Learn and Grow with Us!
May 5th (Tuesday), 1:30 p.m. - 4:30 p.m.
This course will build your understanding of how internal controls reduce the risk of a loss of funds and information by both employees and outsiders and will help you identify when a loss may have taken place. Such losses can tarnish the reputation of an organization, affecting potential funding and staff and board recruitment. The course will include an overview of how policies and procedures can bring best practices to organizations, reducing operational, financial, and reputational risk.
Meet Your Expert Speaker
Retired CFO Jeannie Frazier
Jeannie has over 30 years of experience working in non-profit environments, primarily in the healthcare and biomedical research industry. She was CFO for a large trauma teaching hospital, at a cancer center, and for a basic biomedical research facility funded primarily by federal grants. She recently retired from a firm that provides temporary CFO services to small and mid-size organizations. Her clients there included organizations as diverse as an adoption agency, the library foundation, a firm providing pediatric speech therapy, an ambulance company, and even the Alamo. She has been on the boards of several organizations supporting children, including AFS Intercultural Programs, The Children’s Shelter, Voices for Children, and was the board chair for Girl Scouts of Southwest Texas for four years. She earned a BS in Mathematical Sciences and a MS in Engineering Economics, both from Stanford University. She is married and has two grown children.
Your Learning Roadmap
Course Outcomes
- Participants will learn what internal controls are and how to implement them, particularly in a small organization.
- Participants will understand how to make banking relationships more secure.
- Participants will come away with ways to use internal and external audits to identify potential areas of concern.
Key Information
Who Should Take this Class? When is this Class? Etc.
- This class will be held May 5th from 1:30 pm - 4:30 pm.
- Light refreshments will be offered during class.
- This class welcomes Nonprofit Management Program participants, CEOs, CFOs, COOs, Controllers, board chairs, and others interested in minimizing risk.
Enroll Today!
Registration closes on April 20th
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Get started now
$90.00
Regular price
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San Antonio Area Foundation Cancellation & Refund Policy
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If a Course Is Cancelled or Postponed by the Area Foundation
If a workshop or class is unexpectedly cancelled or postponed by the Area Foundation, a refund or credit toward another workshop or class will be issued.
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If You Can’t Attend and Want to Send a Substitute
If you are unable to attend a workshop or class, you may send a substitute in your place. Please contact the Learning and Development team at [email protected] in advance and provide their information so we can complete their enrollment.
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Refund Policy for Cancellations by Registrants
If you are unable to attend and would like a refund, please notify the Learning and Development team at [email protected]. All refunds are subject to a $15 administrative fee. Refunds are not available within 72 hours of the course start time.