INTRODUCTION TO FINANCIAL OPERATIONS & ACCOUNTABILITY
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!
WHO SHOULD ATTEND
United Way professionals with financial and accounting responsibilities are welcome to attend.
The standard participant registration cost for this program is $545.
As you plan, keep in mind that this event is eligible for flexible credit use! Check out the flexible credit policy (United Way Online access required) for details about flexible credits.
WHAT YOU'LL LEARN
- Overview of United Way Financial System
- NPC Policy for Reporting Total Resources
- Pledge Processing, Receivables & Collections
- Donor Designations
- Financial Analysis
- Annual Data Base 2 Survey
- Membership Requirement A
- Membership Requirement H
- Evergreen Campaign Reporting
- Salesforce Philanthropy Cloud/ Digital Services
- UWW Resources
- Membership Requirement M
- Legal and Regulatory Concerns for United Ways
- Risk Management
By attending Introduction to Financial Operations and Accountability, you may be eligible to receive 18.5 credits from the National Association of State Boards of Accountancy (subject to approval and change by NASBA).
WHAT OUR ATTENDEES SAY
"The conference gave me tools to assist me in changing my mindset. I am moving from being a CFO-No instead of a CFO-Go!"
"Great overview, very informative and fun."
"Great course! Each facilitator was both insightful and entertaining in their unique ways. It was a great experience and I hope to connect with everyone again in the future."
"I appreciated the honesty and sincerity of the facilitators. Reminding us all of the mission and that we're all working toward a common goal."