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Multiday Webinar

F20-603 Budgeting for Human Service Organizations


Total Credits: 6 ASWB Approved

Category:
600 Leadership and Management |  800 Online
Instructor(s):
Steven Lewis, MSW, MBA
Course Levels:
Intermediate
Duration:
6h 30m
Original Program Date :
Oct 28, 2020
Target Audience:
Social Workers, LCPCs, and Psychologists

Dates

Price


Description

This workshop will provide an overview of financial management designed specifically for non-accounting professionals. Participants will be oriented in strategies used in budget preparation, implementation, and control. Organizational financial statements and financial analysis will be covered. The role of the “corporate” financial decision-maker as well as the “individual” financial decision-maker will be examined.

Handouts

Instructor(s)

Steven Lewis, MSW, MBA Related seminars and products:


Steven R. Lewis, Founder & CEO of Steven R. Lewis & Associates is a business management and leadership consulting firm specializing in the areas of governance, strategic planning, leadership training and development, change management, executive coaching and team building.  Our philosophy, we believe that any organization can fully realize their organizational vision with the right business management and leadership tools.  Steven provides business management and leadership consulting to nonprofit organizations.

 

In his prior role, Steven served as an Executive Director/CEO of a medium size Human community based organization that served low-income preschool children and families.  Steven prepared and managed a budget that was nearly $5 million, lead and managed the day-to-day operations for 120 employees across 8 departments, 15 multiple sites, and completed numerous significant projects.   In the role he provided leadership, program strategy and fiscal capabilities. 

His proudest accomplishment was leading in the development of the first agency wide Strategic Plan in the organizations 46-year history.  Prior to this position, Steven was a Senior Program Director for St. Vincent de Paul Society of Baltimore.  At that time, he led the largest program within the St. Vincent de Paul’s organization.  He has over 20 years of experience in the human services industry that reflects a combination of leadership, management and supervisory roles.

 

Steven holds a Master of Business Administration from La Salle University with a concentration in management, Master of Science in Social Work, from the University of Maryland at Baltimore and a Bachelor of Science in Social Work from Northwestern Oklahoma State University.  Steven is an alumnus of LEADERSHIP Philadelphia, Harvard Business School’s Strategic.

 

Perspectives in Nonprofit Management Program and Head Start Johnson & Johnson Management Fellows Program at the University of California Los Angeles, Anderson School of Business.  Steven also is a Standards for Excellence Licensed Consultant. Steven is an Adjunct Professor at Chestnut Hill College where he teaches courses in Principals of Finance and Working with Children and Youth in the Human Services Graduate program and University Maryland School of Social Works Human Services Leadership and Management Certificate Program. 

 

Steven believes strongly in social justice and civic engagement. He serves as a board member for Delaware Valley Association for Young Children and mentors aspiring professionals.  Steven is married to Jameela Lewis and is the father of three sons Jabari, Khairi and Malik.  Steven and his family reside in Lower Merion Township in Pennsylvania.


Agenda & Learning Objectives

Agenda

Module 1:

 

9:00 - 9:30       Introductions/check-in

 

9:30 - 10:30     Overview of Financial Management

(with a break)     

 

10:30 - 11:15   Understanding Financial Statements

 

11:15 -  12:00  Group Exercise

 

12:00 - 12:15    Wrap-up & Takeaways

 

Module 2

 

9:00 - 9:15        Check-in

 

9:15 - 10:15      The Basics of Accounting

(with a break)

 

10:15 - 10:45     Financial Analysis

 

10:45 - 11:15     Budgeting & Budget Systems

 

11:15 - 12:00     Case Study

 

12:00 - 12:15     Wrap-up & Takeaways

Upon completion, participants will be able to:

Module 1

 

  • Explain the role of financial factors in decision-making processes in human services agencies;
  • Name the financial management concepts, theories, and techniques; and
  • Construct financial statements, including how they coincide and relate to the overall financial health of the organization.

Module 2

 

  • Restate units of analysis for non-profit organizations, financial statements, basic accounting concepts, and financial analysis ratios;
  • Explain performance measures, budgeting, and cost analysis; and
  • Produce forecasting, third-party reimbursement for services, fee schedule construction, and auditing.

Bibliography & References

Martin, L. Lawrence (2001).  Financial Management for Human Service Administrators.

 

Live Interactive Webinar Platforms

LIVE INTERACTIVE WEBINAR PLATFORMS

 

The Office of Continuing Professional Education hosts Live Interactive Webinars through two platforms: Zoom and WebEx.

Both platforms offer high quality and user-friendly webinar platforms for our registrants.

 

System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.

 

Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Late Fees and Refunds

Fee & Registration:

Cost is $125 and includes CE credit. Registering after October 14, 2020 will incur an additional $20 late fee. *Cancellations must be received 24 hours in advance prior to the live interactive webinar to receive a refund or a credit letter.

 

*All cancellations will be subjected to a $35.00 administration fee

Webinar Common Questions

 

LIVE INTERACTIVE WEBINAR POLICIES & FAQs

 

1. Are the webinars live?

Yes. The webinars are live and interactive – they are not pre-recorded. You should treat the webinars as if you are attending an in-person course in a classroom setting, which means Live Interactive Webinars require proper classroom etiquette. The instructor will always require your participation and attention.

 

2. Who are you authorized by?

While most licensing boards (Social Work, Professional Counselors and Psychologists) accept CE credits provided by Accredited Schools/Colleges of Social Work, licensees are responsible for determining where specific courses meet their jurisdiction’s requirements.  State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit.

 

The Office of Continuing Professional Education is approved by the following organizations:

  • The Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) Program, Provider number 1611, which is accepted by most States and Provinces. https://www.aswb.org/ace/ace-jurisdiction-map/
  • The Maryland Board of Social Worker Examiners (BSWE).
  • Maryland Board of Professional Counselors and Therapists.
  • DC Department of Health: Professional Counseling and Social Work.
  • Maryland Board of Examiners of Psychologists (and many others)

**Not every course is approved by each organization. It is the responsibility of the participant to check the approval statement on the website to determine which CE approvals are being offered for each course.

 

3. Which CE category do webinars satisfy?

Live Interactive Webinars are Category I CEs in Maryland. Live Interactive Webinars are equivalent to face-to-face workshops and meet Maryland BSWEs standards.

 

4. What are the platforms we use to host our webinars?

Please visit the next tab.

 

5. How do I receive my CEs at the end of the webinar?

CE certificates will be made available to all participants who attend the webinar in full, and completes the evaluation found in their registration profile.

 

Failure to perform each step may result in a participant’s inability to receive CE credit.

 

6. What if I’m running late to join the webinar or must leave the webinar early?

According to ACE standards, full attendance is required to receive CE certificate. Therefore, if you arrive to the webinar late or leave the webinar early, you will not receive a CE certificate, partial credit is not offered for any of The Office of Continuing Professional Education workshops or webinars.

 

7. What if I am having technical difficulties during the webinar?

If you are have technical difficulties during the webinar, please do not notify the Instructor of these issues. Instead, please notify The Office of Continuing Professional Education department as soon as possible. There are three options you can choose from:

  • Email the Webinar Assistant at cpe@ssw.umaryland.edu
  • Tech Support: 877.602.9877
  • Private message the Webinar Assistant during the webinar

 

8. What specific equipment do I need to attend the webinar?

The specific equipment that is essential to participating in a webinar is the following: working computer, tablet, or smart phone and speakers on your computer. Headphones would provide you with the best quality audio experience to listen to the instructor’s lectures. To ensure that your device does not lose battery midway through the webinar, please have your device plugged in and charging at all times. If this situation does happen where your device dies, you may rejoin the webinar and make sure to notify the Webinar Assistant of the situation. However this will affect the number of CEs received.

 

9. How do I register for webinars?

You can register for any webinar through our website, which is located on the University of Maryland School of Social Work, Continuing Professional Education website homepage at www.ssw.umaryland.edu/cpe

 

10. What if I get kicked out of a webinar and cannot get back in?

While this should not happen, you can enter back into the webinar through your account profile by clicking “Launch Webinar”. You are given a few minutes to sign back in. Failure to return in time, will result in not receiving CE credits.

 

11. What do I do if I have a complaint/grievance?

The Office of Continuing Professional Education works hard to offer innovative workshops. We also take all complaints seriously. If you have a complaint, please contact our office IMMEDIATELY.

 

Refunds or Credit Letters will not be issued for fully attended workshops. Please see our Grievance Policy on the homepage of our website.

 

12. Do we offer ADA Accommodations?

We do! If you are requesting ADA accommodations, please contact us via email at least two weeks prior to the course date. Requests after that date may not be fulfilled.

 

Instructors reserve the right to dismiss participants who are not adhering to the Code of Conduct.

 

For questions, concerns, or to request special accommodations, please call: 410-706-1839.

 

For financial questions or concerns, please call: 410-706-5040

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