Thursday, Sept. 13, 2018 from 1-5 p.m. in #202 JC Penney Conference Center (on the UMSL north campus)

Every organization should have board or staff members that possess financial credentials and/or experience and are charged with the primary responsibility of reporting or managing the financial matters of the nonprofit. However, board and staff members whose expertise is other than financial still need the ability to monitor and manage the financial condition of the organization. This is an introductory, basic course covering important financial management and oversight principles and activities in every nonprofit organization.

Attendees will learn:

  • How to manage a range of budget and financial matters in relation to your fiscal year
  • Indicators of financial health as well as how to detect potential trouble spots
  • A basic understanding of nonprofit financial statements
  • Plain-language (non-accountant-speak) financial concepts, activities and procedures that anyone can understand

The primary instructor for this class will be Dan Sise of the UMSL Nonprofit Management & Leadership Program, but Dan will be joined by Mary Kay Lofgren and Becky Knezevich of Rubin Brown, who will provide more specific details on accounting concepts and financial statements.

Instructor Dan Sise, JD, is currently the Interim Director of the Public Policy Administration (PPA) program at the University of Missouri – St. Louis. Dan initially joined the PPA staff as a part of the Nonprofit Management and Leadership program (NPML) in 2008. In his roles with the PPA and NPML programs, Dan has been an instructor on legal issues for nonprofits, the NPML program’s academic coordinator, the NPML program’s Community Engagement Manager, and now is the PPA program’s acting director. In addition, Dan still directs the NPML program’s non-credit, continuing education classes and training. A 1997 graduate of the University of Illinois College of Law, Dan is currently licensed to practice law in Missouri and Illinois. Dan has served on multiple nonprofit organization boards, including the boards of three different foundations/funders. He currently serves on the board of directors of Camp Rainbow Foundation. Prior to joining the faculty of the PPA/NPML program, Dan worked at Habitat for Humanity St. Louis where he was director of operations.

Instructor Mary Kay Lofgren is a Partner in RubinBrown’s Assurance Services Group. She also serves as a Vice Chair of the Not-For-Profit Services Group. She primarily serves clients in the nonprofit and public sector industries. Mary Kay has more than 21 years of experience working on assurance engagements in these industries, as well as Uniform Guidance (A-133) single audits. Mary Kay also chairs the Not-For-Profit Services Group Private Schools segment. Mary Kay teaches the Financial Issues in Managing NPOs course of the Nonprofit Management Leadership Program at the University of Missouri – St. Louis. She also speaks about a variety of not-for-profit organization topics.

Instructor Rebecca Knezevich is a Manager in Rubin Brown’s Not-For-Profit and Assurance Services Groups. She serves as the leader of the Team Member Development Committee of Rubin Brown’s Not-For-Profit Group. In addition to not-for-profits, Becky has experience working in the real estate, manufacturing and distribution industries. She specializes in audit, attest services, and internal controls and operations.

Registration fee: $30

Click here to register for Basic Financial Oversight and Management for Nonprofit Organizations!

For additional information about this class, and all the continuing education classes offered by the Nonprofit Management & Leadership Program, please check out our web site at: