Budget and Finance Basics with Duane Shoen

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Budget and Finance Basics with Duane Shoen

Raise your level of financial awareness and better understand how to use financial information to make decisions for your organization.

By Human Services Coalition

Date and time

Monday, June 10 · 10am - 12pm EDT

Location

Tompkins County Public Library

101 East Green Street Ithaca, NY 14850

Refund Policy

No Refunds

About this event

This workshop is for staff and board members with any responsibility to read and understand financial statements and make decisions based on financial reporting.

The workshop will raise your level of financial awareness and help you understand how to use financial information to make decisions for your organization.

In this interactive session, you will:

  • Understand financial reports including balance sheets and income statements
  • Learn how to develop and monitor both organization-wide and program budgets (including variance analysis)
  • Learn how to compare the budget to actual financial performance – and how to use the information for management and planning
  • Learn how to report budget and financial information in a clear, understandable way to boards of directors and program staff to promote organization understanding and buy-in

About the Presenter
Duane Shoen is a Partner with Insero & Co. with over 20 years of experience in taxation and financial reporting. Duane's areas of specialization include auditing and accounting for not-for-profit organizations and government entities and includes consulting with these organizations concerning policies and procedures, internal control issues, and compliance matters.


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