Training
Finance Impact Department Training
Listed below are the training sessions offered by the Finance Impact Department. Every course is available for both volunteers and staff members You will see a course description as well as a link to more information.
Accounting Specialist Workshop
Fiscal Management 1
Fiscal Management 2
Fiscal Management 3
Fundamentals of Major Gifts
National Development & Fiscal Management Symposium
Webinars
What: The Accounting Specialist Workshop has been designed to address the most popular topics identified by accounting specialists as requiring additional training, such as:
- Release of restriction on net assets (reclassification)
- Reconciling GL accounts (custodial, registration, fundraising pledges, provision & allowance)
- Reading, understanding, and using financial statements and reports
- Entering endowment information in FR software and GL to Market Value
- Recording United Way in FR software
- Fixed Asset and Insurance Ledgers
- Audit compliance with BSA standards Sarbanes-Oxley implications
- Individual coaching sessions using your data
- Budgeting
Who: While geared primarily for accounting specialists and all fiscal managers, local council & area finance volunteers may find this appropriate.
More Course Information & Dates
What: This course is designed to give council staff and volunteers a greater understanding of the fiscal management and administrative processes of a local council. The greatest benefits from this course occur when the Scout executive and accounting specialist attend together as well as the council treasurer or other finance volunteers. Due to changes in administrative and accounting requirements of not-for-profit organizations, participation in the course is suggested at least every three years.
Topics include:
- Learning to create and evaluate financial statements without knowing debits and credits
- Who sets the accounting standards
- Interpreting your council’s financial statements
- Making your financial data easy to understand
- Managing your cash flow
- Budgeting
- Preventing fraud and abuse
- Internal controls
- Audits and relationships with auditors
- Understanding industry changes and trends
Who: Designed for those who may be in middle management positions with fiscal management responsibilities or those who are ready to develop fiscal management skills in preparation for career advancement. This course is also appropriate for local council & area finance volunteers.
More Course Information & Dates
What: This course includes breakout sessions and takes participants into a deeper understanding of the concepts learned in FM I. Course participants will engage in budgeting and cash flow management activities and apply debits and credits to the concepts of fiscal management. A portion of the course will include roundtable discussions highlighting best methods and ways to work more effectively and efficiently.
Please note, due to software conversion, this course will not be offered in 2013.
Topics to be covered include:
- Reconciliation of accounts
- Budgeting
- Cash flow
- Restricted contributions
- Reclassifications
- Recording investment income
- Audits
- Interfund loans
- Month-end and year-end closings
Who: Designed for tenured accounting personnel and commissioned professionals who have attended Fiscal Management I (FM I). This course is also appropriate for local council & area finance volunteers.
More Course Information & Dates
What: In this course instructors will facilitate peer-to-peer learning as participants develop long- term strategies for their councils’ financial business plans.
Please note, due to software conversion, this course will not be offered in 2013.
Topics will include:
- Short-term and long-term cash flow projections
- Multiyear and multi-fund blended campaigns
- Level four grant and foundation campaigns
- Board development
- Governance and transparency in the 21st century
- Brief update on changes in the not-for-profit industry
Who: Designed for Scout Executives and volunteers who have a strong understanding of local council financial statements. Completion of the Fiscal Management I (FMI) course is required and attendance is by invitation only.
More Course Information & Dates
What: The Symposium is a three-day course for council staff, local council and area volunteers with a responsibility or interest in fund development and fiscal management. Tracks include:
Who: All council volunteers and staff with primary or partial fundraising or fiscal management responsibilities.
This training is conducted by the BSA National Foundation.