The Bottom Line: Finance for the Non-Financial Manager - Half Day

The Bottom Line: Finance for the Non-Financial Manager - Half Day

Event Information

Date(s):

Apr 25, 2018 - Apr 25, 2018 Eastern

Time:

9:00 AM - 12:30 PM

Location:

J.W. Marriott, Jr.–ASAE Conference Center / ASAE Building

1575 I Street, NW
Washington, DC 20005
United States

CAE Hours:

3

Levels:

Foundational

Member Price:

$395.00

NonMember Price:

$495.00

Access Points:

8

Description

The Bottom Line is designed for non-financially-oriented individuals, employees with new budgeting responsibilities, or people who are just looking to broaden their scope of knowledge.

You'll learn or review the basics of financial information—the key terms and concepts that even former humanities majors need to understand in order to succeed in thriving organizations. By the end of this program, you will feel comfortable engaging in conversations involving terms like revenue, accrual accounting, and cash flow.

Even if you're not a "numbers person," the Bottom Line will allay your fears and allow you to shine in a room full of financial stars.

The half-day Finance for the Non-Financial Manager workshop will include a comprehensive overview of finance essentials, enabling you to use financial acumen to add value when your association makes growth and strategic allocation decisions. You’ll learn to become a better user of financial information so you’re a more strategic contributor to your association.

Attend to learn:

  • nonprofit accounting and finance concepts (for example, revenue streams, programmatic vs. M&G, restricted funds, and reserves)
  • key terminology and basic accounting concepts (such as double-entry bookkeeping, assets, liabilities, financial statements, and internal reporting)
  • basic principles for interpreting financial statements (including budgeting, key metrics, board presentations, cash flow, and investments) and the importance of financial data in the decision-making process.

  • Agenda

    • 8:30 – 9:00 a.m. Registration

      9:00 – 10:00 a.m. Basic Accounting Concepts
      Double-entry bookkeeping
      Assets, liabilities
      Financial statements
      Internal reporting
      Auditing

      10:00 – 11:00 a.m. Nonprofit Accounting/Finance
      Revenue streams
      Programmatic vs. M&G
      Restricted funds, reserves

      11:00 a.m. – 12:00 p.m. Reading Financial Statements
      Budgeting
      Key metrics
      Board presentations
      Cash flow and investments

      12:00 – 12:30 p.m. Networking Lunch

  • Speakers

    • author image

      Robert Batarla, MBA, CPA, CAE

      Rob Batarla is vice president, finance and business development, and CFO for the American Physical Therapy Association. He has held several positions—including senior auditor, controller, director of finance and administration, and CFO—in many different settings, including public accounting, insurance, and associations. A licensed CPA in Maryland, Rob has a bachelor’s degree in business administration with a concentration in accounting from the College of William and Mary. He holds an MBA, with coursework specific to nonprofit and engineering management, from Old Dominion University.

  • Policies

    • Our Guarantee

      Our goal is to provide truly exceptional offerings and service, and we won't be happy until you are. If any programs, products or services of ASAE do not fulfill our promise, we will make the situation right.

      Cancellation, Refund & Substitution Policy

      Submit all requests to ASAE Registration via email at [email protected] All registration cancellations and refund requests must be made in writing by April 18, 2018, to receive a full refund, less a $75 administrative fee. Refunds cannot be approved for requests received after this date, to include no-shows. Substitutions are gladly accepted at any time. Badge sharing, splitting, and reprints are strictly prohibited.

      Event Cancellation or Postponement

      ASAE reserves exclusive right to modify, postpone/reschedule or cancel programs for any reason, including but not limited to emergency, inclement weather or other 'acts of God.' If there is an event cancellation, every attempt will be made to reschedule, and registration fees will be applied to the rescheduled event date. Any travel, lodging, or incidental expenses incurred related to a cancelled event cannot be refunded under any circumstances. If a cancelled event cannot be rescheduled, ASAE will determine an equitable basis for the refund of a portion or all of the registration fees, after due consideration of circumstances and expenditures.

      Consent to Use of Photographic Images

      Registration and attendance at, or participation in, ASAE meetings and other activities constitutes an agreement by the registrant to the use and distribution of the registrant or attendees' image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities by ASAE and other third parties, including but not limited the venue, the host city and the host CVB.