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Instructor: Lisa A. Gioia, CPA/MPA, MCNL Senior Fellow and nonprofit accounting and tax consultant at Lisa A. Gioia, CPA

Date for this one-day seminar:
Wednesday, September 22, 2021 – 8:30am-3:30pm

$195

Register

Program Details

In this workshop, you will learn about strategic financial planning and how to evaluate your organization’s financial planning process. Following this workshop you will be able to:

  • Outline the stages in the budgeting process
  • Complete a Financial Planning Assessment
  • Relate cash flow projections to strategic financial management
  • Outline the cash flow budgeting processing
  • Monitor and manage cash flow
  • Develop internal controls and policies and procedures for cash flow management

This seminar is a part of the Financial Leadership of Nonprofit Organizations Series.

Current Masking Policy
Due to the rising incidence of COVID-19 infections in our community, and based on the latest guidance from local health experts and the city of Kansas City, the face-coverings policy is to require staff and visitors to wear masks in the conference facility.

Location and Parking:
This seminar will be held at the Kauffman Foundation Conference Center (4801 Rockhill Road, Kansas City, Missouri 64110) – Brookside Room.

Meals:
Breakfast and lunch will be provided. 

Scholarships:
MCNL has a limited number of partial scholarships that can be applied to the registration fee for most of our programs. Apply for a scholarship using our online form. 

Cancellation and Transfer Policy:
Full refunds will be given when cancellations are made at least five working days before the first session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun. You may transfer your registration by contacting MCNL at (816) 235-5720 or culverm@umkc.edu. 

Photo and Video Release:
By attending the event, you are giving MCNL permission to use photos and videos from the workshop in future promotional materials.