2018 Conference Schedule

Thursday, July 14, 2016

2nd Morning Mini Sessions

Finance Department Roles and Responsibilities

Date: 07/14/2016 10:10-11:45 a.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Management Advisory Services
Applicable Audience: CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HR Staff
Tracks: Finance, Accounting, and Tax; Performance Improvement
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Janet Johnson , Katherine Eilers
Applicable Audience:
CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HR Staff
Learning Objectives:
1. Discuss appropriate tasks and responsibilities for each accounting department level.
2. Provide examples of what each position should entail.
3. Provide opportunities for participants to assess their accounting positions and determine whether action should be taken.
Session Description:
We visit nonprofit organizations all over the country, performing internal control and business process reviews. We frequently observe that fiscal managers tend to do the their staff’s work, rather than the tasks and responsibilities appropriate for their level.

In this session we will discuss appropriate roles and responsibilities for each level of an accounting department’s staff, from CFO to accounting clerks. Our focus will emphasize managers: How can they best benefit the organization? Our session will include exercises to help participants focus on their own accounting departments.