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Budgeting Basics for Program Staff

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

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.



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