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In efforts to prevent the spread of COVID-19, we currently do not have any in-person noncredit classes scheduled.
Basic Financial Oversight and Management for Nonprofit Organizations
Time/date: Novemmber 18th, 2021 from 1:00 to 4:00. Online, via Zoom.
Note: This will be a Zoom webinar. Link information will be sent after you register.
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
Enrollment fee: $29
Presenter: Dan Sise
DAN SISE, JD, joined the Nonprofit Management and Leadership Program (NPML Program) at U.M. – St. Louis in October, 2008, and serves as the NPML Program’s Academic Coordinator and Community Engagement Manager. Dan is also an Assistant Professional Practice Professor in the Public Policy Administration Program at UMSL. He was the Interim Director of the Public Policy Administration Program from August 2017 to August 2019.
A 1997 graduate of the University of Illinois College of Law, Dan is currently licensed to practice law in Missouri and Illinois. In the course of his legal career, Dan has dealt with a wide range of issues, including regulatory compliance, insurance coverage and defense, community redevelopment, and nonprofit governance and oversight. He has served on the board of directors of a number of nonprofit organizations in the St. Louis area, including both foundations/funders, and direct service providers. He is currently a board member for Peter and Paul Community Services. Prior to joining the faculty of the NPML program, Dan worked at Habitat for Humanity St. Louis where he was director of operations.
Contact for questions: Dan Sise, 516-6378, or email@example.com
Issues of Confidentiality and Ethics to Consider in Nonprofit Organizations
This is a web training course. The course takes about 1 1/2 hours to complete.
To increase accessibility of this class during this period of remote learning, we have temporarily reduced its price to $5.
Nonprofit organizations deal with confidentiality and ethical issues on a regular basis. With respect to confidentiality, nonprofits must be concerned with client confidentiality, personnel confidentiality, possible trade secrets or proprietary information, and donor confidentiality. Balanced against all that, nonprofits are expected to operate with a high level of transparency and accountability. With respect to ethical concerns, nonprofit staff and board members must continuously work to spot and avoid possible conflicts of interest while also balancing ethical concerns with profitable, efficient operations. Attend this class to learn about the laws, standards, and best practices nonprofits need to know as they navigate issues of confidentiality and ethics.
Understand nonprofit information that should be kept confidential
Understand the balance between (a) expectations for transparency in nonprofit operations and (b) need for some decisions and information to remain confidential
Learn the elements of a good conflict of interest policy for a nonprofit organization
Learn how to identify and handle conflict of interest situations in nonprofit operations
Explore professional code of ethics guidelines on confidentiality including NASW Code of Ethics and NBCC Code of Ethics.
Instructor DAN SISE, JD, is an Assistant Professional Practice Professor, and the Coordinator of the Nonprofit Management and Leadership (NPML) program at the University of Missouri – St. Louis. Dan initially joined the PPA staff as a part of the NPML program in 2008. For the Public Policy Administration (PPA) Dan is an instructor on legal issues for nonprofits. For two years he was PPA's Interim Director, and he has served as the NPML program’s Academic Coordinator, and the program’s Community Engagement Manager. Dan currently advises NPML students, and directs the NPML program’s noncredit, 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. Prior to joining the faculty of the PPA/NPML program, Dan worked at Habitat for Humanity St. Louis where he was Director of Operations.
Registration fee: $5 (Regular fee is $29).
This is a web training course. Once you purchase and open the course, it will be available to you for 30 days. During that time, you may start and stop as needed, or watch it multiple times. If for some reason you purchase the course but never open it, it will expire in one year.
For more information about these workshops or to find out about upcoming workshops, or about the NPML Program, contact Dan Sise at firstname.lastname@example.org, or at (314) 516-6378.
Add your name to our mailing list to receive updated information as details become available.
Cancellation policy: If you are unable to attend a course, we ask that you notify us as soon as possible. Cancellations received in writing five business days prior to the date of the program will be refunded, less a 25 percent processing fee. You may send a substitute, but we ask that you notify us in writing of this change at email@example.com. If you do not attend or send a substitute, you or your employer will be billed the full registration fee.