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
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
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.