To run a nonprofit successfully, you need to raise enough money to accomplish its mission. However, just as important is your ability to steward the money raised so that you can account for every dollar raised. An organization is accountable to its board, staff and the general public to know how much revenue it is receiving and how that money is being spent. It also needs to ensure that grants and all other income are spent in the manner intended. In this session, we will cover best practices for the following: - Creating and following an annual budget - A system for tracking revenues by fund categories and by restricted versus unrestricted funds -The importance of planning ahead for difficult financial times - Appropriate internal controls to prevent improper uses of funding and to ensure that costs are controlled - What to expect from an audit or financial review - How to develop a reserve fund and financial policies, including an investment policy You will walk away with best practices to safeguard your organization`s assets and account for its financial resources. This session is intended for Board Members, Executives, Senior Staff and anyone who works with the organization`s Finances.
Learn more about Fiscal Management for Nonprofits and other tracks offered by the Center for Nonprofit Success.
John has been involved in financial management for 10 years. In his current position, he is responsible for producing quarterly financial reports and annual financial statements, running payroll and accounts payable, cost allocations for grants management, handling banking relationships - checking, savings, investment and reserve accounts, as well as budgeting - creating and tracking performance. Previously, as Director of Finance and Administration at Health Initiatives for Youth, John was responsible for financial management, personnel management, budgeting and planning. Before that, he worked as Executive Director at Men Overcoming Violence where he was responsible for overall program and financial management and planning. John currently serves as a Finance Committee Member for San Francisco Education Fund. He earned a Bachelor's in Business and Economics from Macalester College and a Master's in Clinical Psychology from New College of California.
Toby has been involved in financial management for over 10 years. In her current position, she is responsible for creating program and annual budgets that speak to a variety of stakeholders (including funders, board members, and program staff); monitoring and updating budget projections to fit an ever-changing landscape, and making sure everybody gets paid. Toby earned her BA in Politics, Economics, Rhetoric & Law from the University of Chicago and an MBA in finance & marketing from the University of Chicago's Graduate School of Business. She is a member of Shakespeare Theater Association, and Theater Bay Area, and believes that goodwill and integrity are the most valuable assets of each individual and every organization.
Kurt has been involved in management and finance for 25 years. In his current position, he is responsible for all planning, budgeting, accounting, financial analysis and cash management. Previously, as COO/CFO at Copia, Kurt was also responsible for all planning, budgeting, accounting, financial analysis and cash management functions. He successfully managed the financing and construction of the $55 million project leading to COPIA’s opening in November 2001. Before that, he worked as Director of Business and Finance at New World School for the Arts. where he was responsible for finance and budgeting for this nationally acclaimed high school and college for the arts. Kurt currently serves as Treasurer for Friends of Mint Plaza. He earned his MBA in Finance from University of Florida and a BS in Mechanical Engineering from University of Rochester. He is a member of American Association of Museums, CFO Forum, and the Non Profit Leadership Conference.
Mark has rich experience in financial management. He just joined Fort Mason Center from the YWCA in August 2012. While in the YWCA, he developed and managed organizational budgets, and performed fiscal planning and forecasting throughout the year. This included preparing and presenting bi-monthly financial statements to the Board of Directors, overseeing internal transactions between two corporations, monitoring investment funds, and running Investment Committee meetings. He also resolved audit issues for two entities, one of which requires a Federal A-133 audit. Before coming to the YWCA, Mark had worked in the finance department of a local independent advertising agency, managing the accounting for various marketing campaigns, including a high-profile political campaign for the office of attorney general. Mark is a licensed CPA, and holds an MBA and a BA in Accounting from San Francisco State University.
The Leadership Series will take place at the Salvation Army Kroc Community Center. The Community Center is easy to reach by public or private transportation. The full address is:
The Salvation Army Ray & Joan Kroc Center 240 Turk Street San Francisco, CA 94102
The December 4th seminar will be in the Activity Room 3 on the third floor.
Public Transportation The Kroc Center is accessible by both Muni Bus and BART.
Getting There By Bus: Muni bus routes 16X and 31 stop directly in front of the Kroc Center. The 5, 9 and 19 bus routes stop within 2 blocks of the Kroc Center at the corner of Turk Street & Leavenworth Street. Walking Directions from Leavenworth Street to meeting venue: Exit bus stop to right. You are on Turk Street. Venue will be approximately 1 minute walk on Turk Street. Meeting Venue will be on right.
Getting There By Train: The closest BART Station is Civic Center which is 3 blocks from the Kroc Center. The following trains stop at the Civic Center: Blue, Green, Red & Yellow.
Walking directions from Civic Center to meeting venue: Exit Civic Center making a right on Market Street. Make a left on Leavenworth Street (you will cross through Heart of the City Farmer`s Market Park). Follow Leavenworth to Turk Street. Make a right on Turk Street. Venue will be on the right. It is approximately a six minute walk from Civic Center to meeting venue. Directions by Car: From East Bay (Bay Bridge) Take 80 West to San Francisco (towards Bay Bridge). After crossing bridge, exit at 5th Street (left lane exit). Take a slight left at Harrison Street, and then right at 6th Street. Continue on 6th Street until it crosses Market Street and becomes Taylor Street, then turn left at Turk Street. The Kroc Center will be on your right.
From the North Bay (Golden Gate Bridge) If traveling from The Golden Gate Bridge take US-101 South to San Francisco. After crossing the bridge, continue on Lombard Street. Turn right at Van Ness Avenue. Turn left at O`Farrell Street. Turn Right at Jones Street. Turn Right on Turk Street. The venue will be on your left. From the South Bay If traveling from the South Bay you can take Highway 280 North to San Francisco (towards Downtown SF/Bay Bridge). Exit at 6th Street. Continue on 6th Street until it crosses Market Street and becomes Taylor Street. Turn left at Turk Street. The Kroc Center will be on your right. If using Highway 101, take 101 North to the 101/280 intersection, then proceed on 280 North as described above. For area map, please visit: www.krocsf.org/directions Parking: On Street parking is limited near the meeting venue. There are several parking garages within walking distance of the meeting location.
Option 1: Turk Street Garage and Open Lot, 175 Turk Street, San Francisco, CA 94102 415.885.6925
This garage is located at the intersection of Turk and Jones Street. The Garage charges $6 for all day parking. Cash only. Walking directions from garage to meeting venue: Exit parking garage and make a left on Turk Street. The Kroc Center will be on your right. It is approximately a one minute walk from garage to meeting location.
Option 2: Toca Park, 265 Eddy Street, San Francisco, CA 94102 415.359.0601 www.tocapark.com
This garage charges $7.00 for all day parking. Cash only. Walking directions from garage to meeting venue: Exit parking garage making left on Eddy Street. Walk approximately 1/2 block to Jones Street. Make a left on Jones Street. Follow Jones Street to Turk Street. Make a right on Turk Street and the venue will be on your left.
Alternate Transportation Options Yellow Cab (415) 333-3333 Green and White Cab (415) 626-4733
Our unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times.
Mentoring sessions are available for the cost of $0.00 per session. If you register for a full Summit pass, 0 mentoring sessions are included in the pass.
Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor.
8:30 AM-12:00 PM
$ 110.00
8:30 AM - 12:00 PM
