Fiscal Management Workshop Series

Posted by on September 16, 2013

Fiscal Management Workshop Series

September 25, Oct. 2 & Oct. 9, 2013
9 a.m.-12 p.m.

Temple University Harrisburg will host the series, which will be videoconferenced between Harrisburg and Philadelphia.
Harrisburg location: Temple University Harrisburg, 234 Strawberry Square, Harrisburg, PA 17101
Philadelphia location: Temple University, Ritter Annex, 1301 W. Cecil B. Moore Ave., Philadelphia, PA 19122

Fees: $40 per person for each three-hour workshop and $100 per person for the nine-hour workshop series. The cost for each additional person from the same organization is $32 per workshop and $80 for the series. Certificates of attendance will be emailed to participants. Continuing education units (CEUs) will be available for an additional $15.*

With funding cuts always looming and donors increasingly demanding accountability, it is more important than ever for nonprofits to know how to plan for, implement and sustain strategies for financial stability and growth. Budget issues can be a struggle for any organization. However, with enough preparation and the right fiscal management tools, things run much smoother. This workshop series will focus on a wide variety of topics related to fiscal management, including creating a budget team, organizational and project budgeting, and fundraising. The series will be facilitated by Kelly Allen, LSW, assistant director of Temple University’s Center for Aging Research, Intergenerational Teaching and Service (CARITAS).

This nine-hour workshop series is divided into the following three-hour workshops:

Session 1: Planning for Financial Success
Wednesday, September 25, 2013
9 a.m.-12 p.m.

Topics to be covered in this session include:

•    Creating the budget team
•    Articulating agency visions
•    Understanding the importance of social media
•    Developing a budget template and a budget timeline

Session 2: Bringing it Together
Wednesday, October 2, 2013
9 a.m.-12 p.m.

Topics to be covered in this session include:

•    Organizational budgeting
•    Project budgeting
•    Income and expenses
•    Direct and indirect costs
•    Restricted or unrestricted funds

Session 3: Maintaining Financial Stability
Wednesday, October 9, 2013
9 a.m.-12 p.m.

Topics to be covered in this session include:

•    Roles and responsibilities
•    Forecasting
•    Evaluating for sustainability
•    Setting priorities and understanding realities
•    Fundraising
•    Networking

*This series does not qualify for social work continuing education credits (CEs), but generic continuing education units (CEUs) for non-licensed professionals will be available.

About the Trainer
Kelly Allen, LSW, is new to Temple University. She has worked in grants, program development, evaluation, contract oversight and budget maintenance for 13 years. Kelly has worked directly with grantees in the community to provide guidance in program development and regulatory issues regarding budget allowances. She joined Temple University’s Center for Aging Research, Intergenerational Teaching and Service (CARITAS) in July 2013. The center focuses on increasing knowledge about the psychosocial and environmental factors affecting older adults and on building the capacity of individuals, families and organizations to promote healthy aging through education, research, training, consultation and community engagement.
For more information and to register, please click here.
http://sites.temple.edu/nesttraining/fiscal-management-workshop-series/