Training and Events

This calendar is updated periodically; please check back often.

Spring 2020

Fundamental Building Blocks of Finance

Bucks-Mont Collaborative

January 21, 2020
9:00 am-Noon

There is no cost for the training, but registration is required

Community Partners Center
Walton Rm
2506 N. Broad St.
Colmar, PA 18915

In partnership with the Catalyst Center for Nonprofit Management, the Bucks-Mont Collaborative presents a workshop on basic organizational finances. The financial function is foundational to the health and stability of any organization. How do you monitor your financial health?  What reports should you look at on a regular basis?  What should you watch out for to comply with federal and state regulations?   In this session we will:

  • Identify key components of your financial statements and what to monitor
  • Determine what reports should be shared with your Board at every meeting and what questions your Board members should be asking
  • Discuss answers to typical funder questions
  • Review budgeting principles
  • Discuss the differences between the organizational budget and the program budget used for grants
  • Review federal and state (and multi-state) reporting requirements
  • Identify financial best practices
  • Introduction to Key Performance Indicators and Dashboards

REGISTER NOW

Board Boot Camp

BLB & B Advisors
103 Montgomery Ave
Montgomeryville, PA 18936

April 2, 2020
5:00-8:00 PM (registration starts at 4:30 pm with a light refreshments)

$15 per person

The Board Boot Camp program has been designed for both new and experienced board members to learn or refresh their skills on being an effective nonprofit board member.  This does not happen by accident, but rather by thoughtful and consistent attention to the role of board members in your organization.

We focus on skills effective board members possess.  By structuring the evening into two tracks, we are able to direct the discussion at the appropriate level for each group.

Freshman Track ~ for individuals who have served for less than two years on a nonprofit board and are interested in learning about the more general duties of board members.

Advanced Track ~ for individuals who have experience serving for many years or on a variety of boards and are looking to gain insight on the tools used by more mature boards.

4:30-5:00 pmRegistration & Light Refreshments
5:00-5:40 pmGeneral Duties of All Board Members
5:45-6:25 pmFreshman Session
Understanding Strategic planning
Advanced Session
Advanced Strategic Planning
6:25-6:35 pmBreak
6:35-7:15 pm Freshman Session
Fundamentals of Fundraising for Boards
Advanced Session
Understanding Data and Finances as a Key to Capacity Building
6:35-7:15 pm Freshman Session
Financial Oversight for Boards
Advanced Session
The Vital Role of Engagement-CEO & Board
8:00 pm Adjourn

  Thank you to our host, BLBB Charitable

REGISTER NOW

PAYMENT (note: must also register via SurveyMonkey link)



CCNM Around Town

September 13, 2019

Nonprofit Learning Lab

Location: International House
3701 Chestnut St., Philadelphia, PA 18974
9:00AM – 4:00PM

Data Driven: Use Data to Accomplish More this Year, Cindy Bergvall, CPA
https://www.nonprofitlearninglab.org/philadelphia

Mini-Sessions

The Catalyst Center for Nonprofit Management is pleased to offer a series of one and two hour training sessions for busy Boards.

Our training professionals are able to attend your regular Board meetings and conduct mini-trainings in a variety of areas. Popular topics include:

  • Strategic Thinking for Boards
  • Board Roles and Responsibilities
  • The Board’s Role in a Development Plan
  • Understanding your Financial Statements

Allow us customize any topic to suit the needs of your Board. Trainings are 1 -2 hours in length and include handout materials. For more information, please contact Liz Vibber, 215-343-2727 or e-mail: lvibber@bbco-cpa.com