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February 20 @ 9:00 am - 12:00 pm
Budgeting has its challenges but the result is a valuable tool for your not-for-profit. This course will provide you with an understanding of what a budget is, how a budget is prepared, the methods available to be utilized to compile a budget, and the roles individuals within your organization will play in the budget process. As a not-for-profit, there is an additional layer of complexity due to unique NFP areas, such as in-kind, spending policies, and funding restrictions. We will consider the impact of these areas and more while we discuss best practices to implement budget procedures, identify opportunities for efficiencies, and increase clarity through reporting.
Students who attend this workshop will be able to:
• Define key areas and elements of budgeting
• Gain an understanding of the budgeting process
• Apply best practices for budgeting and understand the unique NFP areas that impact budgeting for your organization
o Intro to budgeting
o Budgeting defined
o Budgeting procedures
o Budgeting efficiencies
o Areas unique to NFP budgeting
o Budget reporting – internal
o Budget reporting – to the Board
Program Level: Basic
Prerequisites: None, no advance preparation required
Instructional Method: Adult In-person classroom – lecture, discussion, and hands-on exercises
$65 members/$115 non-members
ABOUT THE INSTRUCTOR:
As a member of BKD’s National Not‐for‐Profit group, Emily George has more than 8 years of assurance and advisory experience in public accounting.
Emily began her career in assurance services focused on manufacturing and distribution, professional services, and SEC reporting and filings but her true passion emerged when she began working with not‐for‐profit organizations. She has extensive experience working in the not‐for‐profit sector including financial statement audits, single audits, and advisory services.
Her advisory work includes top‐down assessments of operational efficiency and refinement, including implementing policies and procedures, vendor contract management, information technology, human capital management, and extensive business intelligence reporting. It also includes outsourced accounting functions and grants management and compliance.
Emily is a member of the American Institute of CPAs and The Texas Society of CPAs and National Grants Management Association. She also serves as a member of the University of Texas at Dallas Undergraduate Accounting Advisory Council.
She is a graduate of University of Texas at Dallas, with a Bachelors in Accounting and Information Management and Business Administration and a Master of Sciences in Accounting and Information Management.