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Instructor: Lisa A. Gioia, CPA/MPA, MCNL Senior Fellow and nonprofit accounting and tax consultant at Lisa A. Gioia, CPA

Thursday, May 30, 2019 — 8:30 a.m. – 3:30 p.m.

In this seminar you will learn about strategic financial planning and how to evaluate your organization’s financial planning process. This offering is designed for organizations with medium to large budgets or individuals with more advanced knowledge of the financial topics listed below.

$195

Register

Key Topics

  • Strategic planning and budgeting
  • Planning the budgeting process
  • Estimating costs and forecasting income
  • Planning for contingencies and budget revisions
  • Cash flow projections and cash management tools
  • Evaluating the organization’s financial planning process

Program Details

Location and Parking:
This session is being held in the Brookside Room at the Kauffman Foundation Conference Center at 4801 Rockhill Road in Kansas City, Missouri. There is free parking available.

Meals:
Breakfast and lunch will be provided.

Photo and Video Release:
By attending the event, you are giving MCNL permission to use photos and videos from the workshop in future promotional materials.

Cancellation and Transfer Policy:
Full refunds will be given when cancellations are made at least five working days before the first session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun. You may transfer your registration by contacting MCNL at (816) 235-5720 or culverm@umkc.edu.

Scholarships:
MCNL has a limited number of partial scholarships that can be applied to the registration fee for most of our programs. Apply for a scholarship using our online form.