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New Meetup: MANAGING YOUR NONPROFIT’S FINANCES WITH QUICKBOOKS

From: Jennifer H.
Sent on: Monday, October 26, 2009 11:59 AM
Announcing a new Meetup for *Free QuickBooks Workshop!

What: MANAGING YOUR NONPROFIT?S FINANCES WITH QUICKBOOKS

When: November 17,[masked]:00 PM

Where:
Private Bank Minnesota
Campbell Mithun Tower 222 South 9th Street
Minneapolis, MN 55402

From: 1 PM to 4 PM, Validated Parking

Poor accounting is NOT an option for nonprofit organizations. Their ability to deliver programs, secure funding, fulfill board members? fiduciary responsibilities, achieve organization goals, conform to IRS and other government regulations, and pass routine audits depends on absolute accuracy and accountability in their financial management.

Nonprofits have some unique accounting needs that their accounting software must handle, most notably fund management, budgeting, and financial reporting per special nonprofit formats and terminology. While there are a number of sophisticated (and expensive) accounting software packages specifically designed for nonprofits, smaller nonprofits can accomplish the same objectives for a few hundred dollars using QuickBooks.

This 3-hour workshop will demonstrate how you can set up and use QuickBooks to manage your accounting and report the success of your organization. This preview will include:

? Chart of Accounts (Tracking costs for administration, fund-raising, and programs)

? Items List (i.e. Grants, Donations, Corporate Matching Contributions, In-Kind Contributions?)

? ?Customer? List (i.e. Donors, Foundations, Third-Party Payers?)

? Vendor List

? Employee List

? Using the Class List to track program income and expenses

? Typical transactions: bills, checks, credit card charges, invoices, bank deposits

? Payroll processing

? Budgeting

? Financial Reports for Board and Executive Director: Statement of Activities, Statement of Financial Position, Budget to Actual

? Reports for Tracking Program Finances

? Reports to Funders

You will have an opportunity to ask questions related to your organization?s accounting issues.

Two additional topics will conclude the workshop:

? A map for understanding the big picture of your nonprofit and the role of accounting in it

? Understanding the roles of the Board and the Executive Director in financial management

Bios of Instructors:

Linda R. Logan

Linda Logan established Fiscal Foundations in 1994 to provide support to non profit organizations and small businesses in setting up and maintaining their financial management systems. This includes planning and setting up their bookkeeping system using QuickBooks software, training owners and employees to do their bookkeeping or doing it for them. She and her associates provide whatever level of support is needed from set up to training, problem-solving, periodic reviews, financial reports, on-demand technical support on-site or by phone, to full charge bookkeeping. She is a member of the QuickBooks Professional Advisor Program and the American Institute of Professional Bookkeepers. In addition to QuickBooks, she also works with MAS90, Master Builder, and occasionally Peachtree software.

For 10 years prior to setting up Fiscal Foundations, she was a partner/owner of a management training and consulting company working with top large corporations focusing on product quality, customer satisfaction and process improvement and documentation. She had acquired her experience and expertise in these areas while employed by Control Data Corporation in 1980-1985. She began using QuickBooks in this company when it first came out.

Previous work experience included managing her own retail craft store and working for a variety of small businesses in accounting and sales functions. During the first eight years of her career, she was a teacher.

Linda graduated with a Bachelor of Science Degree in Education from Emporia State University (Kansas) and completed graduate work at the University of Kansas and University of Missouri. Besides her coursework in education, she completed a major in mathematics and classes in accounting and programming.


J. MICHAEL CAVITT

Current Position: Coach and Cheerleader at Yay Team!

BA in Economics and Political Science, Pittsburg (KS) State University, 1969; and, a
Master of Public Administration, Wagner School, NYU, 1972.

* He has consulted with individuals and organizations in organizational development and process, management development, professional development and enterprise operation since 1972 in the public, nonprofit, nongovernmental, and for-profit sectors.
* He was a Consultant in Government Management at the University of Iowa.
* He has served on the Boards of Preucil School of Music, Suzuki Association of the Americas, Iowa City AM Rotary, Minneapolis South Rotary, and SHiFT; as well as others.
* He has been President of Minneapolis South Rotary and has held many Rotary District level positions including Chairman for Inbound Rotary Ambassadorial Scholars and Chairman for the selection of applicants for Rotary World Peace Fellowships.
* He was Executive Secretary, US Committee for the United Nations World Youth Assembly, 1970.
* He Chaired the Assessor Education Commission of the State of Iowa for six years.
* He owned Cavitt Asset Management, Inc.
* Currently a member of Mensa; AARP, Rotary International, Alliance Francaise; and SHiFT.

Learn more here:
http://www.meetup.com/Free-QuickBooks-Workshop/calendar/11714170/

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