1. Money Matters: Keys to Financial Management

This interactive workshop provides individuals with the tools and resources to demonstrate excellence in the area of nonprofit financial management. At the end of this course participants should be able to identify tools for better financial management; understand financial management best practices; improve their organization's transparency and accountability; work with their auditors more effectively when preparing for an external financial audit; prepare the new Form 990 and identify key performance indicators in their nonprofit organization.
Participants will leave this workshop with financial management tools and templates in several areas of financial management including reporting, tax and regulatory compliance,budgeting and cash flow management and outlines for the development of a financial management policies and procedures manual.

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* 1. Please tell us who you are and the organization you represent.

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* 2. Does your organization have a 501(c)3 nonprofit status?

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* 3. Brief overview of the work of the organization

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* 4. Organization's mission

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* 5. Operating methods (A brief explanation of how the organization works.)

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* 6. Annual operating budget

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* 7. Funding (A description of where the organizational funding comes from, with percentage breakdowns where available.)

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* 8. Governance (A breakdown of how the organization is run and how it forms policy.)

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* 9. Geographical reach (The counties in which the organization is active, the presence of regional offices, the number of staff employed and the headquarters' location.)

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* 10. How does your organization (through mission or project) address poverty in South Carolina?

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* 11. Are you registered with the Secretary of State?

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* 12. Do you have a Board of Directors? If so, how many members?

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* 13. Do you have an employer identification number?

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* 14. Do you prepare internal financial statements for review by the Board? If yes, how often do you prepare your internal financial statements?

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* 15. Do you compare your actual financial results with your budget?

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* 16. Do you compare your actual financial results with prior periods?

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* 17. Are the internal financial statements prepared in accordance with GAAP (generally accepted accounting principles)?

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* 18. Do you have an annual external financial audit performed by an independent Certified Public Accountant?

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* 19. Do you have a written financial policies and procedures manual?

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* 20. Do you file an annual Form 990, Form 990-EZ or 990-N? If yes, which form is filed?

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* 21. How did you hear about this workshop?

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* 22. Which workshop location are you planning to attend?

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