2018 Conference Schedule

Tuesday, July 10, 2018

1st Afternoon Mini Sessions

Budgeting and Forecasting for Nonprofits

Date: 07/10/2018 1:30-3:05 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Tracks: Finance, Accounting, and Tax; Technology
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Brian Dietz , Rebecca Hurst
Applicable Audience:
Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Learning Objectives:
1. Explore best practices for budgeting and forecasting.
2. Create a scalable budgeting and forecasting model using tools such as Host Analytics.
3. Automate your forecasting through the use of a rolling forecast.
Session Description:
Are you tired of relying on spreadsheets to track your budgets and forecast? If so, you will learn in this session how nonprofit organizations are moving to Host Analytics, a cloud-based budgeting, forecasting, and reporting system, to streamline the budgeting and forecasting process, and to gain better insight into their financial health.