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

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

Event Information


Mar 12, 2021 - Mar 12, 2021


10:30 AM - 2:30 PM



United States

CAE Credits:




Member Price:


NonMember Price:



CAE Credits: Registrants will earn a maximum of 3 CAE credits. Credits can only be earned through live attendance.

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.

Registration for this online program will close Friday, March 12, 2021 at 10:00 a.m. ET.

Accessibility Features:
This program will be hosted via Zoom and will have captioning provided by If you would like to request a live captioner to be available during the event, please reach out to Linnae O’Flahavan

  • Agenda

    • All times are Eastern Time.

      10:15 – 10:30 a.m.: Welcome

      10:30 a.m. – 12:00 p.m. Basic Accounting Concepts
      Double-Entry Bookkeeping
      Assets, Liabilities
      Financial Statements
      Internal Reporting

      12:00 – 1:00 p.m. Break for Lunch

      1:00 – 1:45 p.m.: Nonprofit Accounting/Finance
      Revenue Streams
      Programmatic vs. M&G
      Restricted funds, reserves

      1:45 p.m. – 2:30 p.m.: Reading Financial Statements
      Key metrics
      Board presentations
      Cash flow and investments

  • Speakers

    • author image

      Jason Spessard, CAE

      Jason Spessard directs the financial and administrative functions of the Association for Research in Vision and Ophthalmology (ARVO) and the ARVO Foundation for Eye Research. Founded in 1928, ARVO represents over 12,000 researchers dedicated to understanding the visual system and preventing, treating and curing its disorders. The ARVO Foundation for Eye Research exists to provide ongoing support for innovative and novel vision research, particularly work with translational impact that fosters collaboration between clinicians and basic scientists. Prior to joining ARVO, he worked as an outsourced CFO with the firm, CliftonLarsonAllen, where he served associations, foundations, and other public service organizations. Mr. Spessard is a CAE and has served on several ASAE committees. He is a past chair of the Finance and Business Operations Council. He previously served as the Treasurer on the board of 501cTECH, a provider of technology services to nonprofit organizations in the DC-metro area.

  • 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

      In-Person Programs and Virtual Programs: ASAE will fully refund program registrations fees in full with notifications submitted to ASAE Registration via e-mail at [email protected] All registration cancellations and refund requests must be made in writing by 10 business days before the program. Requests made in writing less than 10 business days prior to the first day of the program starting will receive a refund of registration fees minus a $50 administrative fee. Refunds cannot be approved for 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.