Fiscal Management Training For
Healthcare Nonprofits
Improve Your Fiscal Management Practices!
www.nchcmc.org | www.healthhiv.org
FISCAL MANAGEMENT TRAINING FOR HEALTHCARE NONPROFITS HealthHIV offers fiscal management training and individualized consultation tailored specifically to the needs of healthcare nonprofits using an innovative approach to adult learning, knowledge acquisition, and skills building called Learning Communities.
A TAILORED TRAINING FOR YOUR NEEDS Gain expertise in:
Accounting terminology Tracking the flow of funds in a business Key elements of an adequate financial management system Fundamentals of federal grants management Components of an A-133 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
Financial statements Behavior based budgeting Nuances of the new federal forms 990 Series
Timekeeping practices Indirect rate administration and negotiation Contingency budgets Estimating revenue and expenses reserves Budgets and their link to strategic plans
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GOAL 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 on which your organization’s programs can rest and which will support a stable organization.
WHO SHOULD ATTEND Trainings benefit individuals at all levels of expertise in nonprofit health organizations, health departments and other governmentlevel agencies. These include:
Program Officers who manage multiple organizations Executive Directors, CEOs and other nonfinancial managers Program Mangers Finance Directors and Fiscal Managers
ABOUT HEALTHHIV 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 organizations, 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;
Delivering trainings using state-of-the-art technology.
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PROGRAM OUTLINE 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 Federal Grant Compliance: Managing Finances for Program Success Federal grants management (OMB A-110) Cost accounting principles External audits and surveillance Fiscal Management and Accountability for Nonprofits Basic components of a financial management system Basic financial statements Internal accounting controls Balancing mission and financial resources Financial accountability o Sarbanes-Oxley: Considerations for nonprofits o Fiduciary accountability o Staff management Budget Empowerment for Nonprofits Behavioral-based budgeting 12 steps of effective budget building for nonprofits Critical budget considerations and common budget pitfalls Advanced Topics: Federal Grant Compliance Cost principles for nonprofits (OMB A-122) How to charge time in excess of 40 hrs per week Indirect rate submissions Implementing sub-recipient monitoring o Faith-based organizations grant requirements o Recovery Act Fund compliance requirements
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OUTSTANDING PARTICIPANT FEEDBACK “I appreciated the real-world application opportunities of the material 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 reinforce 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
“We received tools and forms that can be utilized at our agency. It was fantastic having case studies that are interactive instead of just being lectured to.” - Memphis, Tennessee
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OUTSTANDING FISCAL MANAGEMENT TRAINING EXPERTS 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 maximize their service to consumers, clients and the community. Ms. Coleman's professional interest and expertise focuses on organizational development, capacity building, leadership development, community building and training. Ms. Coleman has served as a lead trainer or co-trainer in over 800 training sessions in over 85% of the United States, having developed several training curricula and national training projects. A. Michael Gellman, CPA, Rubino & McGeehin, concentrates 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 management advisory services, including: working budget systems integrated with event calendars and responsibility budgets, cash management systems and investment policies, management 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 committee structures. Paul Calabrese, CPA, Rubino & McGeehin, is a Senior Manager with Rubino and McGeehin and provides accounting consulting and training to nonprofit organizations and government contracting clients. He was a senior auditor with the Defense Contract Audit Agency. With more than 28 years of extensive experience with all facets of government cost accounting and is extremely well versed in the requirements of OMB Circular A-122, A-110, Cost Accounting Principles, Federal Acquisition Regulation Cost Principles, the Federal Accounting Standards and Advisory Board, and Defense Contract Audit Agency manual.
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REQUEST THIS TRAINING FOR YOUR ORGANIZATION! Bring Fiscal Management Training for Healthcare Non-profits to your organization, health department, or municipality:
Visit www.healthhiv.org to complete the request form and email to training@healthhiv.org OR
Complete the form below and fax to: Training Department, HealthHIV (202) 232-6750
FIRST NAME: ____________________________________________________ LAST NAME: ____________________________________________________ TITLE: __________________________________________________________ ORGANIZATION NAME: ___________________________________________ ADDRESS: ______________________________________________________ ______________________________________________________ CITY: ___________________________ STATE: ______ ZIP: ______________ PHONE: ______________________________ EXT: _____________________ FAX: _________________________________ E-MAIL: _________________________________________________________ WEBSITE: _______________________________________________________ Program fees include program materials, meals, and coffee breaks. Fees will vary by organization need and scope of work. Contact Liam Cabal at (202) 507-4738 or liam@healthhiv.org with questions. 7