Leading by Numbers: Finance Professionals

Leading by Numbers is a multi-tiered approach designed to support finance professionals working at family violence service organizations. Our goal is to ensure family violence service agencies across Texas receive personalized technical assistance.

Consultations and Training

We provide customized finance consultations and training to category I and II TCFV members as well as family violence centers funded by CJD and/or HHSC. Learn more about TCV membership here

Consultation Topics

Agency Finance Management Review: Provides an on-site consultant for up to two days that works with staff to ensure the agency’s financial policies and procedures are current and in accordance with 2 CFR 200.

Agency Finance Leadership Transition: Provides an on-site consultant for up to three days to work with staff and board to assess the agency and make recommendations for financial leadership transition.

Cost allocation: Provides virtual or on-site consultant that works with staff to develop tools for implementing a comprehensive Cost Allocation Plan.

Monitoring/Audit Compliance: Provides a virtual or on-site consultant to work with staff to review findings and assist with developing a compliance plan and response to funders.

Annual Finance Conference

We offer finance professionals, just like you, a combination of in-person and statewide training opportunities covering critical topics presented by state and national experts.

 

September 29 & 30, 2020

The third annual TCFV Finance Conference features dynamic presenters and showcases state and national trends for the financial staff of family violence service organizations. We’re planning great things for this conference!

Online Training

If you are looking for in-depth, training as a finance professional at a Domestic Violence support service, you are in the right place! Please find our on-demand, online-training for finance professional below. 

 

Time and Effort Keeping

Join Rex Porter in learning about the two key time and effort keeping standards:  the federal rules as well as your own non-profit best practice recipient internal controls.  Rex focuses on key timekeeping areas of risks and how to navigate them through planning, implementing and monitoring.

Record Date: 2 July 2019

Length: 1.00 hour

Watch the Webinar | Take the Survey

Indirect Cost Planning, Allocation, and Rates

Join Rex Porter in learning the fundamentals of indirect cost treatment by a non-profit receiving state and federal funds.  Rex highlights key rules under the federal Uniform Guidance (2 CFR 200), including use of your internal finance policy, different bases of indirect cost, different methods and more key areas.

Record Date: 18 July 2019

Length: 1.00 hour

Watch the Webinar | Take the Survey

Cost Sharing and Match

Join Rex Porter in demystifying cost share and match and focuses on how to calculate fair market value, the expected involvement of state and federal funders; as well as proper cost sharing/matching estimating, documenting and reporting.

Record Date: 18 July 2019

Length: 1.00 hour

Watch the Webinar | Take the Survey

Reimagining Your Business Model

Join Steve Zimmerman for this engaging workshop “Reimagining Your Business Model.” Every decision organizational leadership makes affects a nonprofit’s ability to accomplish its mission and be financially viable. As a result of the pandemic, many organizations will need to revisit and adjust their business models. Doing so may be driven by the financial realities the organization faces, but it needs to reflect the dual bottom line of nonprofits – impact and profitability.

Holding these two components together – even in times of crisis – is critical, requiring reimagining how your organization does this now and into the future. This topic focuses on understanding and visualizing the organization’s business model and determining ways to adapt moving forward. This workshop will go more in-depth on the steps to create the matrix map and provide teams time to engage in some of these. 

Record Date: 6 August 2020

Length: 3.00 hour

Level: Professional

Watch the Webinar

Budgeting and Scenario Planning for a New Reality

Join us and Steve Zimmerman, CPA, MBA, Principal of Spectrum Nonprofit Services in exploring the ins and outs of budgeting and scenario planning in our ever changing communities. Let’s be honest, any budget set at the beginning of 2020 are no longer applicable. As a new reality continues to emerge, organizations will need to shift their budgeting and financial planning to accommodate it. This means exploring different scenarios the organization may face, and the programmatic and financial drivers of those different scenarios.

This topic covers key principles of budgeting amid a crisis, complemented by an approach to scenario planning that organizations can use now and as they create financial forecasts for new fiscal years.   

The workshop will move beyond the tool and support participants as they customize the process and content of conducting scenario planning.

We’ll explore relevant financial trends and drivers and begin to think about how these are aligned with the organization’s core impact drivers. As we discuss implementation, we’ll consider how to do so in a way that facilitates ongoing decision-making.

Watch the Webinar

Fraud Prevention and Detection

 

Join Jack Reagan, Partner at UHY LLP in Columbia, Maryland, in exploring how to detect and prevent fraud in your non-profit. This online training is ideal for Executive Directors and Finance Staff.

The objectives of this training are to:

  • Understand the difference between fraud preventive and detective controls
  • Improve the quality of fraud risk assessments in the annual sub-grantee risk assessment process
  • Learn preventive and detective controls that can be monitored over eligible participants
  • Provide ways to integrate sub-recipient monitoring into your fraud prevention and detection programs
  • Describe best practices in fraud monitoring over sub-recipients  

Watch the Webinar

Mitigating Fraud through Internal Control

Join Jack Reagan, Partner at UHY LLP in Columbia, Maryland, in exploring how to mitigate fraud in your non-profit. This online training is ideal for Executive Directors and Finance Staff.

The objectives of this training are to:

  • Recall indirect cost rate related requirements applicable to non-federal entities
  • Discuss regulatory requirements of subrecipient and contract monitoring as pertaining to indirect costs
  • Identify instances of noncompliance reported through audits and compliance monitoring activities
  • Analyze the interaction between allowability requirements and indirect cost calculation processes

Watch the Webinar

Texas Council on Family Violence
PO Box 163865
Austin, TX 78716

P 512.794.1133
F 512.685.6397
800.525.1978

© 2020 Texas Council on Family Violence