Registration is closed for this event

Date

Thursday, October 17, 2019
7:30 a.m. - 9:30 a.m.
Presentation at 7:30 a.m., Networking at 9:00 a.m.
Light Breakfast Provided

Event Description

Title
Budget Bootcamp For Nonprofit Leaders

Presenters
Lesley Bennett and Todd Kimball, CFO Selections

Event Description:

Your annual budget is one of the fundamental building blocks of sound financial management. A budget serves as a guide for financial and mission-related activities for nonprofit organizations. Leading and implementing an effective annual budget process is critical for organizational success. Join us for this session where we will explore the elements of a successful budget process. 

Learning Objectives:

  • Differentiate between zero-based and incremental budget methodologies and when to use each.
  • Discuss various budgeting bases and what approach makes sense for your organization.
  • Evaluate the pros and challenges between using Excel or budgeting software.
  • Discuss how to prepare a multi-year budget.

 

Area of Nonprofit Excellence - Financial Oversight

Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.

This event focuses on Financial Oversight. For additional resources in this category, visit: Financial Oversight

About the Presenters

Lesley Bennett, CFO Selections 

Lesley is a versatile accounting and finance professional with over fifteen years of experience in public and non-profit sectors overseeing compliance, payroll, bookkeeping, forecasting, audits, and budgeting.

A dynamic manager with broad knowledge of policy, research, project management, Board development, and community relations. She is a hands-on problem solver dedicated to solving any issue and getting things running smoothly.

Prior to joining CFO Selections, Lesley was the Director of Operations and Finance at the Latino Network. There she served as a member of the organization’s Leadership Team and managed a $6.8M annual budget. In addition to her responsibilities for finance, accounting, strategic planning and development, she supervised human resources, communications, data and evaluation. She brings a unique and dynamic perspective to each organization, benefiting from her diverse experiences throughout her career in organizations such as the U.S. House of Representatives, U.S. Department of Education, and various nonprofits throughout Oregon such as Willamette Partnership, Oregon League of Conservation Voters and Bicycle Transportation Alliance.

Lesley holds a Bachelor of Science degree in Political Science with a minor in Sociology from Portland State University. She also completed coursework for the Financial Management for Non-Profit Organizations program at Portland State University. In her spare time, Lesley enjoys hiking, camping, and traveling with her family. She can also be found perusing used bookstores and practicing the guitar.

 

Todd Kimball, Partner, CFO Selections 

 

Todd Kimball is a not-for-profit consultant with CFO Selections, providing senior financial and accounting expertise to local nonprofit businesses. He began his career with the Oregon Audits Division, auditing Oregon’s government agencies. Todd then transitioned to Moss Adams primarily performing audits for not-for-profit and governmental clients. Most recently, he was the Assistant Controller at Mercy Corps, where he helped revamp the accounting department top to bottom, streamlining processes, improving the internal control environment, and helped develop a global accounting system. With CFO Selections, Todd's been helping nonprofits in social services, associations, environmental impact, and several other niches.

Cost

$35 NAO Member
$70 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact training@nonprofitoregon.org.

Location

When
October 17th, 2019 7:30 AM   through   9:30 AM
Location
Ecotrust - 2nd Floor
Billy Frank Jr Conference
721 NW 9th Ave #200
Portland, OR 97209
Event Fee(s)
Price $ 70.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Management, Networking
Presenter
Event Region Metropolitan Portland
Programmatic Approach Capacity Builiding

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