Introduction of Nonprofit Budgeting & Finance

Wednesday, September 20, 2017

9:00 am - 12:00 pm
Cal Lutheran – Thousand Oaks
60 W Olsen Rd., Thousand Oaks, CA 91360

Individual Members: $45
Organizational Members: Free
Non-Members: $55

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About this event

Whether your organization is big or small, has a long track record or is just starting out, solid financial understanding is key to nonprofit success.  This introductory workshop will survey introductory terms and financial management practices including:  

  • Annual budgeting & resource allocation 
  • Financial planning, cash flow projections
  • Preparing, presenting and understanding financial statements & reports

Intended for those new to the nonprofit sector or those in need of a refresher.

Level:  Introductory

Target Audience:  New executive directors & CEOs, finance and program staff

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Faculty


Lee Schuh

 

Credits: B.S. and JD from UCLA; CFP(R) granted by the CFP Board of Standards; Enrolled Agent of the IRS

Experience: Decades of managerial experience for large and small aerospace companies in contracts, administration and finance. Extensive experience in starting, owning and managing  small businesses: taxes, importing, restaurants, real estate, and financial planning.

Instructor in business and law at various colleges including Cal Lutheran, University of California system, Northrop University,  and College of Financial Planning. Currently represent clients before the IRS and DCAA and provide instruction in finance, taxes  and contracting.

Harry Starn

Harry Starn, Jr., MS, CFA, CFP®, is a senior lecturer in California Lutheran University's School of Management and serves as the Director of the Financial Planning Program. He has been teaching, creating and refining online courses for Cal Lutheran's Financial Planning Program since 2005. In May of 2010, the United States Distance Learning Association presented him with the bronze award for Excellence in Distance Teaching. In September of 2016, he was awarded the School of Management's Advisory Council Award for excellence and outstanding achievement in teaching. He served on the CFP Board's Council on Education (2012-2015), was appointed Chair of that council (2015) and was a co-writer on the 11th Edition of "Practicing Financial Planning for Professionals." 

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