Association Finance Best Practices Online Seminar Series

Event Information


Oct 15, 2019 - Oct 18, 2019



United States

CAE Hours:




Member Price:


NonMember Price:



CAE Credits: Registrants will earn a maximum of 4 CAE credits.

Without careful management of its financial resources, your association can’t pursue its mission. From smart investing to transparent reporting to making financial information accessible to decision makers, following a few best practices will ensure good stewardship of your organization’s financial assets.

In this four-part online seminar series, you’ll learn how to:

  • examine your investment policies and performance in the context of your goals and ability to assess and manage risk
  • conduct effective oversight and management of reserves
  • implement accessible, transparent, and timely financial reporting
  • incorporate internal controls to promote efficiency and prevent fraud

This online seminar series consists of four 60-minute live online sessions that feature facilitated audio content and conversations. Before the first session, registrants will receive login information and links to test their computer and become acquainted with the platform. Participants will have access to recorded sessions, reference materials, and more for up to 30 days following the program.

Registration for this online seminar series will close Monday, October 14, 2019, at 12:00 p.m. ET.

Register here for the full series, or register for one or more individual sessions:

  • Agenda

    • Tuesday, October 15, 2019

      2:00 – 3:00 p.m.

      Evaluating Your Investment Policy and Performance
      Regardless of how your association may feel about the performance of its investment reserves, you need objective metrics to hold those involved accountable for the results. Engage in a step-by-step exercise to develop a benchmark that can serve as a performance expectation. Get investment policy and reporting insights to promote transparency in the investing process.

      Wednesday, October 16, 2019

      2:00 – 3:00 p.m.

      Using Reserves to Expand Your Mission
      As the stock market has rallied over the last decade, reserve portfolios have grown. Associations should be reviewing their reserve policies and considering ways to use these gains to reinvest for the benefit of their members. Explore an outline for determining the proper level of reserves, then look at how boards are responding once their target level has been met. Examine three case studies that show how associations and their foundations are expanding services to their members, undertaking new initiatives, and promoting innovation. Get a framework for conversations that staff, committees, and boards should have about their reserves.

      Thursday, October 17, 2019

      2:00 – 3:00 p.m.

      Develop Accessible Financial Reports for Non-financial Users
      Associations with accessible, transparent, and timely data are poised to thrive today and into the future. To harness this power, key decision makers need to be able to analyze and understand complex financial data, but many association decision makers are not financial professionals. Learn how to translate complex financial information into easily understandable reports and dashboards for non-financial users. Hear case studies highlighting dashboards and financial reporting that support strategic decision-making.

      Friday, October 18, 2019

      2:00 – 3:00 p.m.

      60 Tips in 60 Minutes for Fraud Control and Risk Assessment
      Fraud can happen at any association, but the right controls can mitigate that risk. Learn how to incorporate best practices at all levels to eliminate or reduce the potential for fraud and how to apply technologies to achieve financial efficiencies. Examine internal controls that are at the forefront of financial audit reviews and reporting. Leave with insights and a checklist for how to keep yourself, your CEO, and your organization compliant with best practices and out of hot water.

  • 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 October 8, 2019 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