Home » Trainings & Conferences » 2019 Finance Conference

March 6 -7, 2019

Sheraton Austin Georgetown Hotel and Conference Center Georgetown, TX

Registration

Join us for our 2nd annual Finance Conference! We’re pleased to offer complimentary tickets for finance professionals from family violence programs. TCFV will reimburse travel, per diem, and lodging for one attendee per organization; each organization has two complimentary tickets available, however reimbursement is not available for additional attendee and space is limited!

Register Now!

Schedule

March 6, 2019
8:30-10:00 am REGISTRATION OPENS

 

10:00-10:15 am Welcome and Introductions
10:15-11:15 am Review of Year’s Events and Current Issues Affecting Your Organizations

Rena Pena, Audit Principal and President / Pena, Briones, McDaniel & Company

11:15-11:30 am BREAK

 

11:30-12:30 pm Practical Steps to Facilitate a Favorable Audit and What to Look for in an Auditor

Rena Pena, Audit Principal and President / Pena, Briones, McDaniel & Company

12:30-1:30 pm Luncheon – Networking by Profession: CPA, grant officers, bookkeepers, ED’s with finance duties

 

1:30-2:30 pm Strengthening Financial Leadership Capacity

Steve Zimmerman, CPA, MBA, Principal – Spectrum Non-profit services

As finance professionals progress in their careers, organizations demand from them increased competency in leadership and strategy skills. We will connect the work of finance professionals as bookkeepers and associates to the mindset required of strategic financial leaders. We’ll present several key principles that you as financial leaders can practice in your roles. We’ll also lead you in exercises and through sample documents so that you can implement these principles.

You will leave with the knowledge and tools to:

·         Understand your organizations’ connections between mission and money.

·         Determine the profitability of your organization’s programs.

·         Assess the financial health of your organization by calculating key ratios.

·         Activate your budgets, planning process, and staff teams to assess challenges and future opportunities to build financial strength.

 

2:30-2:45 pm

 

BREAK

 

2:45 – 3:45 pm Strengthening Financial Leadership Capacity (continued)
 

3:45-4:00 pm

 

BREAK

 

4:00 – 5:00 pm Strengthening Financial Leadership Capacity (continued)
5:00-5:15 pm Review

 

 

March 7, 2019

8:00-8:30 am BREAKFAST

 

8:30-9:30 am Breakout Sessions

QuickBooks – Creating Grant Budgets & required ledgers using QuickBooks – TBA

 

How our NPO went from Red to Black over a 4-year Period – Ankur Chopra, CPA Executive Vice President/Chief Financial & Personnel Officer/Family Violence Prevention Services

9:30 –9:45 pm BREAK

 

9:45-10:45 am Indirect Rates and 10% de minimis – TBA

 

10:45-11:00 am BREAK

 

11:00-12:00 pm Indirect Rates and 10% de minimis – TBA (continued)

 

 

12:00-12:45 pm

 

Luncheon – Networking by Profession: CPA, grant officers, bookkeepers, ED’s with finance duties

 

12:45-1:45 pm FUNDER – HHSC
1:45-2:00 pm BREAK

 

2:00-3:00 pm FUNDER – CJD
3:00-3:15 pm Closing

Speakers

Speakers coming soon…

Lodging

Sheraton Austin Georgetown Hotel and Conference Center | Georgetown, TX

Reserve your room here. | Hotel block ends February 3, 2019

Contact

Conference Questions and Information |
Deb Butts | Manager, Finance and Administrative Technical Support
dbutts@tcfv.org

Registration Questions |
Kate Kerns | Designer and Admin Specialist
kkerns@tcfv.org

Lodging Questions |
Anoush Crane | Event Coordinator
acrane@anoushcrane.com