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Event Series Certificate in Nonprofit Financial Management

Audits

What is an audit and why do I need it? Board of directors’ roles and responsibilities RFP Process Preparing for the Audit What to expect during fieldwork from the auditor  Audit Standards and Terminology Auditor Opinion Options Types of management letters and other communications with governance Red Flags for an auditor  Financial statements, notes, supplemental schedules within audit package Board and Management Review of Audit Politics of the Audit Myths and Special Issues in Auditing  Early Bird pricing is available through Monday, January 16, 2023.Must be registered by January 31, 2023.

ORIENTATION TO NONPROFIT AUSTIN’S GRANT RESEARCH CENTER TOOLS

ORIENTATION TO NONPROFIT AUSTIN'S  GRANT RESEARCH CENTER TOOLS w/Susannah ErlerOrientation to Nonprofit Austin's Grant Research Center Tools (Foundation Directory Online and Guidestar Pro).Want to focus on ways the Foundation Directory Online (FDO) database or Guidestar Pro can support your nonprofit work? Nonprofit Austin at ACC is ready to help you leverage Grant Research Center tools to find funding, conduct research and take your 501(c)3 work to the next level.Sign up for this free virtual Orientation to Grant Research Center Tools.After taking this orientation, you will be eligible to sign up for some one-on-one time with “Your Personal Nonprofit Trainer (FDO and Guidestar Pro)” if you need more assistance with GRC tools.

Free

Event Series Certificate in Nonprofit Risk Management

Managing Governance Risk

Volunteer boards are a necessary ‘blessing’ in the nonprofit sector. Every nonprofit has one, but too few nonprofit teams know how to maximize board involvement while minimizing the risks. This session explores some of the top risks that arise when a board is formed and operates. Learn what you can do to anticipate and manage through governance risksCertificate in Nonprofit Risk Management SessionEarly Bird Pricing Available through January 23, 2023.Must be registered by February 5, 2023.

Event Series Certificate in Nonprofit Financial Management

Accounting Issues Related to Fundraising and Overall Ethical Considerations | Graduation

What are ethical issues affecting or guiding nonprofit financial management Accounting issues related specifically to fundraising and entity’s tax- exempt status Unrelated Business Income Stewardship Other issues as may be identified by participants Early Bird pricing is available through Monday, January 16, 2023. Must be registered by January 31, 2023.

Board Fiduciary Excellence Series w/Sean Hale

Board Fiduciary Excellence Series w/Sean Hale 5/4, 5/11, 5/18, 5/25 and 6/1In this five-week series, you will dig deep on nonprofit financial best practices, learn to avoid pitfalls, and permit you to make a strong overall contribution to the organization they serve.Join us and invite your colleagues!Week 1: Core roles and duties Legal requirements of all board members (quoting TX law)Legal liability Horror stories (Family Connections, my mom, etc.) D&O Insurance Treasurer role Chair’s role Finance Committee role (brief; more next week) Week 2: Relationship with staff – getting it right; adding value Board relationship with staff Accounting and finance staffPower dynamics and the importance of clear rolesExecutive Director Finance Committee Role Adding value to the board Adding value to the staff Overperforming and underperforming Week 3: Financial Reports Why read the financial reports? How to read the financial reports Balance Sheet Profit and Loss Materiality (what to worry about and what not to worry about) Dashboards Inclusion Engaging the full board in financial discussions Week 4: Fraud prevention, audits; separation of duties Internal controls Separation of duties Audit Week 5: Bringing it All Together Additional Tools, benefits 1:1 Advisory: In addition to the in-class time, each participant will get […]

ORIENTATION TO NONPROFIT AUSTIN’S GRANT RESEARCH CENTER TOOLS

ORIENTATION TO NONPROFIT AUSTIN'S  GRANT RESEARCH CENTER TOOLS w/Susannah ErlerOrientation to Nonprofit Austin's Grant Research Center Tools (Foundation Directory Online and Guidestar Pro).Want to focus on ways the Foundation Directory Online (FDO) database or Guidestar Pro can support your nonprofit work? Nonprofit Austin at ACC is ready to help you leverage Grant Research Center tools to find funding, conduct research and take your 501(c)3 work to the next level.Sign up for this free virtual Orientation to Grant Research Center Tools.After taking this orientation, you will be eligible to sign up for some one-on-one time with “Your Personal Nonprofit Trainer (FDO and Guidestar Pro)” if you need more assistance with GRC tools.

Free

Ask a Grant Writer (Grant AMA)! w/Susannah Erler

Ask a Grant Writer (Grant AMA)! w/Susannah ErlerGot a thorny RFP question? First time writing a Federal proposal? Not sure how to start your need statement? Sign up for this free 60-minute virtual roundtable, led by Certified Fund Raising Executive (CFRE) Grant Writer Susannah Erler. She says: “nonprofit professionals, bring your grant questions and ask me anything; and maybe we’ll get some crowd-sourced answers from participants too.” Together we are stronger – the goal is to help you ‘Get that Grant’ to support nonprofit 501(c)3 organizations.

Free
Event Series Certificate in Effective Fundraising

Annual Giving and the Annual Development Process

Will explore annual giving as a strategy/program, and the development of an annual giving plan; the different forms of annual giving (e.g., cash, appreciated securities); direct mail; special events; raffles’ principles of proportionate giving; and individual giving; marketing strategies and tools.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.

Funder Focus: Connect with Impact Austin

Funder Focus Series w/ Susannah ErlerFunder Focus SeriesGain insights from and interact with Impact Austin, an Austin-based women’s collective giving organization that funds nonprofits that provide services in Bastrop, Hays, Travis, and/or Williamson counties. Karen McLinden, Grants Co-Chair, will describe Impact Austin’s philanthropic purpose and its strategic, high-impact grants awarded for Community, Education, Equity, and Health & Well-Being. Come and learn details about their upcoming grant opportunity and about what makes an inspiring grant proposal.Series descriptionWhat do funders look for in a grant proposal: data, stories, both? What kinds of projects do foundations find inspiring? What choices do funders make in support of communities? Join us for Nonprofit Austin at ACC’s Funder Focus series to learn more about the funding and grantmaking process. Bring your questions for this exceptional opportunity to connect directly with those who make funding decisions that support nonprofit work.Funder Focus Host: Susannah Erler, Director, Greater Good StrategiesSusannah Erler started in a public radio career (including being Director of a National Public Radio affiliate) which later morphed into her current calling to support nonprofits. She earned her master's degree in Business with an Arts Administration (Nonprofit) specialization, is a Certified Fund Raising Executive (CFRE) and is a […]

Free

Event Series Certificate in Effective Fundraising

Planned Giving and Overall Legal and Regulatory Issues for Fundraising

Will explore the various financial vehicles available to potential donors; the pros and cons of each vehicle for donors and the receiving agency; the research process involved prior to solicitation; and the process and practicalities of establishing a planned giving program. She will also explore the legal and ethical context of fundraising; Texas regulated fundraising issues (e.g., consumer fraud and gambling); Internal Revenue Service regulations.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.

ORIENTATION TO NONPROFIT AUSTIN’S GRANT RESEARCH CENTER TOOLS

ORIENTATION TO NONPROFIT AUSTIN'S  GRANT RESEARCH CENTER TOOLS w/Susannah ErlerOrientation to Nonprofit Austin's Grant Research Center Tools (Foundation Directory Online and Guidestar Pro).Want to focus on ways the Foundation Directory Online (FDO) database or Guidestar Pro can support your nonprofit work? Nonprofit Austin at ACC is ready to help you leverage Grant Research Center tools to find funding, conduct research and take your 501(c)3 work to the next level.Sign up for this free virtual Orientation to Grant Research Center Tools.After taking this orientation, you will be eligible to sign up for some one-on-one time with “Your Personal Nonprofit Trainer (FDO and Guidestar Pro)” if you need more assistance with GRC tools.

Free
Event Series Certificate in Effective Fundraising

Capital Campaigns

Will explore the development of a capital campaign; its management and leadership; underlying motivations of givers; conducting a feasibility study; developing the case for support; researching, cultivating, and soliciting prospects; donor recognition; establishing naming opportunities; and capital campaign management and leadership (e.g., volunteer leadership, steering committee).Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.

Ask a Grant Writer (Grant AMA)! w/Susannah Erler

Ask a Grant Writer (Grant AMA)! w/Susannah ErlerGot a thorny RFP question? First time writing a Federal proposal? Not sure how to start your need statement? Sign up for this free 60-minute virtual roundtable, led by Certified Fund Raising Executive (CFRE) Grant Writer Susannah Erler. She says: “nonprofit professionals, bring your grant questions and ask me anything; and maybe we’ll get some crowd-sourced answers from participants too.” Together we are stronger – the goal is to help you ‘Get that Grant’ to support nonprofit 501(c)3 organizations.

Free

Event Series Certificate in Effective Fundraising

Engaging and Motivating Volunteers

Virtual Event Virtual Event

Will explore the effectiveness of using volunteers in fundraising. From top leadership, to capital campaign committees, to peer-to-peer fundraising champions, volunteers play a critical role in the most successful fundraising programs. Learn about the challenges of engaging, training, motivating and stewarding great volunteer fundraisers and hear from a panel of volunteers about their own experiences and what works and does not work, from their perspectives.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.

Event Series Certificate in Effective Fundraising

Fundraising & Event Planning

Virtual Event Virtual Event

Will focus on the use of special events to complement annual and capital campaigning initiatives; exploring the most effective use of events to achieve fundraising success. Attention will be given to considering use of a silent and/ or live auction, initial planning and budgeting, organization and timing, location, venue requirements and negotiations, food and beverage and other considerations essential to ensuring attendees enjoy themselves and your cause benefits from their participationEarly Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.

ORIENTATION TO NONPROFIT AUSTIN’S GRANT RESEARCH CENTER TOOLS

ORIENTATION TO NONPROFIT AUSTIN'S  GRANT RESEARCH CENTER TOOLS w/Susannah ErlerOrientation to Nonprofit Austin's Grant Research Center Tools (Foundation Directory Online and Guidestar Pro).Want to focus on ways the Foundation Directory Online (FDO) database or Guidestar Pro can support your nonprofit work? Nonprofit Austin at ACC is ready to help you leverage Grant Research Center tools to find funding, conduct research and take your 501(c)3 work to the next level.Sign up for this free virtual Orientation to Grant Research Center Tools.After taking this orientation, you will be eligible to sign up for some one-on-one time with “Your Personal Nonprofit Trainer (FDO and Guidestar Pro)” if you need more assistance with GRC tools.

Free

Funder Focus: Connect with The Central Texas Community Foundation

Funder Focus: Connect with The Central Texas Community Foundation hosted by Susannah ErlerFunder Focus: Connect with The Central Texas Community FoundationYour participation is invited as we learn more about The Central Texas Community Foundation (formerly The Greater Round Rock Community Foundation). Amy Merida, Executive Director of the CTCF will share details about how this community foundation supports the quality of life in the area and about how funds and resources are distributed to nonprofit organizations that support the community.About the Funder Focus Series:What do funders look for in a grant proposal: data, stories, both? What kinds of projects do foundations find inspiring? Join us for Nonprofit Austin at ACC’s Funder Focus series to learn more about the funding and grantmaking process. Bring your questions for this exceptional opportunity to connect directly with those who make funding decisions that support nonprofit work.Funder Focus Host: Susannah Erler, Director, Greater Good StrategiesSusannah Erler started in a public radio career (including being Director of a National Public Radio affiliate) which later morphed into her current calling to support nonprofits. She earned her master’s degree in Business with an Arts Administration (Nonprofit) specialization, is a Certified Fund Raising Executive (CFRE) and is a Mission Capital […]

Free