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Nonprofit Financial Leadership Academy

October 1 @ 9:00 am - October 3 @ 5:00 pm

MEMBERS ONLY

Join OAESV for a custom, 3-day, in-person nonprofit financial leadership academy training for OAESV members. The goal of this training is to strengthen the financial management and financial leadership capacities of rape crisis centers serving diverse communities in Ohio. This course will provide participants with the skills and knowledge needed to effectively lead the financial aspects of their organization and build organizational sustainability.

DAY 1

  • Overview of Nonprofit Financial Leadership
  • Nonprofit Finance Models
  • Overcoming Your Money Fears Exercise
  • ~LUNCH BREAK~
  • Nonprofit Financial Terms + Concepts
  • GAAP for Nonprofits
  • Understanding Financial Statements
  • Financial Decision-Making
  • Communicating Your Organization’s Financial Position

DAY 2

  • Myths About Nonprofit Budgets
  • Different Types of Nonprofit Budgets
  • How To Create an Equitable Budgeting Process
  • The Annual Budgeting Cycle
  • ~LUNCH BREAK~
  • Functional Expenses + Cost Allocation Strategies
  • Advanced Budget Strategies
  • Managing Cash Flows
  • Board Oversight
  • Key Performance Indicators (KPI’s)

DAY 3 

  • Overview of Nonprofit Risk Management
  • Separation Of Duties
  • Protecting Information
  • Handling Cash
  • Credit Card Safety
  • Approvals And Oversight
  • Financial Management Policies &Procedures
  • ~LUNCH BREAK~
  • Organizational Sustainability + the Role of Financial Leaders
  • Factors In Determining the Right Revenue Mix
  • Fund Development Planning
  • Tools For Projecting Revenue



TRAINERS

Deborah Steinkopf has 30+ years of experience in nonprofit management and development. She has been an executive director, associate director, and development director in addition to nonprofit consulting with a focus on finance strategies and executive coaching. She knows first-hand the empowering effect of understanding organizational finance models, good budgeting practices, and effective revenue strategies. She brings a wide range of experience and deep knowledge to this training and makes conversations about finance fun.

Anthony Petchel believes it’s time to rethink philanthropy and create opportunities for equitable approaches to financing the good works of nonprofits. Anthony brings 20+ years of leadership experience in team development, philanthropic strategies, and communications. Before becoming a leader in fundraising for several area nonprofits, Anthony worked for 16 years in commercial and retail banking. Anthony brings diverse and practical skillsets to the work of building financial effectiveness for nonprofits and a commitment to exploring equity in all nonprofit practices, including budgeting and fundraising.

 

CLICK HERE TO REGISTER NOW

Details

Start:
October 1 @ 9:00 am
End:
October 3 @ 5:00 pm
Event Category:
Website:
https://oaesv.coalitionmanager.org/eventmanager/trainingevent/details/486

Venue

Quest Conference Center
9200 Worthington Rd Ste 400
Westerville, 43082 United States + Google Map

Interested in trainings and events hosted by other coalitions and organizations in Ohio? Click here and here.

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