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Enhance your career!
Affordable, high-quality workshops and certificate programs for nonprofit professionals in the areas of management, leadership, grant writing, fundraising, marketing and more.
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Focus on your future!
Special training cohort opportunities focused on specific topics for nonprofit leaders.
Learn and Grow with Us!
April 8th (Tuesday) from 1:30 p.m. to 4:30 p.m. (In-Person)
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
1. Participants will learn what internal controls are and how to implement them, particularly in a small organization.
2. Participants will understand how to make banking relationships more secure.
3. 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.
1. This class will be held April 8th from 1:30 pm - 4:30 pm.
2. Refreshments such as coffee and mints will be offered during class.
3. Nonprofit Management Program participants, board members, Finance Committee members, and nonprofit accounting or finance and program staff who assist in preparing financial statements for the CEO and the board.
3. If you are a member of the San Antonio Area Foundation, the cost of this class is discounted 25%. Please reach out to [email protected] for a coupon before registration.
Register Today Before It's Too Late
Registration Closes March 24th
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Refund/Credit Policy
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The San Antonio Area Foundation has a no refund policy.
If a workshop and/or class has been unexpectedly cancelled and/or postponed by the Area Foundation, a refund or credit towards another workshop and/or class will be issued. If a registrant is unable to attend a workshop and/or class, a substitute may be sent or a credit may be issued. No credits will be given for cancellations received less than 48 hours before a workshop.
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