Best Practices in Internal Controls and Financial Reporting

Nonprofits must exercise sound financial practices using  financial information in the current
economic and funding climate. Protecting current assets and understanding today's financial picture with the ability to forecast for the future is critical to the sustainability of nonprofits.  The workshop will focus on:

-Financial reporting to plan, monitor and evaluate operations. Budgeting, cash flow budgeting, internal and external reporting are critical to measuring and communicating the financial picture of the organization.

- Internal controls to preserve the current funding and assets. Develop the who, what, when and how of an effective and efficient framework for a finance office, whether it be one person wearing multiple hats or a full-sized department.  As nonprofits restructure and evolve, care must be taken that internal controls are updated for today's climate.

Join us as we address the critical concepts of internal controls, budgeting and financial reporting in order to ensure the future of your nonprofit.

A manual of sample policies and tools will be provided to each registrant.

Facilitated by: 

Julie Peters, CPA, Audit Senior Manager, RSM US

Julie has 13 years of experience providing audit and business consulting services to clients in various industries as well as internal control consulting and financial projections projects. Julie is a national instructor on RSM's Learning & Professional Development team, providing training to Firm professionals.    

Matthew Garvey, CPA, Senior Manager, RSM US

Matt has worked in public accounting for 17 plus years. His clients span the nonprofit sector - service organizations, long-term care facilities, private schools, universities, and foundations.  He plans, coordinates, and reviews accounting and auditing projects; prepares audited financial statements and presents them to management. He serves on the board of directors of Neighborhood Family Practice as treasurer.


Presenting sponsor:

 Medical Mutual logo


Friday, November 03, 2017

9:00 AM - 12:00 PM


6701 Carnegie Ave.
Cleveland, OH


Member: $65.00

Registration: $95.00

Register Now