Request This Training for Maximize Revenue & Diversify...
Transcript of Request This Training for Maximize Revenue & Diversify...
Training
Maximize Revenue & Diversify Income!
For Healthcare Nonprofits
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Bring Fiscal Management Training for Healthcare Nonprofits to your
organization, health department, or municipality:
■ Visit www.healthhiv.org to complete the request form
and email to [email protected]
OR
■ Complete the form below and fax to:
Training Department, HealthHIV Tel: 202.232.6750
Request This Training for Your Organization
Program fees include program materials, meals, and coffee breaks.
Fees will vary by organization need and scope of work.
Contact HealthHIV at 202.232.6749
or [email protected] with questions.
First Name: ____________________________________________________
Last Name: ____________________________________________________
Title: __________________________________________________________
Organization Name: ___________________________________________
Address: ______________________________________________________
______________________________________________________
City: ___________________________ State: ______ Zip: ______________
Phone: ______________________________ Ext: _____________________
Fax: _________________________________
E-mail: _________________________________________________________
Website: _______________________________________________________
ManagementFiscal
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HealthHIV offers fiscal management group-level training and individu-
alized consultation tailored specifically to the needs of healthcare
nonprofits using an innovative approach to adult learning, knowledge
acquisition, and skills building called Learning Communities.
Fiscal Management for Healthcare Nonprofits
A Tailored Training For Your NeedsGain expertise in:
■ Revenue generation
■ Income diversification
■ Program income
■ Revenue cycle management
■ Budgets and their link to strategic plans
■ Tracking the flow of funds in a business
■ Key elements of an adequate financial management system
■ Fundamentals of federal grants management
■ Components of an annual audit
■ Basic components of an accounting system and how they relate to financial statements
■ The differences between accrual basis accounting and cash basis accounting
■ Nuances of the new federal forms 990 Series
■ Timekeeping practices
■ Indirect rate administration and negotiation
■ Contingency budgets
■ Estimating revenue and expense reserves
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Fiscal Management for Healthcare Nonprofits offers practical, financial
management infrastructure skills building to not-for-profit organizations.
Trainings create a solid foundation by putting into place sound fiscal
practices to support and sustain a stable organization.
Trainings benefit individuals at all levels of expertise in nonprofit health
organizations, health departments and other government-level agen-
cies. These include:
■ Program Officers who manage multiple organizations
■ Executive Directors, CEOs and other nonfinancial managers
■ Program Mangers
■ Finance Directors and Fiscal Managers
Who Should Attend
HealthHIV is a national HIV nonprofit that advances effective prevention,
care and support for people living with, or at risk for, HIV/AIDS through
education, technical assistance, and health services research to organi-
zations, communities and professionals.
HealthHIV designs and implements training and educational programs
responsive to the needs of clinical, community-based, and faith-based
organizations providing services at risk for, or living with, HIV by:
■ Implementing educational programs focusing on performance
improvement;
■ Creating trainings based on adult learning principles;
■ Developing curricula responsive to user needs; and
■ Delivering trainings using state-of-the-art technology.
About HealthHIV
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Income Diversification/Revenue Generation for Organizational Financial Sustainability ■ Expanding knowledge and tools for sustainability and fund
development
■ Implementing best practices to improve transparency and financial governance
■ Assessing existing functions and programs on a profit centered basis
■ Using selected impact factors to develop a matrix map of the current business models
Federal Grant Compliance: Managing Finances for Program Success ■ Federal grants management (OMB A-110)
■ Cost accounting principles
■ External audits and surveillance
■ Earned program income opportunities and donations
Budget Empowerment for Nonprofits ■ Behavioral-based budgeting
■ 12 steps of effective budget building for nonprofits
■ Critical budget considerations and common budget pitfalls
Fundamentals of Financial Management ■ Defining accounting terminology
■ Tracking the flow of funds in a business
■ Five concepts of a financial conversation
■ Developing and interpreting statements of position
■ Developing and interpreting statements of activity
■ Improving revenue cycle management
Fiscal Management and Accountability for Nonprofits ■ Basic components of a healthy financial management system
■ Basic financial statements
■ Internal accounting controls
■ Balancing mission and financial resources
■ Financial accountability
- Sarbanes-Oxley: Considerations for nonprofits
- Fiduciary accountability
- Staff management
Program Outline
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“I appreciated the real-world application opportunities of the
materials presented. These trainings were well worth my time!”
- Tampa, Florida
“The expert trainer did an excellent job in presenting the material
such that it can be readily applied to my day-to-day work.”
- New Orleans, Louisiana
“This training was excellent for nonprofits and also helped rein-
force some of the state requirements with regard to monitoring,
reporting & allowable costs.”
- Chicago, Illinois
“It’s unusual to find this combination of excellent
subject knowledge and great presentations and setting!”
- San Bernardino, California
“The training sessions made complex topics understandable.”
- Columbia, South Carolina
Outstanding Participant Feedback
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Fiscal Management Trainers
Jacqueline Coleman, M.Ed, MSM, VisionQue, has over 20 years of experience training and assisting faith based and public health entities within the HIV/AIDS arena to maxi-mize their service to consumers, clients and the community. Ms. Coleman’s professional interests and expertise focuses on organizational development, capacity building, leader-ship development, community building and training.
A. Michael Gellman, CPA, Rubino & McGeehin, concen-trates his practice on exempt organizations, including trade associations, public charities, private foundations, private operating foundations, fraternal organizations, and political action committees. His work is largely focused on manage-ment advisory services, including: working budget systems integrated with event calendars and responsibility budgets, cash management systems and investment policies, man-agement reports, membership dues, billing analysis and program analysis, trend analysis, forecasts and projections, system documentation, and preparation of the application for exemption under Internal Revenue Service guidelines as well as articles of incorporation and by-laws and design of boards of directors and committees.
Paul Calabrese, CPA, Rubino & McGeehin, is a Senior Manager and provides accounting, consulting, and training to non-profit organizations and government contracting clients. He was a senior auditor with the Defense Contract Audit Agency. He has more than 28 years of extensive experience with all facets of government cost accounting.