Tuesday, October 16, 2012
8:30 AM - 12:00 PM
To run a nonprofit successfully, you need to raise enough money to accomplish its mission. However, just as important is your ability to steward the money raised so that you can account for every dollar raised. An organization is accountable to its board, staff and the general public to know how much revenue it is receiving and how that money is being spent. It also needs to ensure that grants and all other income are spent in the manner intended.
In this session, we will cover best practices for the following:
- Creating and following an annual budget
- A system for tracking revenues by fund categories and by restricted versus unrestricted funds
-The importance of planning ahead for difficult financial times
- Appropriate internal controls to prevent improper uses of funding and to ensure that costs are controlled
- What to expect from an audit or financial review
- How to develop a reserve fund and financial policies, including an investment policy
You will walk away with best practices to safeguard your organization`s assets and account for its financial resources.
This session is intended for Board Members, Executives, Senior Staff and anyone who works with the organization`s Finances.
Learn more about Fiscal Management for Nonprofits and other tracks offered by the Center for Nonprofit Success.
The Leadership Series will take place at The Studio. The Studio is conveniently located in southeast lower Queen Anne in the Williams - Helde Marketing Building, close to I-5, Highway 99 and downtown Seattle. The full address is:
711 Sixth Avenue North, #200
Seattle, Washington 98109
The Studio is located on 6th Avenue NORTH between Roy and Valley. It is on the 2nd floor of the building. The building has two entrances: the front door or the back door. The front door faces Sixth Avenue North and is the main entrance. The building is slate brown with tall narrow windows. It is located directly across the street from Girl Scouts Corporate Office. The sign in front of the building says Williams-Helde Marketing Communications. When you enter building from the front door, please take the stairs to The Studio on the 2nd floor. When entering from the back entrance, please climb the metal stairs outside to a door marked William - Helde. The Studio is right inside.
The Studio is accessible by Metro Bus. The metro bus stop is on the corner of Valley Street and Taylor Avenue, North. For schedules, fares and maps, please visit: http://metro.kingcounty.gov/
Walking directions from Bus Stop to Venue: Exit Bus Stop and go straight on Valley Street. Continue on Valley Street, crossing over Taylor Avenue, N. Go one block and make right on 6th Avenue, N. Venue will be on the right. It is approximately a 2 minute walk from bust stop to venue.
From I-5 (either direction): Exit at Mercer Street and follow signs to Seattle Center. From the Exit ramp, proceed forward, continue onto Broad Street and turn right on 5th Ave. N. Turn right on Valley Street, and right on 6th Ave. North.
From Downtown: Via 3rd Avenue - Go north up 3rd Avenue. Turn Right on Broad Street. Turn left on 5th Avenue North (under monorail). Go 1 block past Mercer, turning right on Roy St. Go 2 blocks, turn left on 6th Ave North.
Via 6th Ave - Go north up 6th Ave. Turn left on Denny Way. Turn right on 5th Ave. North. Go 1 block past Mercer, turning right on Roy St. Go 2 blocks, turn left on 6th Ave North.
From Alaskan Way Viaduct: Exit viaduct at Western Avenue, following signs to Seattle Center. Continue north on Western Avenue. Turn right on Broad Street. Turn left on 5th Avenue North (under monorail). go one block past Mercer. Make a right turn on Roy Street. Go two more blocks and make a left on 6th Avenue North. The venue will be on the left.
There is a lot of construction in this area and you should check this site for more information on closures: http://www.wsdot.wa.gov/Projects/SR99/HolgateToKing/FerryAccessAndAlaskanWayClosure.htm
From Aurora Avenue North: As you head south down Aurora, get into the right lane as you approach Seattle Center. Turn right on Valley Street. Turn left on 6th Avenue North (one block west of Aurora). The venue will be on the right.
From Ballard/Magnolia: Go south on Elliott Avenue. Turn left on Mercer, following signs to Seattle Center. Proceed past Seattle Center. Turn left on 5th Ave. North. Go 1 block, turn right on Roy St. Go 2 blocks, turn left on 6th Ave. North.
Click here for the map to the venue location: www.thestudioseattle.com/pdf/thestudioseattle_map.pdf
Construction in Downtown
Please check the WA State Department of Transportation website for the latest in road closures and construction in the downtown area. http://www.wsdot.wa.gov/Northwest/King/Seattle.html
Parking is ample and affordable near the venue. There is free street parking available at the venue on Roy Street, Valley Street, 6th Avenue N., Taylor Ave N., Aloha Street, and Ward Place. This is first come first serve. Once the on street parking fills up there are two parking lots nearby.
Parking Lot 1: Located at the corner of 6th Avenue North and Roy Street. This is a surface parking lot. The fee is $6.00 cash for up to four hours. Cash only and exact Change is required. This lot is located approximately 1/2 block from the Venue. Exit lot to the right on 6th Avenue North. The venue will be on the right.
Parking Lot 2: Located at the corner of Roy Street and Aurora Avenue. This is a surface parking lot. The fee is $4.00 for up to four hours. Cash only and exact change is required. This lot is located approximate two blocks from the venue. As you exit lot, go straight on Roy Street. Make a right on 6th Avenue North. The venue will be one block up on your right.
Alternate Transportation Options
Yellow Cab (206) 622-5600
Seattle Taxi Company (206)242-6200
Orange Cab (206)522-8800
Most hotels near the Leadership Series venue are within the $100 - $189 per night range. The following hotels are within a three-mile radius of the venue:
Hampton Inn & Suites BOOK NOW 0.12 miles from venue
Courtyard by Marriott Downtown BOOK NOW 0.27 miles from venue
Comfort Suites Seattle BOOK NOW 1.83 miles from venue
Four Points by Sheraton Downtown BOOK NOW 0.03 miles from venue
Homewood Suites by Hilton Downtown BOOK NOW 0.79 miles from venue
Director of Finance and Human Resources
Bellevue Convention Center Authority (BCCA)
Eric has been involved in financial management for 17 years. In his current position, he is responsible for administering the BCCA's accounting, budgeting, financial, human resources and information technology functions while improving processes and reducing risk. Eric is also a part-time Adjunct Faculty member at Seattle University and teaches Financial Management related to public and not-for-profit organizations. Before the BCCA, Eric worked as Budget Manager at City of Newcastle where he oversaw budgeting, accounting, payroll, AP/AR, asset management and investment functions. Eric currently serves as Finance Committee Member for KidsQuest Children's Museum located in Bellevue. He earned a Master of Arts in Public Administration from Seattle University and a Bachelor of Arts in Public Administration from Eastern Washington University. He is a member of Government Finance Officers Association, Washington Finance Officers Association, Puget Sound Finance Officers Association (Board Member) and Society for Human Resource Management.
Director of Finance & Administration
Ryan has worked in nonprofit financial management since 2005. Currently he is responsible for accounting, admissions, information technology and administration for the Seattle Aquarium, which recently became a nonprofit organization. In 2011 he was responsible for the first financial statement and A-133 audit as well as the implementation of the first institution-wide budget in the fall of 2010. In 2009 he worked extensively on due diligence and negotiations with the City of Seattle for the transition to nonprofit management. Prior to the Aquarium, he was a Finance Manager for a division of IBM where he was employed since 2000. Ryan has held finance positions in Seattle with Boston Market, Sequent Computers and Real Networks. He earned a MIM in International Management from the American Graduate School of International Management "Thunderbird" and a BBA in Finance from New Mexico State University.
Greenwood Ohlund & Co
Amanda has been involved in nonprofit finance for 9 years. In her current position as a CPA, she is responsible for providing audits, review and compilations to nonprofit organizations, and preparation of form 990. She also helps various nonprofits manage day to day financial operations, and serves as a 'part time' finance director and CFO helping clients evaluate and maintain internal controls, prepare annual budgets, and successfully navigate yellow book (A133) annual audits. She has served as the finance director in house for Seafair where she was responsible for day to day accounting operations, budgeting, managing temporarily restricted funds, and an annual audit. She earned her Bachelors in Accounting from University of San Diego and a Certificate in Nonprofit Management from University of Washington. She is a member of Washington State of Society of CPAs. Amanda served as treasurer of Communities in Schools of Auburn for 6 years and is currently the Chair-elect of the Seafair Foundation.
Seattle Musical Theatre
Janet has been involved in financial management for 15 years overseeing significant budget expansion in small and medium sized nonprofits. In her current position, she is responsible for oversight of all financial management systems including budgets and ongoing analysis, cash flow forecasting, and accounting safeguards. She has increased financial awareness among Board members and developed fiscal policy that meets generally accepted accounting principles. In addition, she has cultivated several new income streams to meet the mission, strategic plan and the newly launched 2.5 million capital campaign. Previously, as Director at Homestep/Church Council of Greater Seattle, Janet was responsible for all financial management, including oversight of 30 grant contracts. As Executive Director of The Interfaith Association of NW Washington, Janet expanded the budget from $100,000 to 1.5 million while implementing new fund development and financial management processes. Janet currently serves as a Board Member for two other nonprofits and consults through her agency, Common Bond Consulting. Janet has a bachelor's degree in theatre and communications, a Master's in Fine Arts and will be completing her Master's in Public Administration at Seattle University this year.
Our unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions
that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times.
Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass.
Mentors for this session will be announced shortly.
Agenda for this session will be announced shortly.
Our Full Summit pass is an all-inclusive registration that gives you access to all seminars and handouts at the Summit for one incredibly low fee. The pass includes:
If you would like to take full advantage of the Summit, this is the most affordable option
Our Full Leadership Series Pass enables you to attend the monthly Leadership Series in one city for an entire year for one incredibly low price. If you would like to attend as many of the sessions as possible, this is the most affordable option.
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