Antoinette M. Swan

Financial Reporting for Heads, Directors, and Division Heads

$2,404.00 Your Price

Dates and Locations	Hotel Information	Registration	Workshop Status
July 14- 17, 2013 Stowe, VT	Workshop Location	Register Now!	-Confirmed to Run-

I now know the right questions to ask my business manager, accounting firm, and auditor, and I know how to make effective presentations to the Board and faculty.
Michele Bauman, Head of School
Gateway Academy, TX
Workshop participant 2011

Workshop Description Designed for Heads, Associate Heads, Directors, and Division Heads without accounting experience This workshop is "Finance and Accounting for the Rest of Us!" In this complex financial environment, people who use your financial information expect more transparency and accountability. Are you asking the right questions of your staff? Are you providing the correct and relevant information to your constituents? This workshop will give you the tools you need. You cover these topics—and more: Accounting terms and concepts Accounting processes and what they mean—accruals, allocations, prepaids, deferrals, reserves, depreciation, capitalizing vs. expensing Identifying the relationships between the statement of activities, the statement of financial position and the cash flow statement Financial statement analysis unique to not-for-profits and independent schools Examining financial ratios, benchmarking, and trends Reporting financial information to your constituents Workshop Leader Bio(s) Antoinette M. Swan ISM Adjunct Consultant Toni has served as the Director of Operations and Finance at Athens Academy (GA) since 1999, and has oversight of the 158-acre campus with buildings totaling 287,220 sq. feet. Her experience in accounting and accounting instruction include auditing and governmental financial accounting. Toni is has served as a lecturer in financial, managerial, and honors accounting at the University of Georgia, where she earned her bachelor’s and master’s degrees in accounting. She leads the Not-For-Profit Accounting and Financial Reporting and the Financial Reporting for Heads, Directors, and Division Heads workshops at ISM Summer Institute and co-facilitates the ISM annual Business Officers Retreat. Schedule 3-DAY WORKSHOP First day: 3–3:30 p.m.: Pick up your nametag 3:30–5:30 p.m.: Session 5:45–6:30 p.m.: Social Hour 6:30–7:30 p.m.: Dinner with ISM Second and third days: 7:30–8:30 a.m.: Continental breakfast 8:30–10 a.m.: Session 10–10:15 a.m.: Break 10:15–12 p.m.: Session 12-1:30 p.m.: Lunch with ISM 1:30–2:45 p.m.: Session 3–3:15 p.m.: Break 3:15–4:45 p.m.: Session 5–6 p.m.: Social hour Last day: 7:30–8:30 a.m.: Continental breakfast 8:30–10 a.m.: Session 9:45-10 a.m.: Break 10-12 p.m.: Session (Salt Lake City concludes at 10 a.m.)
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Financial Reporting for Heads, Directors, and Division Heads

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