Finance & Budget (IN PERSON) Academy of Association Management

Financial results are a vital component to gauging an association’s success and accomplishing its mission. As a result, it’s important that even those outside of the finance department understand the benchmarks and metrics, as well as the policies and procedures necessary to maintain and safeguard an association’s assets. 

This session provides the foundational skills necessary to interpret your financial information and make impactful decisions to maintain financial health and adapt for the challenges ahead.

Learning objectives:

• Understand the importance of budgeting and the basics of creating and monitoring your association’s budget.
• Identify the key financial terms and concepts relevant to association management.
• Learn how to establish key ratios and performance indicators to measure financial health and success.
• Discuss the importance of internal controls in safeguarding your association’s assets and mitigating the risk of fraud.

Instructor:

Bradley DeVries, CPA, CAE Yeo & Yeo CPAs and Advisors