the Non-Financial Manager
Budgeting with Excel, QuickBooks and PowerPoint
In this class, I will work with your organization’s staff to develop, present and monitor a budget. Class time: approximately 3 hours. You will:
Learn the definition of a budget and how it can be used as a management tool
See the value of a consistent financial history in budget development
Export financial information to Excel
Use Excel to create what-if scenarios
Use your expense and revenue budgets to automatically generate cash flow and
balance sheet budgets
Transfer your information to PowerPoint to create presentations
Accounting and Financial Management for the Non-Financial Manager
In this class I will work with staff who do not get involved in day to day bookkeeping but who need good financial information to mange a single program or the entire organization. (For those totally unfamiliar with accounting systems it is recommended that Accounting 101 be taken first). Class time: approximately 3 hours. You will learn:
The basic concepts of Accounting
The roles of the financial staff, the executive director and the board
The basics of budgeting
How to interpret financial reports
How to communicate financial information to the board and those outside the organization
How to integrate various computer applications into useable information
How to evaluate your organization’s financial management systems
Financial Management for Non-Profit Boards
In this class, I will help board members fulfill fiduciary duties and their role as stewards of the organization’s finances. Class time: approximately 3 hours. You will learn:
The appropriate roles and responsibilities of financial staff, the executive director
and the board
The role of a board finance committee
The importance of good budgeting
How to read financial statements
How to evaluate your organization’s financial management
The board’s responsibilities and role in a financial audit