Standards for Excellence® - Finance & Operations

Thursday, July 21, 2022 10:30 AM to 12:00 PM

Product Information
DESCRIPTION PRICE QUANTITY
In-Person Training - Member
$35.00
In-Person Training - Non-Member
$85.00
Online Attendance via Zoom - Member
$35.00
Online Attendance via Zoom- Non-Member
$85.00
Recorded Session - Member
$35.00
Recorded Session - Non-Member
$85.00
Payment Options
 
 
 
 
Description Standards for Excellence® sets the benchmarks for nonprofits in these important areas. During this session you will learn about:

--The annual budget-both operating and capital
--Reviewing financial performance
--The annual audit or financial review
--Financial policies that cover investments, internal controls, purchasing, unrestricted net assets (reserves)
--Administrative policies that cover IT, disaster/crisis planning, social media, and communications
--Risk management and insurance coverage

Participants will receive 4 educational resource packets full of samples and examples, including an RFP for an auditor. At the end of the training session, you will be able to complete the Finance & Operations section of the Standards for Excellence organizational assessment and planning tool.

This training will be offered in Birmingham at Samford University and on Zoom. Danielle Dunbar, Executive Director of the Alabama Association of Nonprofits, will lead this training session.

Level: 101 and open to all

You may register for the hybrid training or a link to the recorded training with materials. Registration for the live or Zoom version ends on 7/20/22, and registration for the recorded session ends on 7/21/23.

A cap of 20 in person and 25 online attendees on 7/20/22.
Registration cap for recorded session is unlimited.

All registrants will be emailed a homework assignment and resource packets a week before the training. Those joining by Zoom will also receive an invitation to the Zoom meeting.

Those joining by recorded session will be sent the resource packet and link to the recording on 7/22/22.

When
 
Thu, 21 Jul 2022 10:30 AM to 12:00 PM
Central Standard Time
 
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