Financial Management

The Power of the Cloud: Leveraging Technology to Save Money

September 17, 2014 - 9:30am - 11:30am

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

Year-End Audit

January 7, 2014 - 1:30pm - 3:30pm

Faculty:  J. Scott Denlinger, CPA, Director, CBIZ MHM, LLC
Course Objective: Learn strategies for preparing audit paperwork through the year

For many accountants at nonprofit organizations, the annual financial audit is about as pleasant as a trip to the dentist.  The key to smooth, efficient audits is advance preparation.  Come and learn some strategies for preparing workpapers that can be maintained throughout the year and make for less stressful audits. Read more »

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

Grant Writing for Greater Impact: A Grant Writing Practicum

October 22, 2013 - 9:30am - 11:30am

Faculty: Nora Palmatier, Principle, Palmatier Proposal Writing
Course Objective: Create an organizational template for grant writing Read more »

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

Use Excel to Manage Staff Time & Program Budget

October 1, 2013 - 9:30am - 10:30am

Faculty: Fred Luchsinger, Program Manager, Booz Allen Hamilton; John B. Werth, President, Smart Business Solutions (SBS)
Course Objective: Learn to use tools like Excel to manage your staff and budgete Read more »

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