Fee: $155 - $225. Click here to register.

This workshop focuses on definitions; the various concepts and components involved in the development of financial information; and an overview of basic financial reports. Topics include internal controls, activity vs. source reporting, cash vs. accrual, restricted and unrestricted funds, and allocation of revenues and costs.
 
Prerequisites: This workshop is for producers and users of financial information.
 
J. R. Yeager Jerald Yeager, a Project Director with CompassPoint specializing in Executive Transitions, brings over 20 years of experience in administrative and financial management to nonprofit organizations. Prior to joining CompassPoint, he served as Director of Finance for Greenpeace International, and as Director of Administration and Operations for Greenpeace in the US, Russia, and Ukraine. He has been a resident of the Bay Area since 1996 and has served as both Interim Executive Director and Director of Finance for several local organizations.

Fee: $155 - $225. Click here to register.

Everyone knows that finance is a big part of the Executive Director's job, but how do you know if you're succeeding? If you would like to gain confidence in your abilities to oversee your agency's finances as well as supervise your finance staff, this workshop might be exactly what you need. We'll cover topics such as assessing your financial condition, setting realistic financial goals and monitoring financial progress. This workshop is an opportunity to learn from your peers and leave with practical ideas for improving your financial leadership in the midst of current funding realities.  Includes the book, "Financial Leadership for Nonprofit Executives" by Jeanne Bell and Elizabeth Schaffer. 
 
Jeanne Bell, MNA is Executive Director of CompassPoint Nonprofit Services---one of the country’s leading providers of training and consulting services to community-based organizations. She is the co-author of Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long Term Success (Wilder). In addition to frequent speaking and consulting on nonprofit strategy and finance, Jeanne has conducted a series of research projects on nonprofit executive leadership, including Daring to Lead 2006: A National Study of Nonprofit Executive Leadership and Securing the Safety Net: A Profile of Community Clinic and Health Center Leadership in California. Jeanne serves on the Advisory Boards of the Institute for Nonprofit Organization Management at the University of San Francisco and The Nonprofit Quarterly.

Fee: $155 - $225. Click here to register.

This course builds on the tools and concepts from Supervision Part 1 and guides you through navigating some of the more challenging issues that many new and experienced supervisors face including: effective delegation, performance evaluation, and problem solving.

This course is part of a 2-part series please take Supervision: Helping People Succeed-Part 1 before taking this course.
 
Nelson Layag  As Project Director, Silicon Valley, Nelson leads the development and programming of CompassPoint's Silicon Valley site and Resource Center.  He was formerly the Director of Technology at CompassPoint, where he lead the development of innovative technology projects for the nonprofit sector which include an online and interactive training resource for community organizers and an e-learning course for Cisco employees who are about to join a nonprofit board. He has served in a number of positions at CompassPoint, including Director of Education. Prior to joining CompassPoint, Nelson was the Accounting Operations Coordinator at Morrison & Foerster in San Francisco and Group Home Supervisor for Star House in San Jose. He was a social worker serving at risk youth in Baltimore before coming to California. Nelson has a BA in Business Administration and Marketing from Loyola College in Baltimore, MD and where he was one of the first student coordinators for the Center for Values and Service at Loyola, which connects student and faculty volunteers with community nonprofit organizations in Baltimore.