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Financial Empowerment Series: A Guide to Nonprofit Financial Mastery

July 8, 2024 9:30 AM - August 22, 2024 12:00 PM (MDT)

Description

Join UNA and our nonprofit financial experts for an exciting new learning opportunity, the 2024 Financial Empowerment Series.

This four part series will provide you with a comprehensive overview of financial management, planning, reporting, and working with the right tools to ensure you're operating ethically and effectively. Whether you're new to nonprofit financials or an experienced leader, this series has something for you. 

Register for the full series of sign up for individual trainings. No pitches, no product demos—just the information you need to set yourself up for success. 

To support your learning goals, the training sessions will be recorded and shared with registrants after the sessions are completed.

Register here for the full series and receive a discounted rate of $200 for members and $400 for not-yet-members, or purchase individual trainings a la carte, by selecting the individual courses below:


Course 1, Foundation Building  **Recording Available On-Demand**

July 8, 2024 at 9:30 AM - 11:30 AM; Q&A on July 9, 2024 at 10:00 AM- 11:00 AM

When it comes to financial accounting, do you feel overwhelmed? Even if you're a "numbers person," the principles of nonprofit accounting can be a bit daunting. This training will help you get grounded, with guidance and support to get started on your financial management journey. Join us for Course 1, Foundation Building, and learn how to build a solid financial foundation. 

This two-hour, hands on training will help you establish essential financial literacy with terminology, tips, and basics for financial setup to support success. This training is designed as partial lecture with exercises to allow you to practice. There will be an extra day following the session for Q&A, giving you time to absorb and metabolize what you’ve learned.


Course 2, Advanced Strategic Financial Planning **Recording Available On-Demand**

July 17, 2024 at 9:30 AM - 11:30 AM; Q&A on July 18, 2024 at 10:00 AM- 11:00 AM

Build confidence in your ability to lead financial initiatives and advise on strategic financial decisions. Improve your problem-solving abilities by learning to approach financial challenges strategically. Develop advanced financial planning skills by defining strategy and aligning operations. Learn goal-setting, metric tracking, and strategies for sustainable growth.

This two-hour, hands on training session will help you establish essential financial strategic planning procedures. This training is designed as partial lecture with exercises that allow you to practice. There will be an extra day following the session for Q&A, giving you time to metabolize what you’ve learned.

Course 3, Nonprofit Accounting Tips & Tricks using QuickBooks Online 

August 20, 2024 at 10:00 AM- 12:00 PM

Are you new to QuickBooks Online, or still learning how to navigate it? How do you make the most out of the software to support your unique needs? Dive deep into the world of QuickBooks Online with a "Back to Basics" focus. Familiarize yourself with the platform’s navigation, customization, and nonprofit-specific configurations.


Course 4, The Role of Board Treasurer

August 22, 2024 at 11:00 AM - 12:00 PM

Hey, Board Treasurer (or potential Board Treasurer), do we have the training opportunity for you! Come and join UNA as we educate nonprofit Board Treasurers on best practices and explore expectations and responsibilities in the role. Get the most out of this important oversight position by educating your Board Treasurer. This training is suitable for nonprofits of all sizes.

Discounted price for the entire series if registered as a package:
Members: $200
Not-yet-Members: $400

Time

The Financial Empowerment Series: A Guide to Nonprofit Financial Mastery is a series that will take place on the following dates and times:

Foundation Building: July 8, 2024 at 9:30 AM - 11:30 AM; Q&A on July 9, 2024 at 10:00 AM - 11:00 AM

Advanced Strategic Financial Planning: July 17, 2024 at 9:30 AM - 11:30 AM; Q&A on July 18, 2024 at 10:00 AM - 11:00 AM

Nonprofit Accounting Tips & Tricks using QuickBooks Online : August 20, 2024 at 10:00 AM - 12:00 PM

The Role of the Board Treasurer: August 22, 2024 at 11:00 AM - 12:00 PM

Location

Online

via Zoom

View Event

Contact Information

Name: Julie Chang
Phone: (801) 596-1800 x5
Email: jchang@utahnonprofits.org

UNA MEMBERS: If you do not see a member registration option, please log in or create an account before you continue. If you need assistance with creating an account, please submit a help request.

Discount Code: If you have a promo code, then please select general registration and enter your code before payment.

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