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Information
Introduction to Financial Operations and Accountability​​​​​​​
Monday, August 3, 2020​​​​​​​ - Wednesday, August 5, 2020
Columbus, ​​​​​​​Ohio, United States​​​​​​​
Introduction to Financial Operations & Accountability was designed for anyone who has operational responsibilities within a United Way. Recently revised into a 3-day course, this program provides an overview of membership requirements and financial management basics (including pledge processing, donor designations, and financial analysis). You will cover Data Base 2 Survey and IRS Form 990, then progress into a deeper dive of Risk Management, Membership Requirement forms, current trends and future planning. Return to your local United Way with these best practices to ensure you meet United Way Standards of Excellence in financial management, internal control and legal compliance!