Financial Management

How to Run a Successful Audit

March 10, 2015 - 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.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Understanding Contributions and Honoring Donor Requests and Nonprofit Financial Sustainability

May 1, 2015 - 9:30am - 12:30pm

Faculty: A. Michael Gellman, CPA, CGMA, Rubino & Company, Chartered CPA’s and Consultants

Course Objective: Gain a better understanding of accounting for contributions and best practices for financial sustainability
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Nonprofit Financial Boot Camp

April 23, 2015 - 9:30am - 3:30pm

Faculty: A. Michael Gellman, CPA, CGMA, Rubino & Company, Chartered CPA’s and Consultants

Course Objective: All-day session that will cover all the basics of nonprofit finances including fiscal management and financial management projection-based budgeting

Part I: Morning – Fiscal Management
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Grant-Writing for Greater Impact - SOLD OUT

August 19, 2015 - 10:00am - 12:00pm

Faculty: Alfreda Edwards, Principle, Edwards Development Services

Course Objective: Create an organizational template for grant writing

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.
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Location: 
THEARC 1901 Mississippi Ave, SE Washington, DC 20020

Intermediate QuickBooks

May 12, 2015 - 1:30pm - 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.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Fundamentals of QuickBooks

May 5, 2015 - 1:30pm - 4:30pm

Faculty: Ian Shuman, Director, Client Services, Gelman, Rosenberg, and Freedman CPAs, certified QuickBooks ProAdvisor

Course Objective: Gain a better understanding of QuickBooks and how this program can be used.
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Location: 
Center for Nonprofit Advancement, 1666 K Street, NW, Suite 440, Washington, DC 20006

Generating Corporate Sponsorship

by Lewis FlaxFlax Associates

Stop approaching corporate sponsorships as one-off opportunities!
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The Top 10 Legal Pitfalls for Nonprofits

by Benjamin Takis, Founding Attorney, Tax-Exempt Solutions, PLLC

Running a nonprofit is not easy. In addition to constant fundraising challenges and the difficulty of meeting mission goals with limited resources, nonprofits must navigate a minefield of legal rules and restrictions. With these competing priorities, it is perhaps not surprising that legal considerations often are not taken seriously until it's too late.
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Pop Quiz: Is Your Nonprofit Organization At Risk For Fraud?

by Jennifer Hrebik, Associate, Your Part-Time Controller, LLC

Answer each statement YES or NO:

• My nonprofit organization has fewer than 100 employees or more than 1,000 employees
• Management and board members do not regularly review financial reports Read more »

Basic Budgeting for Nonprofits

by Scott Denlinger, CBIZ MHM, LLC

If the recent economic downturns have taught us anything, it’s that nonprofit organizations must be prudent with their financial resources.  Preparing annual budgets is crucial for maximizing an organization’s assets and keeping the organization financially prepared for economic uncertainties.  Come and learn some basic budgeting strategies to help improve your organization’s financial strength.
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