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Nonprofit Finance Conference

Camp Finance 2013

Friday, September 27th, 2013
Senator Inn, Augusta

The development and management of financial systems that are clear, effective and well understood by staff and board leadership is important to the financial sustainability and mission impact of nonprofits. In challenging fiscal environments, it is even more critical to have strong financial management systems in place, as they provide organizational leaders with the information they need to identify possible challenges and opportunities in a proactive manner.Camp Finance is a one-day conference for nonprofit leaders at all levels of experience.

Camp Finance registrants can choose to be part of the Privately Funded Organization track, for organizations that derive a majority of their revenues from self-generated sources or the Government Funded Organization track, for organizations that derive a majority of their revenues from contracting with public institutions.

Registration for this event is now closed. Please call us at 207-871-1885 if you have questions about the 2013 event.

Event Schedule

  • 8:30 AM – 9:00 AM Registration + Continental Breakfast
  • 9:00 AM – 12:15 PM Morning Sessions – see below for details on tracks and sessions
  • 12:15 PM – 1:00 PM Lunch
  • 1:00 PM – 4:00 PM Afternoon Sessions – see below for details on tracks and sessions

Download a copy of the 2013 Camp Finance Program, including workshop descriptions and full presenter bios.

Privately Funded Organization Track

Intended for organizations that derive a majority of their revenues from self-generated sources

9:00am – 10:30am: Financial Literacy for Nonprofit Organizations (and their Boards)

Thriving in today’s nonprofit environment requires professional financial skills. Financial competency within management and board oversight is as important as your organization’s mission: No margin – no mission.

An understanding of nonprofit finance is a key element for your board to fulfill its responsibilities. This 90-minute presentation and discussion will show you how to communicate the financial health of your organization in ways that all board members will comprehend. It is designed to provide you with the ability to convey key financial data that reinforces the board’s confidence in the financial management of the organization.

Intended for CEO’s, Finance Directors and Board Members, this workshop will include:

  • Modeling a Board-friendly and mission-oriented budget
  • Discussion of the financial literacy issues that will reinforce board confidence
  • Strategies for presenting the content and analysis that boards need to fulfill their financial duties

Presenter: Chris Amann, M.A., M.B.A. has worked as the CFO for the Maine Public Broadcasting Network and the Farnsworth Art Museum. He has spent his career working within the nonprofit sector. 

10:45am – 12:15pm: Internal Controls

Whether your nonprofit is small or large, a system of internal controls that is documented and functioning can benefit your staff, board and stakeholders alike. Strong controls can assure funders and donors that resources are used as intended, lessen the instances of fraud, and foster a culture of integrity and accountability for both staff and board members.

Intended for CEO’s, Fiscal and Fundraising staff, and board members, this session will cover:

  • Internal Controls – the real definition
  • Elements of fraud, and ways to prevent it
  • Setting up your system and making it work

Presenter: Kelly Mathews, Chief Operating Officer, Sr. V.P., Financial Accountability and Compliance Services, New York Council of Nonprofits, Inc. Since 1998, Kelly has led NYCON’s Financial and Accountability and Compliance Services, providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State, both directly and via partnerships with New York State agencies and foundations. She also serves as NYCON’s Chief Operating Officer, providing leadership on NYCON’s organization-wide initiatives, public policy and infrastructure. 

1:00pm – 2:30pm: Budgeting Effectively: Tools and Tips

You have to know “WHAT IS” before plotting your course into the future. An effective, functional budget is a road map towards the coming year, and if developed thoughtfully, can also be a tool to take you further. In this session, we’ll identify and discuss common mistakes, strategies for developing a sound budget, and share tips to make your budget an essential part of your planning process.

In this session, we’ll cover:

  • The Basics: what a budget is and is not
  • Some common mistakes to avoid
  • A detailed, functional approach

Presenter: Kelly Mathews, Chief Operating Officer, Sr. V.P., Financial Accountability and Compliance Services, New York Council of Nonprofits, Inc. and Michelle Jarvais, Chief Financial Officer, New York Council of Nonprofits, Inc. Since 1998, Kelly has led NYCON’s Financial and Accountability and Compliance Services, providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State, both directly and via partnerships with New York State agencies and foundations. She also serves as NYCON’s Chief Operating Officer, providing leadership on NYCON’s organization-wide initiatives, public policy and infrastructure.  As CFO for NYCON, Michelle she is responsible for all the fiscal operations of the consolidated entity, all human resource functions, manages the Group Employee Benefit Program, and oversees NYCON’s fiscal staff. In addition Michelle works with NYCON’s Financial Accountability and Compliance Group providing financial management, technical assistance and training to nonprofit staff and boards of directors throughout New York State. 

2:45pm – 4:00pm: Cash Flow Management

One of the greatest challenges many in the nonprofit arena face is predicting and managing cash flow. Those reliant on fundraising and fee-for-service activities can often face greater challenges than those dealing with government funding. This session will not offer a magic bullet, but will provide participants with both concrete and creative ways of dealing with our often unpredictable revenue streams.

In this workshop, we’ll discuss:

  • Knowing ourselves – the sources of our revenue
  • Mapping our year  -the good, the bad and the ugly
  • Strategies to master (or at least manage!) our money

Presenter: Kelly Mathews, Chief Operating Officer, Sr. V.P., Financial Accountability and Compliance Services, New York Council of Nonprofits, Inc. Since 1998, Kelly has led NYCON’s Financial and Accountability and Compliance Services, providing financial management technical assistance and training to nonprofit staff and boards of directors throughout New York State, both directly and via partnerships with New York State agencies and foundations. She also serves as NYCON’s Chief Operating Officer, providing leadership on NYCON’s organization-wide initiatives, public policy and infrastructure. 

Download a copy of the Camp Finance Program, including workshop descriptions and full presenter bios.

Government Funded Organization Track

Intended for organizations that derive a majority of their revenues from contracting with public institutions

9:00am – 10:30am: MAAP Regulation Update

This workshop will provide an update related to the changes that have been made in the Maine Uniform Accounting and Auditing Practices for Community Agencies (MAAP). This will be followed by a question and answer session.

Presenters: Tom Constantine and Tony Madden, Auditors, DHHS – Division of Audit. Tom has eight years of experience working in general and cost accounting in Maine manufacturing companies, six years of experience in Maine state government accounting, and has worked for the last fourteen years in the social service section of the Audit Division of the Department of Health and Human Services.

10:45am – 12:15pm: A133 and Yellow Book Updates

This workshop will cover the 2013 compliance supplement, proposed changes to OMB Circular A-133, as well as upcoming changes to the data collection form filed with the federal audit clearinghouse. Also presented will be information about common findings and audit quality issues as identified by the Government Accounting Office. Lastly, as if that wasn’t enough excitement, this workshop will summarize reporting changes that resulted from the Audit Clarity Standards project.

Presenters: Grant Ballantyne and Sarah Belliveau , Auditors, BerryDunn. Grant is a Senior in BerryDunn’s Health Care/Not-for-Profit Practice Group and provides audit and accounting services to a variety of not-for-profit and health care organizations. Sarah is a Principal in the  Not-For-Profit and Health Care Industry Groups and in addition to providing audit, accounting, tax, and management advisory services to a variety of not-for-profit and health care organizations, she develops internal and external training sessions.

1:00pm – 4:00pm: Federal Grants-Financial Oversight and Compliance

Congratulations! Your organization has been awarded a federal grant. Your hard work, program development, and grant writing expertise has paid off. Now it’s time to turn your attention to program and financial compliance. From developing phase-in budgets and internal controls over grant expenditures, to managing your monthly financial close and preparing for your first audit, this workshop will cover the nuts and bolts of becoming “grant ready.”

Presenters: Maureen J. Kenney, Erin L. Larson and Peter G. Montano, Macpage. Maureen, MSSW – Consulting Manager, brings a wealth of knowledge in a broad spectrum of for-profit and non-profit arenas, including human resources, organizational development, board development, corporate merger integration activities, performance management, risk management and more. Erin, MSA, CMA –Manager, helps lead Financial Systems and Strategies serving as trusted advisor in a CFO or controllership capacity to a range of professional service firms, nonprofits and small businesses. Her specialties include budgeting, management reporting and financial analysis. Peter, CPA – Client Service Director, has over 20 years’ experience providing audit, advisory and tax services to nonprofit organizations and venture funds. He is responsible for the planning, control and coordination of audit services, issue identification and resolution, and presentation of the final management letter, financial statements and compliance reports.

Download a copy of the Camp Finance Program, including workshop descriptions and full presenter bios.

Lodging

If you are traveling and plan to stay overnight, the Senator Inn is offering a discounted room rate of $79.99 for economy queen rooms, which includes a deluxe continental in the dining room from 6:30 to 9:30am. Reservations must be made by September 12, 2013 to secure this rate. Reference the Maine Association of Nonprofits Finance Conference when making your reservation.

2013 Camp Finance Sponsors

Lead Sponsor

Healey & Associates Logo

Co-Sponsors

Bank of Maine       MACPAGE_LOGO_2C

Media Sponsor

Mainebiz logo