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Enhancing the Treasurer Relationship and Collaboration

December 9 @ 11:00 am - 12:00 pm EST
Virtual Event Virtual Event

COURSE DESCRIPTION:

Serving as a nonprofit organization’s Treasurer can be a rewarding and often life-changing experience. The first year of serving as a Treasurer will set the stage and directly influence opportunities for engagement, impact, visibility, quality of experience, and advancement. Nonprofit organizations need to recognize that the first year of Treasurer service will go by quickly and to ensure success for both the organization and the Treasurer, special emphasis must be placed on optimizing the front-end Treasurer experience and connections to senior management, staff, and the Board.

Treasurers often step into their roles with few expectations and no established goals to guide them. This often leads to a start slow and missed opportunities for engagement, which can result in negative impressions that are difficult to reverse. However, with a little planning and preparation the appearance of just being “along for the ride” can be avoided.

This presentation aims to help nonprofit organizations and their Treasurers to set basic goals and develop realistic expectations for success and having impact during their time as Treasurer. We will discuss actions and tactics to get Treasurer service off to a fast start, strategies for how to be a more impactful Treasurer and work with the finance committee, and how to end Treasurer service on a high note enhancing continuity and sustainability.

 

LEARNING OBJECTIVES:

Participants will be able to identify strategies to quickly and effectively start Treasurer service from both the organization’s and Treasurer’s perspectives.  
 
Develop strategies to cultivate and become an impactful Treasurer.
 
Apply Tactics for Effective Collaboration with the Treasurer and the Finance Committee, and the benefits of scheduling annual finance committee orientation meetings.
 
Plan for a Successful End-of-Term Transition for Treasurers: Attendees will be able to plan and implement strategies to help Treasurers conclude their service on a high note, ensuring operational continuity and organizational sustainability.  
Level Intermediate
NASBA (Field of Study) Business Management & Organization
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
Course ID W510

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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INSTRUCTORS
A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial…
Paul Preziotti, CPA
Partner, Johnson Lambert LLP
I provide audit, compliance, and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links,…