Training

DEVELOPMENT TRAINING

Below are local council fund development training courses. They are available for both local council volunteers and staff members.

AFP Fundamentals of Fundraising
Comprehensive Fund Development Certificate
Major Gifts and Planned Giving
Senior Development Professional Roundtable (by invitation only)

FISCAL MANAGEMENT TRAINING

Below are fiscal management training courses. Every course is available for both volunteers and staff members.

First-time Accounting Specialist
Fiscal Management I 
Fiscal Management II
Fiscal Management III  (by invitation only) 

 


 

First-time Accounting Specialist

More Course Information and Dates

This course is designed for new accounting personnel with less than one year tenure.

This course will include how BSA accounting differs from other non-profit organization accounting as well as for-profit corporations. Course participants will learn daily, weekly, and monthly accounting functions which should be performed.  Reconciliation of asset, liability, and bank accounts will be reviewed in-depth.

Other items to be included:

  • Fund accounting
  • Deferred revenues and expenses
  • Classification of contributions - unrestricted, temporarily restricted, permanently restricted
  • Researching and correcting transactions

Note: While some discussion of PeopleSoft software will be included, this is not a PeopleSoft training.

This course could also be appropriate for local council and area volunteers.

The deadline for registration is three weeks before each session.

The fee for this course is $625.00 which includes lodging for Tuesday and Wednesday nights at the Marriott Solana in Westlake Texas, meals beginning with dinner on Tuesday through lunch on Thursday. Course fee does not include transportation cost.

 


 

Fiscal Management I

More Course Information and 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.


Fiscal Management II

More Course Information and 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.

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.


Fiscal Management III

More Course Information and Dates  

What: In this course instructors will facilitate peer-to-peer learning as participants develop long- term strategies for their councils’ financial business plans. (By Invitation Only)

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.