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Finance Impact Department Training

Listed below are the training sessions offered by the Finance Impact Department. You will see a course description as well as a link to more information.

Monthly Webinars

Accounting Specialist Workshop

Fiscal Management 1

Fiscal Management 2

Fiscal Management 3

Fundamentals of Major Gifts

Local Council Fundraising Campaigns

Major Gifts Fellowship Week

National Development & Fiscal Management Symposium

Senior Finance Roundtable

Monthly Webinars

November 2010

December 2010

January 2011

February 2011

Accounting Specialist Workshop

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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

In our “hands on” workshop format, the topic list may be modified and subjects added as determined by the needs of the participants.

Who: While geared primarily for accounting specialists, all fiscal managers are welcome.


Fiscal Management 1

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What: Fiscal management 1 is designed to give commissioned professional and administrative staff 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. 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

Due to changes in administrative and accounting requirements of not-for-profit organizations, participation in the course is suggested at least every three years.

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.


Fiscal Management 2

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What: This course includes breakout sessions and takes participants into a deeper understanding of the concepts learned in FM I. Commissioned professionals will engage in budgeting and cash flow management activities, while accounting personnel will 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).


Fiscal Management 3

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What: In this course instructors will facilitate peer-to-peer learning as participants develop long- term strategies for their councils’ financial business plans. 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 tenured Scout Executives who have a strong understanding of local council financial statements. A minimum of two years tenure as Scout executive and completion of the Fiscal Management I (FMI)course is required and attendance is by invitation only.


Local Council Fundraising Campaigns

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What: This course is a three-day workshop where participants meet with staff members from the National office to learn how to develop and execute their council’s annual finance campaign, understand basic concepts in fund-raising accounting, and learn helpful fund-raising techniques and identify resources provided by the National Council.

Who: for council finance directors, council staff who have a direct fund-raising responsibility, and Scout executives who are the primary managers of their council’s finance campaigns


National Development & Fiscal Management Symposium

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What: Six subject tracks will be offered for operating, capital, endowment, grant writing, fiscal management, and fund-raising technology (you may focus on a single track or attend sessions from multiple tracks). Probably topics:

  • operating

  • capital

  • endowment/major gifts**

  • fiscal management

  • technology

  • grant writing

**Qualify for the Major Gifts Certification by completing the entire endowment/major gifts track

Who: all council volunteers and professionals with primary or partial fund-raising or fiscal management responsibilities


Fundamentals of Major Gifts

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What: This course aims to prepare Scouting professionals and volunteers to establish, cultivate and actuate relationships with individuals capable of making significant financial gifts to Scouting. This course prepares participants to develop council major gifts strategies, identify potential donors, cultivate and educate those donors, present effective gifting options to donors, recognize the donors, and continue to embrace the relationship with donors as trustworthy stewards for Scouting.

Who: council professionals and volunteers


Major Gifts Fellowship Week

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What: Half-day sessions focus on financial issues such as:

  • Retirement planning

  • Land, stock, and other assets in your estate

  • Trusts for education, family care, and wealth replacement

  • Determining your legacy

Who: Are you a member of the James E. West Fellowship, 1910 Society, or Founders Circle? If so, the Major Gifts Fellowship Week is for you—and your family!


Senior Finance Roundtable

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What:

Who: