Best Practices in Nonprofit Financial Management and Reporting

Friday, March 8, 2013

8:30 a.m. –3:30 p.m. on the UW Oshkosh campus

This workshop will discuss best practices for effective fiscal management systems. Topics that will be covered include budgeting, cash flow management, internal controls and financial policies and procedures. The instructor will also help participants understand nonprofit organization financial statements, regulatory and tax issues, and the role of the independent certified public accountant and the audit process. Program participants will:

Gain an understanding of the role of financial management in success of a nonprofit organization
Develop a working knowledge of key financial terms and concepts
Create an awareness of the importance of internal controls
Learn to survive the regulatory environment

Who Should Attend

Executive Directors, senior management, managers who want to attain more knowledge about financial matters. Board Members are also encouraged to attend to gain a greater knowledge of financial matters and individuals who are considering starting a Nonprofit organization.

Fee

The fee for this workshop is $110, and it includes materials and morning refreshments. Lunch is on your own.

Presenter

Scott R. Haumersen, CPA, Managing Partner at Wegner CPAs brings more than 30 years of experience providing accounting, auditing and not-for-profit advisory services to more than 700 nonprofit clients throughout Wisconsin. He is skilled in advising on financial management and analysis, as well as cultivating relationships between management, boards and stakeholders. He annually speaks to more than 1,000 nonprofits in Wisconsin at various trade shows, roundtables, university courses and conferences. Among his many board roles he is on the founding boards of Wisconsin Nonprofits Association and the Wisconsin Center for Investigative Journalism and is a member of the Leadership Council of UW-Milwaukee Helen Bader Institute for Nonprofit Management.

Continuing Education Units (CEUs)

Workshop participants can receive 0.6 Continuing Education Units (CEUs) for their 6-hour participation in this workshop.

Questions

For more information, contact the Division of Lifelong Learning and Community Engagement at (920) 424-1129 or toll free (800) 633-1442.

Program Manager

Bunny Hansen, Division of Lifelong Learning and Community Engagement, University of Wisconsin Oshkosh

Cancellation Policy

If UW Oshkosh Office of Continuing Education and Extension receives notice of cancellation 10 business days before the workshop, you will receive a full refund of fees, minus a $30 processing charge; No Refunds will be made for cancellations received after the registration deadline. No refunds will be given to no-shows. Registrations may be transferred to another person i n your organization at any time at no charge. Please inform us of such transfers in advance of the program, if possible. UW Oshkosh reserves the right to cancel any program due to insufficient enrollment, as well as the right to limit enrollment due to excessive demand.