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FINANCIAL PLANNING PROCESSES:
A Deep Dive into Budgeting, Forecasting, and Budget Adjustment Plans
An in-depth training workshop for nonprofit & association staff

3.5 CAE Credits & 4.2 CPE Credits
July 27, 2017 | 08:15 AM - 12:30 PM
1727 I St NW, Washington, DC 20006

Today’s tax-exempt organizations are operating in a challenging environment being reshaped by political and economic shifts, demographic changes and sweeping technological and industry evolution.

Traditional ways of building—and using—budgets can leave you strapped with unrealistic numbers that end up costing you everything from vital programs to the confidence of your members and your reputation in your industry.

That’s why it is critical for nonprofits’ financial professionals to dive deeper into the planning process, applying new strategies and playing new roles in securing—and transforming—their organizations. Now, Association TRENDS gives you the opportunity learn these new skills and strategies during the second workshop in its acclaimed Nonprofit Finance Workshop Series.

Register now for FINANCIAL PLANNING PROCESSES: A Deep Dive Into Budgeting, Forecasting and Budget Adjustment Plans

This highly interactive half-day workshop starts with an in-depth presentation by Michael D. Ward and Melissa Panagides-Busch from the well-known tax and accounting firm BDO. With a laser focus on the nonprofit world, they’ll deepen your knowledge on how to structure and manage the budget process, evaluate alternatives and monitor performance against the budget. You’ll also learn how, when necessary, to adjust the budget and leverage performance data to inform successive budgets.

The opportunity to transform your organization. No more struggling with an ineffective and unreasonable budget! After their presentation, the speakers will lead an expert panel discussion for additional insights on how to turn financial planning into a transformative process that helps strengthen everything from marketing efforts to members’ confidence in the future of your organization. You will also have networking time with association peers and sponsors, and the chance to ask the speakers and the panel members your specific questions.

Register now for critical new insights on strengthening your nonprofit’s financial health, including:

  • A clear understanding of the basic elements of a budget and the budget lifecycle
  • Key players’ roles and responsibilities in creating and managing a budget
  • How to use your budget as a management tool
  • When and how to adjust (or formally revise) a budget
  • Various options for financial reporting

Remember, budgeting for a nonprofit is different. Don’t miss this opportunity to learn secrets for setting appropriate budgets—and how to revise them as needed to keep planning and financial health on track. You’ll also benefit from CAE and CPE credits and valuable networking time with your colleagues.

Register now for FINANCIAL PLANNING PROCESSES: A Deep Dive Into Budgeting, Forecasting and Budget Adjustment Plans.

Meet your Speakers

Michael Ward, Partner, Business Services and Outsourcing at BDO, has over 30 years of progressive business experience spanning accounting, finance, marketing, strategic planning and executive leadership positions. Since 2004, he has overseen accounting services and served as a consulting CFO to a variety of nonprofit and small business clients with annual budgets of less than $1 million to more than $85 million per year. Michael serves as a strategic and consultative resource to both management and Boards of his clients. He brings the additional perspective of having served on nonprofit boards since 2003, currently serving organizations with annual budgets more than $200 million and total assets of more than $150 million. He guides budget development and financial analysis, contributes to strategic planning, and provides financial leadership to clients in interactions with funders and regulators in addition to overseeing the accounting function.

Melissa Panagides-Busch has over 17 years of experience and expertise in project management and is Management Advisory Services Senior Manager at BDO. She is a certified Project Management Professional (PMP) who has managed large-scale, complex and challenging projects in a variety of programmatic settings. She has established and successfully managed Project Management Offices (PMOs) in a variety of organizations and most recently build and managed a PMO for several large organizational change and strategic initiatives. Melissa brings a practical and professional focus to the work. Her PMOs are structured and managed to address the immediate needs the organization to keep work flowing while focusing on the organizational and cultural changes that were necessary for a productive and effective future state.

Who Should Attend

This TRENDS training workshop is of immediate value to trade associations, professional societies, charities and other tax exempt organizations. Participants should have some management or leadership experience. Attendees who will benefit the most include:

  • CEOs and Executive Directors
  • CFOs
  • Vice Presidents-Finance
  • Directors-Finance and Operations

Event Details

Event Details
When: Thursday, July 27th, 8:15-12:30
Where: 1727 I St NW, Washington, DC 20006  
What's included: Networking, breakfast, expert speakers, and peer panel discussion. 

CAE Credits: Association TRENDS is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org
 

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted upon a 50-minute hour.  National Registry of CPE Sponsors ID Number: 109435

Delivery Method: Group-Live
Field of Study: Specialized Knowledge & Applications
Prerequisites: None
Level: Update