Association of Fundraising Professionals
San Diego Chapter

Web Conference
Tuesday, December 5, 2006

What Fundraisers Need to Know About Budgets
and Financial Statements
Barkley Calkins

The session will emphasize the funder's perspective on all aspects of the financial management of the nonprofit organization. What are the basic financial statements and how do funders analyze them? How can the fundraising professional use the financial statements and budgets to develop new funding ideas and more compelling proposals? How can the financial statements and the budgeting process be integrated in to a strategy to more effectively engage the board and staff in the fundraising process?

Conference Details:

• Date: Tuesday, December 5, 2006
   
• Time:
  10:00 a.m.-11:30 a.m.
  Please plan to arrive about 10 minutes early as the web conference begins promptly.
   
• Location:
  San Diego County Medical Society Foundation
  5575 Ruffin Road, Suite 250
  San Diego, CA 92123
   
• Directions:

  • From I-8: Merge onto Interstate 163 North. Take the Clairemont Mesa Blvd. East exit toward Kearny Villa Rd. Turn right onto Clairemont Mesa Blvd. Turn left onto Ruffin Rd.
     

  • From I-805 South: Merge onto CA-52 E. Take the Kearny Villa Rd / Junction I-15 exit. Take the Kearny Villa Rd exit. Turn right onto Kearny Villa Rd. Stay straight to go onto Ruffin Rd.
     

  • From I-15 North: Take the Clairemont Mesa Blvd exit. Turn left onto Clairemont Mesa Blvd. Turn right onto Ruffin Rd.
     

• Parking: Parking is available at the building.
   

Target Audience:

This Web Conference is useful for executive directors, fundraisers, and board members - general audience, probably most useful for entry level and mid level.

Learning Objectives:

• Participants will be able to:
   
  • Understand how funders assess the quality of the NPO's financial management
    • The audit
    • Ratio analysis/benchmarking
    • Implications of Sarbanes Oxley
       
  • Understand the development of funding ideas and strategies from financial information
     
  • Understand the integration of financial information into compelling proposals
     
  • Understand the budgeting process as a vehicle for engaging the board and staff in fundraising

About the Presenter:

Barkley Calkins is Project Coordinator for the Nonprofit Sector Resource Institute at Seton Hall University. During a distinguished 25 year career with J. P. Morgan and Company, he was a financial analyst who later became responsible for the bank's charitable giving in the areas of health care and international affairs; since leaving Morgan, he has consulted with nonprofit organizations and foundations, and directed the New Jersey program for the National Executive Service Corps. Thus he brings to our web conference a substantial body of experience with finance and financial management, as well as with both grant making and grant seeking.

CFRE Workshop
Friday October 17

Audio Conference
Wednesday
October 29

National Philanthropy
Day
Wednesday
November 12

Chapter Meeting &
Luncheon Program
Friday, December 5

2008
Chapter Meeting
Workshop
Calendar

2008
Audio Conference
Calendar

Event Archive For
Membership Reception
Thursday
September 18

Event Archive For
Chapter Meeting
Friday September 5

Event Archive For
Chapter Meeting
Friday August 8

Event Archive For
Chapter Meeting
Friday June 6

Event Archive For
Chapter Meeting
Friday May 2

Event Archive For
Chapter Meeting
Friday April 4

Event Archive For
Chapter Meeting
Friday March 7

Event Archive For
Chapter Meeting
Friday February 1