Join us in Portland!
We will be hosting Finance Reporting & Grant Tracking Workshop on July 12-13 at the Red Lion Hotel on the River Jantzen Beach
Room blocks are available while spaces last. Reserve before June 9th and registration is FREE! Registration after June 9th will cost $220.00
Rooms are available in our room block before June 14th for $179.00 per night.
Join your industry comrades for this 2-day training where we will uncover the secrets of budgeting for non-profits, financial reporting, and steps to success for keeping your non-profit books in order.
If you have questions or would like to reserve your spot, email firstname.lastname@example.org
The room block rate will stay at $179 +tax until June 14th, just mention “CDFI training”.
Both the room block, and workshop will be located at the Red Lion Hotel, 909 N Hayden Island Dr, Portland, OR 97217. You can reserve your room under the room block rate HERE or by calling the hotel directly at (503)283-4466 and ask for the CDFI Training.
Reserve through the Red Lion WEBSITE by June 14th to receive the discounted room rate and after you reserve your room be sure that Chris (email@example.com) or Cassandra (firstname.lastname@example.org) have your name down as an RSVP in order to attend the workshop for free.
Come and join other Native CDFI accountants, grant managers and financial management professionals. In this two day workshop we will share how the NNDF has managed multiple income streams, grant cycles and company audits. How we have prepared for intermediary lenders and low interest EQ2 lenders. We share our best practices, mistakes and successes. It is a small gathering of individuals performing the same tasks for different but similar companies. Your company accountant/financial manager will also get time to share with others in the industry.
8:30am – 9:00am –
Intro: Best Practices Beginnings
The importance of laying a good foundation for managing a living, growing and changing non-profit company.
9:00am – 10:00am –
Genesis of the Bucket Grant Management System
Learn from industry professionals who have had to manage the finances of a Native CDFI with multiple revenue streams. These individuals have grown with the NNDF from small to large. Use the template we will provide to build your own “bucket.”
10:00am – 12:00pm –
Laying the foundation for your accounting system
It is important to lay the foundation for your accounting system. You set up your initial system properly and it will grow with your organization. Help your Executive Director with their long term planning and short term budget management. Lower the costs of your annual audits.
12:00pm – 2:00pm –
Each grant source is different. Almost like people they have their own personalities, their own needs, timelines and requirements. How on earth do you keep them straight?!
Quickbooks Operations with Multiple Grant Tracking System
Learn from a former CPA and auditor how to build your accounting system to match your grant tracking system. Keep your entire organization’s finances on track month after month.
As a CDFI you have: Grant revenue, interest revenue, other earned revenue.
You also have: Grant expense based on timing and tasks. Operational expenses, other expenses.
9:00am – 11:00am – Lab Work
Exercises with the Grant Spreadsheet
Bring your own company’s information and use the templates provided to build a grant tracking document that fits your organization. Customize it. Play with it. And take it home to your Executive Director.
11:00am – 1:00pm –
Grant spreadsheets as an Operating Document
After learning how to create multiple “bucket” sheets you get to see how to incorporate those into a grand operating budget. This is a document that can be used year after year. Adapts to your growing organization and can be used throughout the year to track your organization’s progress.
1:00pm – 3:00pm –
Audit Preparations for full organization
Learn from a former auditor how to prepare your organization for your audit. Save your organization money on your audit. Ask questions about what an auditor is looking for. Share with other accountants and financial management professionals in the field.