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):

Jun 09, 2017 - Jun 09, 2017 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:

Intro

Member Price:

$395.00

NonMember Price:

$495.00

Description

Access Pass Points: 8

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.

The Bottom Line is also available as a full-day program that includes playing an interactive board game to test your new financial skills.

  • 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.

  • Sponsors & Partners

    • A special thank you to our Strategic Partners for their continued support of this program.

  • Policies