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DTSTART;TZID=America/New_York:20260326T130000
DTEND;TZID=America/New_York:20260326T140000
DTSTAMP:20260501T104511
CREATED:20260213T172700Z
LAST-MODIFIED:20260327T103708Z
UID:10000875-1774530000-1774533600@usteducation.org
SUMMARY:Operating Reserves as a Key Indicator of Financial Health
DESCRIPTION:Course Description:  \nAn adequate operating reserve is one of the most critical indicators of a nonprofit organization’s financial health\, resilience\, and sustainability. This session provides a practical\, in-depth guide to understanding\, establishing\, and managing an effective operating reserve policy. Participants will learn how to determine the appropriate reserve target based on their organization’s unique risk profile and operational needs. We will cover the mechanics of calculating the reserve\, best practices for policy documentation\, and effective strategies for communicating the purpose and status of the reserve to the board\, staff\, and external stakeholders. Ultimately\, this course will equip leaders with the tools to leverage their operating reserve as a strategic financial asset\, ensuring the organization can navigate unforeseen challenges and maintain continuous service delivery. \n  \nLearning Objectives: \nDefine what an operating reserve is. \nExplain why an operating reserve is considered a key metric for assessing a nonprofit’s financial strength and long-term sustainability. \nOutline the essential components of a formal\, board-approved operating reserve policy\, including funding\, use\, and replenishment guidelines. \nDescribe strategies for clearly communicating the operating reserve policy and its financial status to the board of directors and other internal and external audiences. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/operating-reserves-as-a-key-indicator-of-financial-health-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/94212073692
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260127T110000
DTEND;TZID=America/New_York:20260127T120000
DTSTAMP:20260501T104511
CREATED:20251008T160546Z
LAST-MODIFIED:20260127T204040Z
UID:10000797-1769511600-1769515200@usteducation.org
SUMMARY:Changing Perceptions About Audit Committees – How to Better Position to be Value-Added
DESCRIPTION:Course Description:  \nMost nonprofit audit committees center their attention on the back end of the annual financial statement audit process when they receive draft auditor reports. While this is an important function\, audit committees can be more impactful if they shift more of their focus to the front-end of the annual audit process and expand their internal control and business practices oversight roles. \nIn this presentation we will start with a discussion of the core purpose\, structure\, and operating cycle for an audit committee. We will then pivot to an exploration of what has shaped general perceptions related to audit committees and the underlying causes leading to wide-ranging misconceptions related to audit committees. We will finish with actions and tactics to make audit committees more value-added by expanding their scope of duties and filling additional fiduciary roles. \n  \nLearning Objectives: \nLearn about the core purpose\, structure\, and operating cycle for nonprofit organization audit committees.  \nExplore and discuss key factors leading to misconceptions related to audit committees and how to change peoples’ perceptions related to audit committees.  \nDiscover how to make audit committees more value-added through actions and tactics to expand their scope of duties and filling additional fiduciary roles. \nLearn about auditor continuance protocols and how to use audit planning calendars. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/changing-perceptions-about-audit-committees-how-to-better-position-to-be-value-added-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/99939759888
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/MichaelPaul25.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T130000
DTEND;TZID=America/New_York:20251203T140000
DTSTAMP:20260501T104511
CREATED:20251024T182507Z
LAST-MODIFIED:20251204T114917Z
UID:10000818-1764766800-1764770400@usteducation.org
SUMMARY:Integrating Financial Health Assessments into Your Organization’s Planning Process
DESCRIPTION:Course Description\nThe markers for tracking and assessing a nonprofit organization’s financial health are not a mystery. The key elements of financial health (operating reserves\, funding\, and operational expenses) are generally easy to identify and understand. The biggest challenge is making the commitment to periodically pause and assess which direction the key markers of financial health are trending (up or down). We will discuss how adopting a commitment to pause and make an honest assessment of your organization’s every changing financial picture is an essential best practice. We will also discuss why operating reserves need to be treated as a key strategic financial health priority. Organizations that have accumulated significant operating reserves are in a more sustainable position than organizations that do not have adequate operating reserves. Thus\, operating reserves are an important indicator of longevity and financial health.\n \nLearning Objectives\n\nExplain the key elements of financial health and how they respond to changing conditions and unexpected disruptions. \nDesign and implement procedures to perform a periodic financial health assessment within their organization. \nAnalyze the role of operating reserves in organizational sustainability and use them as a strategic indicator of financial health. \nApply a financial health assessment template\, adapting it to evolving organizational needs and strategic priorities. \n\n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n  \n 
URL:https://usteducation.org/event/changing-perceptions-about-audit-committees-how-to-better-position-to-be-value-added-free-cpe-credit-free-cae-credit-2/
LOCATION:zoom.us/j/92744218130
CATEGORIES:Accounting,Accounting,ASSOCIATIONS & NONPROFITS,B2B/B2G,Budgeting,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/MichaelPaul24-AW.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T110000
DTEND;TZID=America/New_York:20250917T120000
DTSTAMP:20260501T104511
CREATED:20250805T193834Z
LAST-MODIFIED:20250917T193020Z
UID:10000765-1758106800-1758110400@usteducation.org
SUMMARY:Building a Contingency Plan for an Unexpected CEO Departure
DESCRIPTION:Course Description:  \nNonprofit organizations face many risks that can damage an organization’s hard-earned reputation\, deplete financial assets\, and generally cause operational mayhem. One often-ignored risk is the possibility of an unexpected departure of the “chief staff” position (CEO\, Executive Director\, etc.). Organizations that have risk mitigation procedures and contingency plans in place will fare better than organizations that are caught off guard. \nIn this presentation we will discuss actions and tactics you can use to lower risk and key success. We will discuss how to develop a set of contingency plans and document related action steps for an unexpected CEO departure through assembling basic risk mitigation procedures and tactical applications and documenting them in a formal written contingency plan. We will also discuss the important complimentary differences between organizational succession planning and CEO transition planning. We will conclude with a discussion on appointing an interim CEO allowing for time to work through a thoughtful 10-step CEO succession and transition plan. \n  \nLearning Objectives: \nIdentify key considerations for effectively responding to an unexpected CEO departure. \nAnalyze potential risks that may arise when the CEO position is vacant and how to mitigate these risks both to operational continuity and the organization’s reputation. \nDescribe the essential components of a contingency plan designed to ensure smooth interim operations and communication during executive leadership transitions. \nDifferentiate between organizational succession planning and CEO transition planning\, and explain how appointing an interim CEO supports a structured\, 10-step succession and transition process. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n 
URL:https://usteducation.org/event/building-a-contingency-plan-for-an-unexpected-ceo-departure/
LOCATION:zoom.us/j/94709494504
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/MichaelPaul25.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241209T110000
DTEND;TZID=America/New_York:20241209T120000
DTSTAMP:20260501T104511
CREATED:20240305T205617Z
LAST-MODIFIED:20241210T202106Z
UID:10000557-1733742000-1733745600@usteducation.org
SUMMARY:Enhancing the Treasurer Relationship and Collaboration
DESCRIPTION:COURSE DESCRIPTION: \nServing 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. \nTreasurers 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. \nThis 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. \n  \nLEARNING OBJECTIVES: \nParticipants will be able to identify strategies to quickly and effectively start Treasurer service from both the organization’s and Treasurer’s perspectives.  \n \nDevelop strategies to cultivate and become an impactful Treasurer.\n \nApply Tactics for Effective Collaboration with the Treasurer and the Finance Committee\, and the benefits of scheduling annual finance committee orientation meetings.\n \n\nPlan 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.  \n\n \n\n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n 
URL:https://usteducation.org/event/w510-enhancing-the-treasurer-relationship-and-collaboration/
LOCATION:https://zoom.us/j/99865823703
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/MichaelPaul24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240910T110000
DTEND;TZID=America/New_York:20240910T120000
DTSTAMP:20260501T104511
CREATED:20240305T205516Z
LAST-MODIFIED:20240910T182818Z
UID:10000556-1725966000-1725969600@usteducation.org
SUMMARY:Optimizing the Budget Building Process
DESCRIPTION:COURSE DESCRIPTION: \nWhat is so special about nonprofit organization budgets? Like all other types of corporate and business entities\, nonprofits must manage acquisition of funds and use of limited resources\, but with the added heavy responsibility that they exist to support the “public good” while being governed by volunteers. Consequently\, budgets serve an even greater role for nonprofit organizations. \nBudgets help nonprofits use (expend) limited financial resources in a manner that not only advances mission but also recognizes capacity constraints\, supports sustainability\, and promotes continuity. Culture\, management styles\, and assigning budget responsibilities are important elements of proactive working budgeting systems and budget building processes. \nIn this presentation we will discuss actions and tactics you can use to enhance budget building processes including adding an annual budget process assessment\, finding the right time to start the budget building process\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success. \n  \nLEARNING OBJECTIVES: \n– Assess the Impact of an Annual Budget Process Assessment: Participants will be able to assess how conducting an annual budget process assessment can facilitate change and improve organizational performance. \n– Evaluate Timing Strategies for Budget Building: Attendees will be able to evaluate different timing strategies for initiating the budget building process and predict the potential benefits of even minor adjustments. \n– Apply a Funding-First Approach to Budget Building: Participants will be able to apply a funding-first approach to budget development\, prioritizing revenue and support considerations to enhance funding assessments and align programs\, activities\, and operations with available resources. \n– Analyze Budgeting Tactics and Decentralization Techniques: Attendees will be able to analyze the effectiveness of special budgeting tactics\, including salary budgeting\, decentralization of the budget process\, and documenting budget assumptions\, as key factors for success. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w509-optimizing-the-budget-building-process/
LOCATION:zoom.us/j/99475547957
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/MichaelPaul24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240416T130000
DTEND;TZID=America/New_York:20240416T140000
DTSTAMP:20260501T104511
CREATED:20240305T204142Z
LAST-MODIFIED:20240313T131133Z
UID:10000555-1713272400-1713276000@usteducation.org
SUMMARY:Strategic Planning and Fiscal Sustainability for Finance Leaders
DESCRIPTION:COURSE DESCRIPTION: \nEighty-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? \nOne 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  \nThis session will explore ways to enhance visibility\, financial communications\, accountability\, improve management of financial resources\, and optimize the impact of financial reporting and messaging. \n  \nLEARNING OBJECTIVES: \n\n– We will explore four ways to optimize intra-year fiscal and financial planning and preparation\n– 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\n– Learn about two strategies to improve overall accounting and reporting effectiveness by being proactive with your financial messaging and adapting your communication methods\n\nCommunications between development and finance departments\nCommunicating beyond the numbers – financial storytelling
URL:https://usteducation.org/event/w508-strategic-planning-and-fiscal-sustainability-for-finance-leaders/
LOCATION:https://zoom.us/j/92328772643
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/MichaelPaul24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231204T130000
DTEND;TZID=America/New_York:20231204T140000
DTSTAMP:20260501T104511
CREATED:20230608T175150Z
LAST-MODIFIED:20231206T160834Z
UID:10000438-1701694800-1701698400@usteducation.org
SUMMARY:W459: How to Engage\, Communicate\, and Get More Out of Your Nonprofit Board Members
DESCRIPTION:COURSE DESCRIPTION: \nServing on a nonprofit organization’s Board of Directors can be a rewarding and often life-changing experience. Senior management for nonprofit organizations needs to be more active helping their Board members to learn how to be more effective during their Board service term helping Board members find and align their passion and capacity to serve while meeting the needs and expectations of the nonprofit organization they will represent. We will discuss three specific aspects of the Board member lifecycle: \n\nNew Board Member Planning and Preparation\nPathways to Effective Continuing Board Leadership\nPast Presidents and Retiring Board Members Can Be a Powerful Resource or a Missed Opportunity\n\n  \nLEARNING OBJECTIVES: \n\n– Learn about how to help new Board members to get off to a faster start and quickly learn how to be more effective during their first year of Board service.\n– How to take a proactive approach to help Board members to find a pathway for continuing their Board leadership roles and find leadership styles that meet their skills and time constraints.\n– We will discuss different tactics for how to optimize and consider continued using and finding interactive opportunities to use retiring Board members especially Past Presidents (Past Board Chairs) in a manner that brings enjoyment to the individual while helping the organization and not getting in the way of the current seated Board of directors.\n\n  \nResources and Source Articles and Two Series from the SE4N Website  \n\nNew Board Member Planning and Preparation\n\nServing on a nonprofit organization’s Board of Directors can be a rewarding and often life-changing experience. The first year of Board service will set the stage for the remainder of your time on the Board and directly affect opportunities for engagement\, impact\, visibility\, quality of experience\, and advancement.\nThis 4-part series aims to help new Board members set basic goals and develop realistic expectations for success during this critical early stage of their Board tenure.\n\n\n\n  \n\nPathways to Effective Board Leadership Series \n\nTo be an effective Board member you must consider how your own passion and capacity to serve align with the needs and expectations of the nonprofit organization you will represent.\nThis 4-part series will help you assess and choose the leadership path that is best aligned to the organization as well as yourself\, so that you will be in a position to complete your Board service without regrets or second guesses.\n\n\n\n  \n\nPast Presidents Can Be a Powerful Resource or a Missed Opportunity\n\nI have looked at many lists of Past Presidents for nonprofit organizations and been amazed by the roster of names\, but I am often disappointed at how many Past Presidents have become lost connections. High performing nonprofits keep their Past Presidents engaged and connected with meaningful active roles that are thoughtful and strategic.\nThe position of President or Board Chair is usually short-term however the title of Past President lasts a lifetime. We can learn from the organizations that put a high value on this important resource and have worked to maintain a long-term connection with their Past Presidents. Common themes and tactics used include a strong emphasis on continuing service\, active use of their knowledge\, support and network\, and amplification of their voice as spokespersons and ambassadors.\nContinuing service is a key point of emphasis. Organizations need to develop guidelines for active continuing engagement of Presidents after their terms expire and/or following completion of their term as Immediate Past President. Engagement must be active and regular\, driving home the point that Past Presidents will have a meaningful continuing service role. These roles can be divided into two categories: ceremonial roles and specific functions.\n\n\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w459-how-to-engage-communicate-and-get-more-out-of-your-nonprofit-board-members/
LOCATION:https://zoom.us/j/99905779596
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/06/Paul-.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231003T150000
DTEND;TZID=America/New_York:20231003T160000
DTSTAMP:20260501T104511
CREATED:20230216T195533Z
LAST-MODIFIED:20231027T154347Z
UID:10000367-1696345200-1696348800@usteducation.org
SUMMARY:W430: Effective Financial Messaging for Nonprofit Organizations
DESCRIPTION:COURSE DESCRIPTION: \nHow financial information is presented and communicated is as important as the financial information itself. Accurate and timely financial reports are essential but reports that are overly complicated and hard to read are almost useless and tend to be ignored. \nThis interactive webinar presentation will cover useful tactics and options to enhance the effectiveness of your nonprofit organization’s financial reporting and messaging\, addressing topics such as financial dashboard development\, purpose-built financial messaging\, and building trust and connection with financial reports among the Board\, management\, and staff. We will conclude with a set of quick takeaways centered around adding pre-month-end closing meetings with department managers\, finding opportunities for small financial teaching moments\, and discuss financial reporting options for annual reports. \n  \nLEARNING OBJECTIVES: \n\n– Learn about the advantages of purpose-built financial messaging and how to help the Board\, staff\, and other users of financial information to have trust and confidence in your organization’s financial reports.\n– Explore key concepts related to building out financial dashboards that users can relate to and use.\n– Discuss optimization tactics and strategies to improve understanding of financial reporting through the use of pre-month-end closing meetings\, finding small financial teaching moments\, and how best to display financial information in annual reports.\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w430-effective-financial-messaging-for-nonprofit-organizations/
LOCATION:https://zoom.us/j/97107163787
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/06/Paul-.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T150000
DTEND;TZID=America/New_York:20230509T160000
DTSTAMP:20260501T104511
CREATED:20230216T195525Z
LAST-MODIFIED:20231013T172213Z
UID:10000366-1683644400-1683648000@usteducation.org
SUMMARY:How to Improve the Financial Health of Your Company | Key Steps
DESCRIPTION:COURSE DESCRIPTION: \nFinancial health is a key component of sustainability and could be argued the most important factor. Without financial health\, nonprofit organizations will be greatly limited in their efforts to deliver on mission\, procure funding\, and be a sphere of influence. To obtain financial health\, senior leadership (Board\, finance committee\, and senior management) must be well informed of the moving parts that make up financial health and how to monitor changing status and conditions. Financial health is best observed on the balance sheet and keeping a close eye on operating reserves. We will explore how to help senior leadership to better understand and monitor the balance sheet and operating reserves and from an income statement point of view\, we will discuss the hidden benefits of segregation of duties and impact of overhead expenses and allocation of indirect costs and impact on the “bottom-line”. We will finish with a “Quick Takeaways” roundtable discussion covering short and intermediate cash management\, monthly distribution of financial reports\, and the importance of regular communications between development and finance departments and cash management target Policies. \n  \nLEARNING OBJECTIVES: \n\n– Learn about how to help senior management to better understand the balance sheet\nand operating reserves and impact on financial health.\n– Explore options and strategies for managing overhead expenses and allocation of\nindirect costs and the hidden benefits from expanded segregation of duties.\n– Learn about the benefits of short and intermediate cash management strategies and\nmonthly distribution of financial reports.\n– Discover how enhancing communications between the finance department and\ndevelopment department is critical to compliance and meeting donor expectations and\npromises.\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/how-to-improve-the-financial-health-of-your-company-key-steps/
LOCATION:https://zoom.us/j/94471543654
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/05/Paul-.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221013T130000
DTEND;TZID=America/New_York:20221013T143000
DTSTAMP:20260501T104511
CREATED:20220804T162915Z
LAST-MODIFIED:20220914T152534Z
UID:10000142-1665666000-1665671400@usteducation.org
SUMMARY:W279: Difficult Financial and Budget Communications with Nonprofit Boards
DESCRIPTION:COURSE DESCRIPTION: \nNonprofit organizations are confronted with managing during continuing uncertain times where the path forward can and will most likely change quickly. These conditions naturally cause feelings of unease and hesitancy. Strong financial and budget communication practices and protocols are essential for management to effectively lead and be innovative during challenging times. We will discuss tactics for communicating difficult budget issues to your Board. \n  \nLEARNING OBJECTIVES: \n\nWe will discuss three tactics for communicating budget issues with your Board.  \nLearn how to incorporate multi-year budgets and associated key assumptions driving those multi-year budgets and forecasts into essential management and messaging practices.  \nWe will explore how organizations should assess purpose and impact of Board designated funds and consider alternatives.  \nWe will conclude with a discussion on why nonprofits need to strive to make a profit and how best to communicate planning related to this sensitive tactic.  \n\n 
URL:https://usteducation.org/event/w279-difficult-financial-and-budget-communications-with-nonprofit-boards/
LOCATION:https://zoom.us/j/92219129373
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/W278WS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220510T130000
DTEND;TZID=America/New_York:20220510T143000
DTSTAMP:20260501T104511
CREATED:20220527T151702Z
LAST-MODIFIED:20231013T180507Z
UID:10000116-1652187600-1652193000@usteducation.org
SUMMARY:Operating Reserves and the Path to Sustainability – UST Education Series
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \nWe will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves\, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning\, messaging and reporting to your board of directors. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nLearn the operating reserves and the path to sustainability\nLearn important core concepts related to operating reserves and connections to enhancing sustainability\nLearn strategies and goals for building operating reserves\, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning\, messaging and reporting to your board of directors
URL:https://usteducation.org/event/operating-reserves-and-the-path-to-sustainability-ust-education-series/
LOCATION:Group Internet-Based
CATEGORIES:Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-19.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220125T110000
DTEND;TZID=America/New_York:20220125T123000
DTSTAMP:20260501T104511
CREATED:20220328T190234Z
LAST-MODIFIED:20231013T171701Z
UID:10000030-1643108400-1643113800@usteducation.org
SUMMARY:Financial Communications for Your Board | 5 Key Tactics
DESCRIPTION:To successfully navigate difficult decisions requires proactive strong strategic financial leadership from the Chief Financial Officer Position (CFO\, Director of Finance\, Controller) to drive mission delivery and impact\, improve financial health and super-charge governance. \nDuring a time of great disruption and uncertainty\, bold Executive Officer fiscal and financial leadership is needed to meet the challenge brought on by difficult decisions\, not hesitating to lead and drive change during a time of challenges and adversity. Explore the power active financial officers must have to lead\, be innovative\, effect change and reposition a nonprofit organization. The ability to effect change is directly related to how well you can communicate\, message\, provide financial reports\, and interact with board members and other volunteer leadership. Learn about how effective CFO’s have up their game improving their financial communications and opportunities to interact with Boards. \n\nLEARNING OBJECTIVES\n\n\nLearn about how empathy needs to be incorporated into financial problem solving\, messaging\, and communications.\nExplore how to better prepare for board and finance committee meetings that are occurring mostly in a virtual format and how to prep for these meetings and improve outcomes.\nLearn how to provide financial information in a format that is easier to understand and comprehend and helps with performance and impact assessments.\nExplore other strategies that will help financial executives to better connect with nonprofit Boards to advance strategic planning and innovative change.
URL:https://usteducation.org/event/financial-communications-for-your-board-5-key-tactics/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-11.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211209T150000
DTEND;TZID=America/New_York:20211209T163000
DTSTAMP:20260501T104511
CREATED:20220328T190307Z
LAST-MODIFIED:20231013T165431Z
UID:10000040-1639062000-1639067400@usteducation.org
SUMMARY:Best Budgeting System to Implement for Your Organization
DESCRIPTION:Proactive Organizations are Being Aggressive with Budget Innovation\, Interaction and Changes\n \nThe past 18 Months have been unpredictable and have impacted budgets in both positive and negative directions. Budget tactics and systems need to evolve and change to stay relevant\, be value-added while also supporting enterprise risk management (ERM) efforts. We will discuss a number of key budget innovation tactics that will be useful in supercharging your budgets and making them more effective at enhancing sustainability\, supporting mission\, and improving financial health.\n \n\nLEARNING OBJECTIVES\n\n\nLearn how capital budgets have an important role\nLearn how to stress test funding\nLearn more about creating a culture of budget projections – engaging staff\nLearn how to apply phase-in strategies to triumph over uncertainty and gain acceptance\nLearn how using operating reserves during a time of uncertainty
URL:https://usteducation.org/event/best-budgeting-system-to-implement-for-your-organization/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-11.png
END:VEVENT
END:VCALENDAR