Cash Management through Crisis for Nonprofits & Associations
Webinar: group live presented online || Attendance: 27 Associations || Reviews || Good interaction and handoffs between the presenters.
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
|Title||Cash Management through Crisis for Nonprofits & Associations|
|Date||December 9, 2020|
|Time||1:00 pm – 2:30 pm (EASTERN TIME)|
|Description||COVID19 presents no shortage of challenges for executives leading not for profit organizations. The magnitude of impact to most not for profit organizations far surpasses initial considerations. As membership dues and conference registrations decline, many NFP and Associations are facing governance and management considerations related to the COVID19 Crisis. These include cash management, and tightly related budgeting, forecasting and financial planning techniques, as well as a need to keep board and finance committees well informed with frequent meetings and reports.|
Dan O’Dea joined CPA Department as Director of Outsourced Accounting, where he leads the accounting team and is responsible for managing the firm’s outsourced accounting function. Dan has been recognized for his extensive experience in accounting and finance, he was peer-selected as CFO Of The Year, by the Charleston CFO Council in 2017. He has worked in a variety of local and national firms as Chief Financial Officer and Controller, as well as having served in the US Navy, and various community non-profit activities. Most recently Dan led finance and logistics operations for international manufacturing in the consumer-packaged goods space. A US Navy veteran, Dan served more than 36 years of active and reserve service as an enlisted member and later as a commissioned officer. As a Joint Logistics officer, he led logistics operations for U.S. Security Cooperation as well as significant humanitarian assistance and disaster relief experience. When not working Dan enjoys spending time with his family, boating, fishing, and doing a wide variety of outdoor activities.
Jennifer is a Certified Public Accountant and holds a Master of Science in Accounting. She’s also earned her CGMA designation and CMA certification. Jennifer is board member for the George Mason School of Business Center for Government Contracting and has been a guest speaker at George Mason University (her alma mater). In addition, she’s a Cohort of the Goldman Sachs 10,000 Small Business Program and member of the Greater Reston Chamber of Commerce, the Small and Emerging Contractors Advisory Forum (SECAF), the AFCEA professional association, the Vistage® CEO network, the Institute of Management Accountants (IMA®), the American Institute of CPAs (AICPA), and the Virginia Society of CPAs (VSCPA). Jennifer was nominated a Top Financial Professional by Northern Virginia Magazine in 2016, 2018, 2019 and 2020. Jennifer previously served as Controller of a non-profit organization and CFO of an Industry Association.
|CPE (NASBA Category)||Finance|
|CAE (Field of Study)||Administration – Financial Management|
|Prerequisites||Finance and accounting knowledge|
|Delivery||Group live presented online due to COVID-19|
|CPE / CAE Credits||1.5|
|Learning Objectives||Preparation of Cash Budgets, Forecasts and Financial Planning
Review of ‘What-if’ Scenarios for Planning
Monitoring of Operating Reserves
Tightening of Cash Management, Cost Containment and Cash Flow
Creating a Culture of Overcommunicating to Boards and Finance Committees
U.S. Transactions Corporation
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Key Points About Services
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