Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
| Date / Time: |
Recorded |
| Format: |
Audio Conference |
| Description: |
You will learn the strategies necessary and appropriate for improving financial reporting and ratio analysis. You will be able to develop an action plan for your organization to improve the clarity and substance of its financial reporting. Using ratio analysis, unit cost and benchmarking techniques, you will improve the clarity and understanding of your financial reports.
You will learn the importance of communicating financial results in narrative English instead of simply numbers. The goal will be for you to speak 'Dollar$ and $en$e,' and re-engineer your internal financial reporting processes to achieve maximum productivity and efficiency.
Agenda- Why Financial Reporting and Ratio Analysis Is Critical to Long-Term Success
- The Benefits of Financial Information for Management and Operational Decision Making
- The Need for Clarity and Transparency in Communicating With Nonfinancial Board Members and Management Staff
- The Top 10 Strategies for Achieving Optimal Financial Reporting for Your Organization
- Challenges and Road Blocks That Negatively Impact on Nonprofit Financial Reporting and Analysis
- Funding Source Reimbursement Methodologies
- Lack of Cooperation Between Program and Finance Staff
- Government Audit and Enforcement Initiatives
- Using Financial Ratios to Benchmark Financial Performance and Establish Objective Performance Targets
- Using the Proprietary A-Score Financial Management Tool Developed by the Bonadio Group
- Review and Analysis of Each of the 12 Financial Ratios and Performance Indicators Used in A-Score for Nonprofits
- Developing Management Strategies to Improve Financial Performance Through Benchmarking, Trend and Ratio Analysis
- Effective Use of Financial Dashboards
- Comprehensive Budget Preparation Techniques
- Monitoring Service Volumes and Unit Costs, Not Just Dollars Incurred in Relation to Budget
- Developing the Most Effective Approach to Financial Reporting for Both Management and Board Purposes
- Top 10 Strategies for Achieving Best in Class Financial Reporting Analysis
- Effective Budget Development and Monitoring
- Monthly, Quarterly and Annual Financial Reporting to Achieve the Most Effective Results
- Government and Other Payor Costs and Financial Reporting Requirements
- Questions and Answers
Faculty
Gerald J. Archibald, CPA, FHFMA, The Bonadio Group- Partner at The Bonadio Group
- CPA with 35 years of experience
- Focuses on tax-exempt nonprofit organizations
- Works with more than 300 nonprofit organizations
- Frequent presenter at state, regional and national conferences
- Regularly receives outstanding evaluations on his presentation style and content
- Active in a number of state and national provider associations in the nonprofit sector, e.g. HFMA, Grantmakers Forum, United Way, AICPA, NYS Societies of CPA’s and a variety of NYS provider associations
- Email him at garchibald@bonadio.com
- Visit his web sites at www.bonadio.com and www.ascore.com
Who Should Attend
Accountants, CPAs, executive directors, officers, controllers, CFOs, tax managers, enrolled agents and attorneys
Cannot Attend The Live Presentation?
This presentation is also available on CD after the initial broadcast. |
| About Webcasts / Audio Conferences / Podcasts: |
Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form a training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. |
| About The Provider: |
Lorman Education Services has provided educational seminars and online training for professionals since 1987.
Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.
That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.
Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials. |
| More Info: |
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