Calendar

2008 Spring Nonprofit Educational Class on Operational Excellence

 Effective Reporting for Nonprofit Organizations

  v Communicate Numbers Clearly & Efficiently to your Audience                                          

  v Design a Reporting Plan That Works and Advances Your Mission

Designed for Chief Financial Officers, Middle Management  and  Executive Directors

• Internal Reporting Audiences
  • Board of Directors
    • Executive Summary & Overview – Get to the point
    • Use of Charts, Graphs, Statistics & Ratios
  • Reporting to Top Management
    • Fiscal Management, Modeling & Forecasting
  • Reporting to Program Management
    • Budget vs. Actual, Dollars & Units
• External Reporting Audiences
  • Cognizant Agency, Major Donors
    • FASB 117 Statements  -  GAAP Audit, A-133 Audit
  • General Public and Donors
    • Form 990,  Part II – Statement of Functional Expenses
    • Annual Report
• Creating a Reporting Architecture
• Adobe Professional – Highlight & Define Action Points, Engage your Audience.
• Centralized vs. Decentralized reporting: Don’t waste valuable operational time – get efficient and accurate

Class Fee:  $ 25/session  - Includes educational materials.  Morning & afternoon refreshments provided

         For those registering for both sessions ($50)  – lunch will also be provided. 

Please Mail check to: Non-Profit Partners, c/o Event Registration, PO Box 439, Chester, MD 21619-0439

          Make checks payable to:  Non-Profit Partners

 Questions:  If you have any questions please call 877-734-1432 or email info@n-ppi.com

Presenters:     Patricia Bohonowicz, CPA.CITP    &    Joseph C. Johnson

With over 20 years experience supporting nonprofits, the instructors bring practical wisdom to the class to help drive improvement in your organization.  This is a hands-on class; you will work through specific exercises so the concepts discussed will have immediate value and relevance to your organization and can be put into action.