Take your nonprofit organization to the next level by taking your knowledge to the next level!

For more information please contact Tracy Simmons – 325-481-8300 Ext. 3241 or via email at tsimmons@howardcollege.edu

Nonprofit Financial & Risk Management

What Every Nonprofit Should Know

September 17, 2019 - 8:30 AM - 4:30 PM

Topics to be covered:

Nonprofit Financial Management & Oversight

Risk Management & Insurance Suggestions for Nonprofits.

Financial Oversight: A Role of an Executive Director

  • Identify and describe the financial oversight responsibilities of the Chief Executive of a nonprofit
  • Identify and describe the financial oversight responsibilities of a the Board of Directors
  • Practice reading and analyzing a set of financial statements
  • Read and analyze case studies and articles to “make the connection” to financial management and oversight

Topics:

  • Chief Executive Responsibilities
  • Board Responsibilities
  • Texas Business Organizations Code
  • Financial Statements
  • Annual Budget
  • Cash Flow Budget
  • Form 990
  • Taxes and appropriate state and federal filings
  • Contracts and large financial transactions
  • Executive Compensation
  • Internal Controls
  • Fraud Detection and Prevention

Risk Management and Insurance Suggestions for Nonprofit Organizations

  • Identify and describe the various types of insurance a nonprofit may need
  • Identify risks associated with nonprofit organizations

Topics:

  • Who is Liable?
  • Property and Casualty Protection
  • General Liability
  • Special Events
  • Property Coverage
  • Crime Coverage
  • Electronic Equipment
  • Business Auto Protection
  • Commercial Umbrella Protection
  • Cyber Liability
  • Workers Compensation
  • Executive Protection
  • Student Activities
  • Preventative Measures

We partner with leading experts in nonprofit management and leadership to create resources designed to assist you in learning to run the best programs possible. We know nonprofit leaders have many roles and responsibilities. Our workshops help give you tools you can put into practice immediately. 

Past Workshops

Review topics and presenters from past workshops.

Presenters

Meet leading and relevant professionals in the Nonprofit industry.

Network

Meet other local nonprofit professionals and representatives.

Past Topics Include

  • Twelve Principles of Highly Effective Boards
  • Executive Director and Board Roles & Responsibilities
  • Effective Board Meetings
  • Fundraising
  • The Accountability Indicators
  • Your Impact Speech and Your Case Statement
  • And many more….

Workshops and Resources

Workshop Flyer

Cyndi Vara, CPA

Cyndi Vara is currently the CFO at the Permian Basin Area Foundation. Cyndi joined the Foundation in 2005 when she moved to the Midland area with her husband and daughter. She was previously the Director of Finance for a large non-profit organization in Amarillo that provides services in family violence, sexual assault/rape crisis, child care, education, prevention, and counseling. Cyndi began her professional career in 1995 in public accounting, providing audit, tax, accounting, and consulting services to clients from a variety of industries, with an emphasis on services to nonprofit organizations. Cyndi’s non-profit organization experience includes financial reporting and budgeting, management of federal, state, and local grant funds, cash and investments management, accounts receivable, accounts payable, payroll, risk management, human resources, technology planning and implementation, drafting and implementation of policies and procedures, Form 990 preparation, and coordination of financial statement audits.

Cyndi has served as an active volunteer for several non-profit organizations. She was a volunteer Girl Scout Leader in Amarillo for five years, served on the board of directors of Children’s Rehabilitation Center of Amarillo for four years, holding the office of Treasurer for three years, and has served on the board of directors of Community Children’s Clinic of Midland. Cyndi also serves on the Board of Directors of Fiscal and Administrative Officers Group, a membership organization serving finance and administrative staff of community foundations.

Teresa Cain

Teresa Cain is originally from McGregor Texas, just outside of Waco. She attended Baylor University, where she earned Bachelor of Business Administration degree with dual majors in Insurance and Information Management Systems. Teresa is well known for her industry expertise and her creative approach to solving problems. Her clients appreciate her willingness to help and she genuinely cares for those she serves. Teresa is a Certified Insurance Counselor (CIC) as well as a Certified Risk Manager (CRM) and she teaches insurance principles to local businesses and non-profit leaders upon request. Her work experience includes leadership positions with industry leading firms such as The InWest Group and Mims & Smith Insurance Agency. In June of 2015 Teresa decided to start her own firm, Cain Insurance Solutions. Cain Insurance Solutions specializes in meeting the insurance and risk management needs of, businesses, non-profits, churches, private schools, professionals, contractors and oil & gas producers/service companies.

In addition to Teresa’s professional accomplishments she is also profoundly involved in the community alongside her husband of twenty-two years, Paul and their two daughters Savannah and Abbey. Teresa is a dedicated volunteer having served multiple organizations including Midland Shared Spaces, Camp Fire of West Texas, The Junior League of Midland, Bynum School, MARC, Inc., Midland Classical Academy and The Non-Profit Management Center to name a few.

Workshop Flyer

Carole V. Rylander, CFRE

Carole inspires and engages nonprofit leadership to maximize mission impact by strengthening fund development, planning and governance practices. She has expertise in feasibility studies, capital campaigns, major gift campaigns, case for support development, governance and strategic planning. A frequent speaker and facilitator, she draws on more than 30 years of service in the nonprofit sector to benefit board and staff members with highly rated workshops.

Carole has held the Certified Fund Raising Executive credential since 1990, is a BoardSource Certified Governance Trainer, was named 2006 Outstanding Fundraising Executive by the Dallas Chapter of the Association of Fundraising Professionals, is a CoreClarity Certified Facilitator and is a Qualified Trainer with the Institute of Cultural Affairs. She started Rylander Associates, in 1998 after serving for 14 years as senior development officer with a Dallas nonprofit.

Workshop Flyer

Wendy Biro-Pollard

Wendy Biro-Pollard is a volunteer engagement expert and BoardSource Certified Governance Trainer. She has conducted webinars, keynotes and workshops for individuals in the public-private sector, for state and national associations, corporate and community foundations, and faith-based and governmental agencies including the Corporation for National Community Service. During her career, Wendy directed the Volunteer Center of Austin and healthcare volunteer programs at the Austin Health & Human Services Department, St. David’s Medical Center, Austin State Hospital and Methodist Hospitals in San Antonio. She developed curriculum and served on the national training team for VISTA Americorps for over a decade. She also served on the national training team for Temple University’s boomer volunteer initiative, and provided training and coaching for the Kansas Volunteer Commission’s skills-based volunteer initiative. For the past ten years, Wendy has served as an adjunct faculty member for The Center for Nonprofit Studies at Austin Community College. During that time, she and colleague, Kathleen McCleskey, have taught a four-day certificate in a volunteer management course. Wendy lives in the Texas Hill Country with her husband, Gareth, and therapy dog, Gracie.

Workshop Flyer

  Laurie L. Johnson

Laurie Johnson joined the Nonprofit Management Center of the Permian Basin in 2006 following a 27-year career in public relations and marketing. In her capacity as Executive Director, she serves as a resource to nonprofit organizations throughout West Texas. Laurie has extensive expertise in nonprofit governance, leadership, finance, marketing, and strategic thinking.

Prior to joining the Center, Laurie was an account planner with Admarc Southwest, a regional advertising and public relations firm based in Midland. She also served as the Director of Public Relations at Midland Memorial Hospital.

A native of Temple, Texas, Laurie moved to Odessa after earning a bachelor’s degree in Radio/TV/Film from Baylor University. She has done graduate study at UTPB and is accredited in Public Relations (APR).  In addition, she received a Not-for-Profit Certificate from the American Institute of Certified Public Accountants (AICPA)

Laurie is active in numerous civic and charitable organizations including the Association of Junior Leagues International, Junior League of Odessa, Girl Scouts of the Desert Southwest, Compass Academy Charter School, and American Advertising Foundation.  She has received numerous awards and recognitions for her volunteer and professional work.  (For more information visit www.nmc-pb.org)

  Javier Loera

Javier joined the Nonprofit Management Center in April of 2017 as a Senior Consultant, providing information, assistance, consulting, and planning to nonprofit organizations in the West Texas region.

Prior to joining the Center, Javier worked in the oil & gas sector, overseeing the marketing efforts for Saulsbury Industries for nearly 10 years, as well as working in property management as a Director of Marketing & Business Development with Simon Property Group. During this time, Javier has served on boards, committees, and was a volunteer youth pastor for 6 years.  While still very active in numerous capacities in his local church, he continues to serve in various ways to influence the next generation of leaders in and for our community.

He is a native of Odessa, TX, and attended UTPB obtaining his BBA in Management. His experience includes marketing, branding, graphic and web design, business development, operational management, and is a student of leadership methodology and theory.  (For more information visit www.nmc-pb.org)

Workshop Flyer

Carole V. Rylander, CFRE

Carole inspires and engages nonprofit leadership to maximize mission impact by strengthening fund development, planning and governance practices. She has expertise in feasibility studies, capital campaigns, major gift campaigns, case for support development, governance and strategic planning. A frequent speaker and facilitator, she draws on more than 30 years of service in the nonprofit sector to benefit board and staff members with highly rated workshops.

Carole has held the Certified Fund Raising Executive credential since 1990, is a BoardSource Certified Governance Trainer, was named 2006 Outstanding Fundraising Executive by the Dallas Chapter of the Association of Fundraising Professionals, is a CoreClarity Certified Facilitator and is a Qualified Trainer with the Institute of Cultural Affairs. She started Rylander Associates, in 1998 after serving for 14 years as senior development officer with a Dallas nonprofit. (For more information visit www.rylanderassociates.com)

  Laurie L. Johnson

Laurie Johnson joined the Nonprofit Management Center of the Permian Basin in 2006 following a 27-year career in public relations and marketing. In her capacity as Executive Director, she serves as a resource to nonprofit organizations throughout West Texas. Laurie has extensive expertise in nonprofit governance, leadership, finance, marketing, and strategic thinking.

Prior to joining the Center, Laurie was an account planner with Admarc Southwest, a regional advertising and public relations firm based in Midland. She also served as the Director of Public Relations at Midland Memorial Hospital.

A native of Temple, Texas, Laurie moved to Odessa after earning a bachelor’s degree in Radio/TV/Film from Baylor University. She has done graduate study at UTPB and is accredited in Public Relations (APR).  In addition, she received a Not-for-Profit Certificate from the American Institute of Certified Public Accountants (AICPA)

Laurie is active in numerous civic and charitable organizations including the Association of Junior Leagues International, Junior League of Odessa, Girl Scouts of the Desert Southwest, Compass Academy Charter School, and American Advertising Foundation.  She has received numerous awards and recognitions for her volunteer and professional work.  (For more information visit www.nmc-pb.org)

 

If you would like more information about upcoming events and nonprofit resources please contact Tracy Simmons. 

Tracy Simmons
(325) 481-8300 – Ext: 3241
tsimmons@howardcollege.edu