Strategic Planning and Fiscal Sustainability for Finance Leaders
COURSE DESCRIPTION:
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools, methods, and systems to better serve their mission*. As a finance leader, what steps can you and your team take to meet the needs of financial users (Boards, volunteer leadership, senior management, and staff), accomplish more, and make this fiscal year the most successful?
One first step? Examine whether the tactics, financial communications, and tools your finance department team uses are effective and are enhancing financial reporting, day-to-day accounting and financial messaging, and meeting important fiscal and financial compliance regulations and requirements
This session will explore ways to enhance visibility, financial communications, accountability, improve management of financial resources, and optimize the impact of financial reporting and messaging.
LEARNING OBJECTIVES:
- – We will explore four ways to optimize intra-year fiscal and financial planning and preparation
- – We will discuss challenges of unusual funding and multi-year grants have on budgets and financial planning and show how to use a multi-year financial messaging and reporting platforms
- – Learn about two strategies to improve overall accounting and reporting effectiveness by being proactive with your financial messaging and adapting your communication methods
- Communications between development and finance departments
- Communicating beyond the numbers – financial storytelling
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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