Fiscal Management II

Fiscal Management II (FM II) is designed for tenured accounting personnel and commissioned professionals who have attended Fiscal Management I (FM I). It is also appropriate for local council & area finance volunteers. This course includes breakout sessions and takes participants into a deeper understanding of the concepts learned in FM I. 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
  • Re-classifications
  • Recording investment income
  • Audits
  • Inter-fund loans
  • Month-end and year-end closings

The deadline to register and submit payment is 30 days prior to the start of each course. Should the deadline fall on a holiday or weekend, it will be applied on the immediate, next business day.

If we do not have the minimum number of participants registered at the time of the deadline, the course will be cancelled. The minimum number of participants for this course is 10 and the maximum is 20.

The course fee is $325 and and does not include travel, meals, and lodging costs.

If you have registration questions, please contact the Strategic Performance office.

2019 Scheduled Courses

Date Location Time
June 11-12 Buckskin Council Service Center  Tuesday 9am-4:30pm
(Cancelled) Charleston, WV  Wednesday 9am – 4:30pm
     
October 15-16  Norwela Service Center  Tuesday 9am – 4:30pm
(Cancelled) Shreveport, LA  Wednesday 9am-4:30pm