Calendar

Budgeting Basics for Program Staff

Dates: 

April 4, 2019
9:30am - 12:30pm

Location: 

Duck Mill Community Room
4 Union Street
Lawrence, MA 01841

Instructors: 

Stephanie O’Leary, BizOps Chief Financial Officer, CliftonLarsonAllen LLP

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 over 23 years of financial and accounting experience, specializing in the nonprofit sector. Her expertise includes financial and operational oversight, financial reporting, budgeting and forecasting, administration of grants, and developing and improving processes and procedures. 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. She has particular expertise in processing complex accounting and tax credit issue for several community development centers. 


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

Financial Statements for CDC's

Internal Controls for CDCs and Non-profit Organizations


Registration deadline: 

Thursday, March 28, 2019

Registration fee: 

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

Type of event: 

MKI Training

Learning area: 

Nonprofit Governance