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DTSTART;TZID=America/New_York:20241211T110000
DTEND;TZID=America/New_York:20241211T120000
DTSTAMP:20260405T014518
CREATED:20241018T172812Z
LAST-MODIFIED:20241212T144501Z
UID:10000636-1733914800-1733918400@usteducation.org
SUMMARY:Understanding the Numbers
DESCRIPTION:COURSE DESCRIPTION: \nWhile Wall Street cares about the financial results of the big companies\, we like to focus on understanding how not for profit organizations are faring in their finances. It is important to employees\, future employees\, board members\, donors\, and other stakeholders to understand the financial health of an organization. During this session we will review key items to review to gain insight into the finances of an organization including reviewing the IRS Form 990\, the cash flow statement\, and key ratios that will all provide insight into the overall financial health of the organization. \n  \n  \nLEARNING OBJECTIVES: \nIdentify key metrics used to evaluate the financial health of an organization. \nAnalyze the information available in the public IRS Form 990 to assess organizational financial performance. \nInterpret cash flow statements to determine the financial position of an organization. \nEvaluate key financial ratios and benchmarking data to make informed assessments of an organization’s financial health. \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n 
URL:https://usteducation.org/event/understanding-the-numbers/
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/10/Colleen-24.png
ORGANIZER;CN="Colleen Smith":MAILTO:colleen@oconnorcs.com
LOCATION:https://usteducation.org/event/understanding-the-numbers/
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DTSTART;TZID=America/New_York:20240515T110000
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DTSTAMP:20260405T014518
CREATED:20240328T205718Z
LAST-MODIFIED:20240515T185334Z
UID:10000540-1715770800-1715774400@usteducation.org
SUMMARY:How to do a Finance Assessment & Find Process Improvement
DESCRIPTION:COURSE DESCRIPTION: \nDo you feel like your accounting and finance team is stressed\, overworked\, not accomplishing the tasks that need to get done to move your organization forward?  Do you think you know some ways to make the situation better\, but cannot quite figure out if it is right or how to execute on the changes needed?  If so\, then this session is for you.  Jared and Colleen will discuss signs of needing a Team Assessment\, how to approach the assessment with team members\, ideal times to perform the assessment\, and steps performed during an assessment.  They will review the types of observations that may come out of an assessment along with recommendations\, including new organization charts.   \n  \nLEARNING OBJECTIVES: \n\nIdentifying when your Department might benefit from an assessment\nDiscuss how to approach the assessment to achieve the greatest participation and maximize the benefits to your Department and Organization\nReview the steps taken during a Team assessment to review workload\, Team structure\, internal control environment\, effectiveness\, and efficiency.\nProvide examples of observations and recommendations identified in a Team assessment\, including organization charts.\nDiscuss how to implement recommendations and new organization charts and to make the hard decisions and implementations needed to make a successful change in your Department.\n\nTo Watch this Webinar in Media Library CLICK HERE!
URL:https://usteducation.org/event/w502-how-to-do-a-finance-assessment-find-process-improvement/
LOCATION:https://zoom.us/j/92096262933
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/ColleenJared24.png
ORGANIZER;CN="Colleen Smith":MAILTO:colleen@oconnorcs.com
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