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Miami: 18-24 June 2008
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1. Pre-Reading Assignment.
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Access the following website
and spend enough time to familiarize yourself with the
various aspects of financial management so that you have
an understanding sufficient to intelligently participate
in discussions during the class. This will probably
entail several hours.
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Basic Guide to Non-Profit
Financial Management
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- Read
the short excerpt “Fine-Tuning Trusteeship: Lessons From
the Road” included in the PDF document.
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2.
Pre-homework.
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Spreadsheets, such as Excel:
A significant part of the course will be devoted to
learning how to set-up a Long Term Financial Plan and
will require basic knowledge of how to use a
spreadsheet. Expert knowledge is not required, but
everyone must know how to perform the four basic
functions – addition, subtraction, multiplication and
division.
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3. Vignettes:
In preparation for the small group sessions in the
afternoon, please bring a written (one page) case study
or vignette, dealing with a financially-related problem
or situation you have confronted during your
professional practice.
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4. Items to bring
to the course: In addition to
the preparation above, please bring the following items
with you to the course:
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-A copy of
your school mission
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-A copy of your current school
budget (or summary)
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-A copy of the most recent audit
of your school. Copies may be in either paper or electronic
form. (Note: budgets and audits contain confidential
information. Consult with your school director or business
manager and use white-out liberally to conceal information
which should not be disclosed. Students will not be
penalized if their schools are unwilling to share any of
these documents.
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- Summary of salary and benefits
package at your school.
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-If at all possible, please
bring your laptop computer to this course. (you will be
working in small teams so if you do not have a laptop you
can pair with someone who does.)
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- We look forward to seeing
you in Miami this summer!
- John Sperandio and
Richard Tangye
