Risk Management frameworks Gift Acceptance Policy By-laws, current and being used Personnel and HR – overview of potential risk Sarbanes Oxley Compliance for 990 – general overviewEarly Bird pricing is available through Monday, January 16, 2023. Must be registered by January 31, 2023.
Will explore top risk and troubling traps, breach of privacy, unhappy stakeholders, harmonizing risk and reward and volunteer management, and general risk resources. 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 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.
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.
Shopping for insurance is a far cry from shopping for food or fashion, but it doesn’t have to be any less interesting! This session provides a primer on the insurance that nonprofits most often need and buy. Find out how to avoid common mistakes and what steps you should take to understand the ‘ingredients’ of coverage before you commit financial resources to buying insurance that could protect your mission from disaster. This is a pre-recorded session. To be viewed by April 3. Certificate in Nonprofit Risk Management SessionEarly Bird Pricing Available through January 23, 2023.Must be registered by February 5, 2023.
One of the essential ingredients to a successful nonprofit is having a highly engaged team of people supporting and advancing the mission. While people are wonderful, necessary, and vital to mission success, they also bring a variety of perplexing risks. This session explores top risks that arise in recruiting, selecting, supervising and off-boarding employees. Learn how to modernize your approach to managing people and people risks.Certificate in Nonprofit Risk Management SessionEarly Bird Pricing Available through January 23, 2023.Must be registered by February 5, 2023.
Financial Management Responsibilities Accounting terms and concepts Differences between for-profits and nonprofits Cash versus accrual accounting Nonprofit Accounting transactions in-class exercise Nonprofit Financial Statements Statement of Financial Position Statement of Activities Statement of Functional Expenses Statement of Cash Flows Introduction of Cash Flow budget as day-to-day alternative to Statement of Cash Flows Financial Indicators – analysis and ratios Liquidity Ratios Solvency Ratios Efficiency Ratios Profitability Ratios Early Bird pricing is available through Monday, January 16, 2023. Must be registered by January 31, 2023.
Get that Grant! The Series w/Susannah Ehler April 5th, 12th, 19th and 26th!Learn what you need to "Get that Grant" w/Susannah Ehler.Join us and invite your colleagues!Week One: The Art of Finding Grant OpportunitiesDescription: It is one of the biggest ‘grant writing secrets’: your chances of obtaining funding increase significantly when you find the right funding opportunity. Don’t spin your wheels; make sure you’re applying to funders that align with your nonprofit organization. This online class will clearly lay out the steps and strategies for effective grant prospecting.Week Two: Get that Grant I: Grant Writing Basics for NonprofitsDescription: So, you want to be a grant writer. Or maybe you’ve recently started writing grant applications for a nonprofit organization. This online class will describe the items funders are looking for and will provide a clear framework for crafting winning proposals. The focus is on writing grant applications for nonprofit organizations; join us if your level is anywhere from beginner up to intermediate. Week Three: Get that Grant II: Next-level Grant WritingDescription: This is a class about strategy! During this session, Susannah Erler will share tips, secrets and resources she has developed in her decades as a successful grant writer. Learn how […]
Funder Focus: The Grant for Technology Opportunities Program (GTOPs) hosted by Susannah Erler Funder Focus: The Grant for Technology Opportunities Program (GTOPs) Your participation is invited as we learn about The City of Austin’s Grant for Technology Opportunities Program (GTOPs). GTOPs provides four award pathways for Austin nonprofit groups to apply for funding. Jesse Rodriguez, Program Manager, will talk about how this funding program supports participation in the digital society and will share details about how funds and resources are distributed to area nonprofit organizations. 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 Strategies Susannah 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) […]
Will explore fundraising communications for individuals, corporations and foundations; the importance of identifying and cultivating the various publics appropriate to the fundraising initiative; and analyze participants’ communications strategies and tools.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.
Did you know that anyone can sue your nonprofit at any time, for any reason? While that statement is true, we hope it makes you curious, not worried. This session explores legal risks facing nonprofit. Learn what you need to know and do to protect your and fortify your organization to avoid, where possible, and survive, if necessary, a legal claim.Certificate in Nonprofit Risk Management SessionEarly Bird Pricing Available through January 23, 2023.Must be registered by February 5, 2023.
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.
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 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.
Will explore trends and practical considerations in soliciting and receiving grants and donations from corporations and foundations; how to build lasting mutually beneficial relationships; and evaluating effectiveness of seeking and receiving such funding.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.
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.
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 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 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.
Will explore the identification, cultivation and solicitation of major gifts; strategies for recognizing major donors; negotiating major gifts; and endowments.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.
