The Budget Calendar: A Roadmap for Financial Success With Abila MIP Fund Accounting

Check-in for the Abila MIP preconference is on Monday, July 10, 2017, starting at 8 a.m.

This session is being presented twice, once in the morning and repeated in the afternoon. Select the time that works best for your schedule. Space is limited, so they will fill up quickly.

Session Times

Morning Session: Monday, July 10, 2017, 8:30 a.m.–11:45 a.m.
Afternoon Session: Monday, July 10, 2017, 1:30-5 p.m.

Session Information

Tracks: Abila/MIP; Technology
History: New
Type: Full
Experience: All (All levels of experience); New (One to five years of experience); Seasoned (Six-plus years of experience)
Level: Basic; Overview; Intermediate; Advanced Update
Advanced Preparation: None
Prerequisites: None
Field of Study: Accounting
Lead Trainer: Suzana Warton
Additional Trainers: Kristin Grosz, Derrick Williams
Applicable Audience: Board Member; CEO/Executive Director; CFO/Finance Director; COO; Clinic Leadership; CSBG/Org Standard; ERSEA; Finance Staff; HR Director/Manager; HR Staff; HS/EHS Director/Manager; HS/EHS Program Staff; In-Kind; IT Director/Manager; Program Director/Manager; Providers; Nurses; Quality Improvement Leaders

Session Description:

Budgets beyond the basics: Creating agency budgets, program budgets, forecasting budgets, and performance budgets and reporting on multiple budgets at one time.

Learning Objectives:

1. Review and create budget versions.
2. Use the budget worksheet to create and modify various budgets.
3. Create "budget to actual" reports for agency-wide and program-specific monitoring.

CPE credits: 3.5 per session

Additional Registration Fee

$200 to attend this preconference.



Also see Uniform Guidance Preconference, HS/EHS Regulation Overview, Intacct Advanced Reporting and Insights, or Full Conference Schedule.

What our attendees say...

"I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
Misty O'Keefe, COO
Child Care Aware of Missouri
"As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
Angele Thibodeaux Burns, CEO
East Central Illinois Community Action Agency
"If you want your organization to grow and become a leader in your community, you need to come to this conference."
Brian Heese, Executive Director
Northern California Child Development, Inc.
"Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
Mary Werner, Director, Financial Planning & Analysis
Lutheran Social Services of the South Upbring
"This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
"This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
Charlie Ugarte, Director of Finance
Puerto Rican Family Institute