Financial Management of Land Trusts
A One-Day Standards and Practices Curriculum Seminar
Tuesday, September 29, 2009
10:00am - 4:00pm Central
Do you know how to effectively manage your land trust’s funds so you are equipped to protect the land that you love? Please join your land trust colleagues to learn the tools that you need to understand and better oversee your organization’s financial management.
To register via mail or fax, download the registration form here >>. Send the completed registration form with payment to 1660 L St NW, Suite 1100, Washington, DC 20036 or fax the completed form with payment information to 202-638-4730.
In the morning, you will focus on improving your financial literacy. Learn how to take full advantage of the tools at your disposal to direct and oversee your organization’s financial wellbeing. You will discover how to better understand the elements of basic financial statements (balance sheets, statements of activities, statements of functional expenses), how to read them, and how they can be used to hold the organization accountable for meeting its financial goals.
In the afternoon, you will be familiarized with the process of risk assessment as it relates to financial management. Discover how to identify threats to your land trust’s ability to carry out its mission and develop sound internal controls to be used as building blocks of effective financial reporting. You will develop an understanding of IRS and state financial reporting requirements, including requirements for audit or review of financial statements. You will also learn techniques for budgeting, including how to use Excel to simplify the preparation and handling of multi-year grants.
Dana Chabot is a CPA who provides accounting and financial management services to approximately two dozen not-for-profit organizations in Madison, Wisconsin. Among his clients are Gathering Waters Conservancy and several land trusts in south-central Wisconsin. Previously, he worked as an auditor performing financial statement and compliance audits for not-for-profit, manufacturing, and retail organizations. Dana also spent ten years teaching political science at Indiana University and University of Minnesota.
Who should attend?
This workshop is geared towards executives and board members of land trusts who would like to understand the basics of financial statements, or who could use a refresher course about financial management and risk assessment and analysis. There are no prerequisites for this seminar.
Because of the generous support of the Gaylord and Dorothy Donnelley Foundation, this workshop is being offered for $60 per person to all staff and board members of Land Trust Alliance and Prairie State Conservation Coalition member organizations, or $75 per person to non-members.
The book for this Standards and Practices Curriculum course is in the final stages of development. Excerpts of the draft of the course book will be distributed at the time of this class. Participants additionally will receive a final copy of the book once production has been completed.
Registration ends Friday, September 18, 2009.
Registration & Questions:
For content questions, please contact Johanna Garsenstein at 773-957-9919 or firstname.lastname@example.org.
For registration questions, please contact Matt Castelhano at 202-638-4725 or email@example.com.