|
Financial Management and Analysis – Modules 1 and 2 A CSMFO Core Course 9:00 a.m.-12:00 p.m., Wednesday & Thursday, April 16 & 17, 2025 CSMFO has developed a four-part course in Financial Management and Analysis. You will learn from practitioners with a deep understanding of financial management concepts about how best to implement sound managerial and financial policy decisions. These decisions will then be oriented towards achieving the goals and priorities of the organization while helping to achieve financial sustainability. The first part of this course, consisting of Modules 1 and 2, is scheduled for two days and provides the foundation to understanding a number of key financial management and analysis concepts and tools.
Module 1 provides context for the importance of these issues and provides an understanding of best practices, assessing fiscal condition, and effective data collection and analysis techniques.
Module 2 discusses fiscal policies in detail, long-term financial planning, effective cost allocation, and properly valuing and setting aside resources for needed facility, vehicle/equipment, maintenance, and other recurring needs. This class is limited to 60 participants. Advance registration is required for this class. THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY! This course will be delivered in two sessions: Session One: Wednesday, April 16, 2025, 9:00 am - 12:00 pm Session Two: Thursday, April 17, 2025, 9:00 am - 12:00 pm Instructors: - David Cain, Retired Finance Director/Treasurer
- Scott Catlett, Director, Eide Bailly LLP
Continuing Professional Education: Attendees earn 6 hours of CPE Credit (Technical) by attending all sessions. Attendees must attend all sessions to obtain CPE credit. Cost: $200 for CSMFO members $260 for non-CSMFO members Not a member? Consider joining CSMFO today! Click here to join. The companion course, Financial Management & Analysis, Modules 3 & 4, will be offered on the following dates:
June 11 & 12, 2025, 9:00 am - 12:00 pm Refund Policy for Course and Chapter Events 1. A full refund to a course or chapter event (“event”), regardless of method of delivery (i.e. virtual or in person), will be provided to an enrollee provided the enrollee submits a request in writing at least 3 business days before the event by emailing office@staff.csmfo.org. A $25 cancellation fee will be assessed, and no account credits will be offered. 2. CSMFO will allow certain transfers of the event registration if the enrollee provides written notice (by emailing office@staff.csmfo.org) at least 3 business days before an event, as follows: a. The enrollee may transfer their registration to another event that already exists on the event calendar within the same calendar year. b. The enrollee may transfer their registration to another person for the same event. c. If the transfer is unable to be made to an event that already exists on the event calendar in the same calendar year, CSMFO will provide a full refund (no cancellation fees). d. In cases where such transfers result in a price differential (for example, if the new event has a higher fee than the event, or, if the transfer is being made from a member to a non-member), the differential will become due to CSMFO. 3. If an enrollee registers for an event within the 3 business days of the event and is unable to attend, no refund or transfer will be allowed.
|
