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Nuts & Bolts of Nonprofit Financial Management

 Registration is closed for this event
May 23rd 2017 3:00 PM - 5:00 PM
Boulder Public Library
1001 ARAPAHOE AVE
Boulder Creek Room
BOULDER, CO 80302-6015
United States
Phone: (303) 865 - 8270
Email:
Event Fee(s)
Member $ 0.00
Non-Member $ 65.00
AFP $ 60.00

Our Professional Development Workshop Series is made possible by the generous support of:


This is an introductory session for board members and nonprofit leaders to learn how to read the essential financial management documents: audits, interim financials, 990s and policies. We will use example documents and relate those to Principles & Practices, as well as identify how they are connected in the nonprofit finance cycle.

Event Description
Learning Objectives

  1. Audited Financials: Participants will understand the elements of an audit process and audited financial statements

  2. Interim Financials: Participants will examine sample monthly comparative financials (balance sheet and statement of activities) and understand the connection to the audited statements.

  3. 990: Participants will review form 990 and understand key components of the form, including board-involvement and disclosures.

  4. Policies: Participants will understand the various financial management policies that nonprofit boards review and/or set, as well as resources for example policies.

Presenters

David Fellows, The Fellows Group



David Fellows brings over thirty years’ experience to helping businesses operate more effectively. His particular emphases are finance and information systems, areas critical to any organization’s success. He works with nonprofits, small businesses and start-ups to improve their finance and accounting capabilities. He has taught "Financial Management for Nonprofit Organizations" for the MNM program at Regis University for several years.



Cheryl Fellows, The Fellows Group



Cheryl Fellows is a performance-focused finance professional with extensive experience in forecasting, planning, scorecard and metrics development. Cheryl has MBA in Finance from The Wharton School, University of Pennsylvania and also has 30 years of finance experience in both corporate and nonprofits.





Qualifies for Excellence in Nonprofit Principles and Practices. Completion of a post-training evaluation is required for this training to count toward recognition. 





 

Event Fields
Training/Event Topic Financial Management
Training Medium In Person
Event Region Front Range

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