Budgeting Basics for Program Staff


June 5, 2018
9:00am - 12:00pm


Boston Private Bank
10 Post Office Sq
Boston, MA 02108

Nonprofit organizations should have a budget plan in place for their programs and activities.  Learn what non-accountants need to know from Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP, including:

  • Basics of budgeting
  • How to create a budget – we will be creating a budget from scratch
  • Best practices related to budgeting 

Stephanie has 22 years of financial and accounting experience, specializing in the nonprofit sector. She has been at CliftonLarsonAllen LLP (formerly Accounting Management Solutions, Inc.) for almost 13 years. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. She also has extensive experience working with organizations that receive federal funding and are subject to audit under OMB Circular A-133.

Since joining the CLA team, Stephanie has attained AMS Rapid Diagnostic Certification and performed many  assessments on nonprofit organizations. In her assignments, she has served as Part-Time CFO and Special Projects Specialist for several nonprofit organizations in the Massachusetts, Rhode Island, and New York areas. 

This training is part of the MKI Financial Series. To learn more about the other trainings, visit the links below. 

April 3rd- Financial Statements for CDCs

May 3rd- Internal Controls For CDCs and Nonprofit Orgs

To register for all three sessions at a total rate of $200 (Regular), $170 (Member), or $90 (Student/Intern/Americorps), REGISTER HERE

Use the link below to register for Budgeting Basics ONLY:

Registration fee: 

Regular: $75; MACDC Member: $60; Student/Americorps/Intern: $30

Type of event: 

MKI Training

Learning area: 

Nonprofit Governance