Financial Management

Are You Grant Ready?: Laying the Foundation for Successful Grant Seeking

Date: 
October 6, 2014 - 1:30pm - 3:30pm
Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Faculty: Rachel Werner, RBW Strategy
Course Objective: This is a hands-on session that will provide tools to review an organization’s readiness to secure funding.

Spend a morning with your peers and learn—as a group—how to write your grants for greater impact.  Participants will review and discuss a generic letter proposal and compare it to the Washington Grantmakers’ Common Grant Application guidelines.  Proposals brought in by the participants will then be reviewed and receive feedback. Read more »

How to Read the IRS Form 990

September 11, 2014 - 9:30am - 11:30am

Guest Presenters: Patricia A. O’Malley, CPA Rubino & Company, Chartered
Course Objective: To enable the users of the IRS Form 990 to more fully understand the information contained in the form. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Contracts: What Nonprofits Need to Know

July 29, 2014 - 9:30am - 11:30am

Guest Presenters: Benjamin Takis, Tax-Exempt Solutions, PLLC and Heather Batzel, Batzel Law LLC
Course Objective: Get an overview of the basics of contract drafting and management
Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

The Power of the Cloud: Leveraging Technology to Save Money

September 17, 2014 - 1:30pm - 3:30pm

Presenter: Javier Goldin, CPA, Managing Partner, Goldin Group
Course Objective: Learn about the Cloud and evaluate how this financial outsourcing service can work for your organization. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Preparing the Form 990

April 16, 2014 - 9:30am - 11:30am

Faculty: Patty A. O’Malley, CPA, Rubino & McGeehin

Course Objective: Gain guidance to answer the tough questions on the Form 990

This hands-on tutorial helps you efficiently gather the necessary information for the Form 990. If you are preparing the return for your organization, the session provides guidance on answering many of the return’s questions. In addition, learn important tips for preparing your form for audit. Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Improving Financial Security: Revenue Diversification Strategies

March 18, 2014 - 9:30am - 11:30am

Faculty: Lewis Flax, Flax Associates
Course Objective:  Learn ways to expand and diversify your revenue sources Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Fee-for-Service: A Legal Primer

March 11, 2014 - 9:30am - 11:30am

Faculty: Benjamin Takis, Founder and Principal Attorney, Tax-Exempt Solutions, PLLC
Course Objective: Gain a better understanding of the tax implications of events and charged services Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Covering the Financial Bases: Understanding Financial Statements

February 12, 2014 - 9:30am - 12:30pm

Faculty: Mike Gellman, Rubino & Company Chartered CPA’s and Consultants
Course Objective: Gain templates which will improve your financial accountability  Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Intermediate QuickBooks for Nonprofits

July 16, 2014 - 1:00pm - 4:30pm

Faculty: Ian Shuman, Director, Client Services, Gelman, Rosenberg, and Freedman CPAs, Certified QuickBooks ProAdvisor
Course Objective: Gain a better understanding of how QuickBooks can be used for your nonprofit organization.  All attendees should have basic understanding of Quickbook functions  Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Basic Budgeting for Nonprofits

November 6, 2013 - 9:30am - 4:30pm

Faculty: A. Mike Gellman, CPA, Rubino & Company, Chartered CPA’s and Consultants
Course Objective: Learn how to fully integrate non-financial managers into your organization’s budget process Read more »

Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006
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