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.
Instructor
Steven Lewis is the President & CEO of Community Partnership for Child Development located in Colorado Springs, Colorado. Community Partnership for Child Development (CPCD) operates Head Start/Early Head Start programs and the Colorado Preschool Program serving primarily low-income children and families in El Paso County, Colorado. CPCD serves 1800 preschool children and operates 27 Head Start/Early Head Start early learning centers in Colorado Springs, Colorado. He is also responsible for leading 360 employees and managing a budget of 30 million dollars.
Steven holds a Master of Business Administration from La Salle University and Master of Science in Social Work from the University of Maryland at Baltimore. Steven is an alum of the Kansas City Tomorrow executive leadership program, 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.
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.
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
