Principles of Financial Management

Principles of Financial Management

Event Information


Jun 26, 2017 - Jul 24, 2017 Eastern


Facilitated Virtual Course

CAE Hours:


Member Price:


NonMember Price:



Managing your association's bottom-line is critical when applying the basic principles to ensure financial stability, legality, and compliance. Learn how to think through and operate financials at your current workplace through advice from experienced facilitators and feedback from peers. And, learn through two texts; Financial Management Handbook for Associations and Nonprofits by Craig Stevens, Kate Petrillo, and Dawn Brown, and Association Tax Compliance Guide, by Jeffrey S. Tenenbaum.

Whether you're a financial professional with one to three years of experience or a senior-staff member needing financial fundamentals, this course is designed for you.

  • Agenda

    • Principles of Financial Management: A 28-Day Course:
      Self Service Orientation Days
      Module 1 - Accounting Basics
      Module 2 - Administrative and Management Function of Associations
      Module 3 - Financial Management Basics
      Module 4 - Financial Planning and Reporting
      Module 5 - Financial Governance
      Module 6 - Conclusion

      Level II:
      Developed for participants with general knowledge of the literature and professional practice in the areas covered.

      Target Audience:
      Ideal for association finance professionals and non finance professionals who:

      • Budget, manage, or maintain financial records within their association;
      • Posses one to three years of experience; and
      • Chief Financial Officers new to nonprofit organizations; or
      • Controllers new to nonprofit organizations.

      Participant Kit:
      Registrants will receive a participant kit of publications. Shipped materials will be sent to the address listed in the member profile of the registrant. Domestic shipping for particpant kits is typically 4-5 business days. Non U.S. residents should confirm shipping times and are responsible for Customs processing fees.

      Circle Club Members:
      Please contact your organization's Circle Club representative to register.

  • Speakers

    • author image

      Charles L. Martin Jr., CIA(Retired), CAE

      Retired COO, American Physical Therapy Association. Formed a consulting service LLC to offer peer review, governance, internal control, financial analyses, and investment services/reports. Served on the MOAA Board of Directors; Chair of Investment Committee; Member, Finance/Audit & Member Services committees; Frequent facilitator for ASAE On-Line Courses -- Principles of Association Mgt and Principles of Financial Mgt. Treasurer, Foundation for Physical Therapy; Serve on Audit Committee for two national associations; Finance Committee, Air Force Association; Treasurer, Potters Glen Community Association. Former 8-year Board member on AFROC (a continuing care retirement community), a 501 C(3) corporation.

  • Sponsors & Partners

  • Policies

    • Attendance cancellations must be received within five business days before the program begins. A $75 cancellation fee will apply. There are no refunds for cancellations received less than five days before a program. No-shows will not be refunded. The nonmember rate includes a one-year membership. If you prefer to opt-out of this offer please notify our Member Service Center.