Learn and Grow with Us!
May 5th (Tuesday), 9:00 a.m. - 12:00 p.m.
This course will build an understanding of non-profit financial statements and the information they contain, highlight different strategies to employ when budgeting for the future, explain the parts of Form 990, and convey how donors use Form 990 to determine which organizations they should support.
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 which financial statements are contained in an audit, what unrestricted, temporarily restricted, and permanently restricted funds are, how they are presented in financial statements, and what the rules are for using them.
- Participants will understand the importance of making budgets that show monthly activity, when to consider multi-year budgets, and how to build consensus when building a budget.
- Participants will learn the major components of Form 990 and how donors use the form to determine which organizations to support.
Key Information
Who Should Take this Class? When is this Class? Etc.
- This class will be held May 5th from 9:00 a.m. to 12:00 pm.
- Light refreshments, including coffee and snacks, will be offered during class.
- This class welcomes Nonprofit Management Program participants, CEOs, CFOs, Executive Directors, Board Members and Treasurers, Development and Fundraising Professionals, Program Managers, and Finance and Accounting Staff.
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] at least 72 hours before the course begins. A $15 administrative fee will be deducted from your refund.