Financial Management

Basic Budgeting for Nonprofits - SOLD OUT

April 22, 2015 - 1:30pm - 3:30pm

Faculty: Scott Denlinger, Director , CBIZ MHM, LLC

Course Objective: This interactive presentation will explore hands on concepts in budgeting for your nonprofit
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Location: 
THEARC 1901 Mississippi Ave, SE Washington, DC 20020

DeLeon & Stang CPAs and Advisors

100 Lakeforest Blvd. Suite 650
Gaithersburg
MD
20877
Phone: 
301-948-9825
Fax: 
301-948-3220
Contact Name: 
Allen DeLeon, CPA, PFS
Number of Nonprofit Clients: 
300
Special Discount for Center Members: 
No
Your Services: 

• Audits, reviews and compilation services
• Full-service accounting
• Assistance with internal controls
• Tax compliance assessment
• Tax advisory services
• Outsourced CFO services
• Charity registration filings
• Election ballot services
• Ethics and governance services
• Fraud investigations
• Strategic planning and consulting services
• Tax return preparation and planning
• Assistance in establishing planned giving programs
• Representation before IRS, State Departments of Revenue or other taxing authorities
• A-133 audit and consultation
• Assistance in banking/lending relationships
• Membership surveys
• Personnel policy manuals and employee handbooks
• Retirement planning and benefits consulting:
                  o Pension plan administration
                  o Benefits consulting
                  o Investment management

Is your company minority owned? : 
No
Is your company women owned?: 
No

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

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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