Book It Right, Track It Right, Report It Right: Clarifying the Finances of Your Fundraising Program

Book It Right, Track It Right, Report It Right: Clarifying the Finances of Your Fundraising Program
Tuesday, October 17 | 1:00 PM – 2:00 PM | Part 1 of 2-Part Web Series (attend just one or both sessions!)

Presented by: Cindy Bergvall, CPA, Director, Bee, Bergvall & Co. | Liz Vibber, MS, Director, Catalyst Center for Nonprofit Management

Offered in Partnership with: Bee, Bergvall & Co. and Catalyst Center for Nonprofit Management

Offered in two parts, this workshop series will address critical aspects to ensure your fundraising program is managing and tracking revenues and expenses correctly.

In Session I: Clarifying the Finances of your Fundraising Program, on October 17, we’ll start with:

• Critical concepts surrounding fundraising expenses, including their definition and proper allocation.
• Optimal methods for accounting special events to ensure accurate financial reporting.
• Strategies to appropriately categorize administration and program expenses for accurate financial tracking.

Then, in Session II: Managing the Reporting of your Fundraising Program, on October 24, we’ll cover:

• The disclosures necessary for fundraising solicitations, ensuring you remain compliant and transparent.
• The complex landscape of reporting revenue, distinguishing between program and fundraising revenue.

Participants may register for one or both sessions (with a small discount for the 2-part series package deal!).

Join us and empower yourself with the expertise to implement sound fundraising practices.

SINGLE SESSION TICKETS (for Part I: Clarifying the Finances of Your Fundraising Program only)

Per Person Cost:
$30 for PANO Members | $66 for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$96 per group for PANO Members | $211 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

2-PART SERIES TICKETS (20% discount over the cost of purchasing each session individually)

Per Person Cost:
$48 for PANO Members | $105 for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$154 per group for PANO Members | $338 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

About the Facilitators:

Cindy Bergvall, CPA, Director, Bee, Bergvall & Co.

Cindy provides strategic consulting, audit, and accounting services to businesses, nonprofits, and municipalities. She enjoys employing financial modeling and business planning to help her clients achieve their strategic goals.

Cindy also has an active role with the firm’s affiliate company the Catalyst Center for Nonprofit Management. Through facilitated discussion and financial analysis Cindy partners with nonprofit organizations to increase their capacity and improve sustainability. She also provides management and Board member training through the Center. In addition to speaking for the Center, Cindy presents locally and nationally for a number of groups including PANO, the PICPA, and a number of community foundations and governmental organizations.

A frequently requested speaker, she has spoken to nonprofit audiences on Assessing Your Financial Health, Auditing Procedures, Development Issues for Nonprofits, Tax Issues for Nonprofits, Succession Planning, and Strategic Planning. Groups she has presented for include the Pennsylvania Association of Nonprofit Organizations (PANO), the Pennsylvania Institute of CPAs, the North Penn Nonprofit Academy, and the firm’s Catalyst Center for Nonprofit Management. Cindy has served on a number of Boards, in various capacities including board chair. She is Adjunct Faculty for Cairn University’s Nonprofit Leadership graduate program.

Liz Vibber, MS, Director, Catalyst Center for Nonprofit Management

Liz is a Partner for the Catalyst Center for Nonprofit Management, as well as the Marketing Director for Bee, Bergvall & Co. She joined the firm in 1999.

Liz has over 30 years of experience providing strategic consultation to both the public and private sectors. She currently directs the marketing and management consulting services for clients of Bee, Bergvall & Co., Certified Public Accountants as well as the Catalyst Center for Nonprofit Management. Projects Liz has worked on include the development of business and strategic plans, governance consulting, mergers and collaborations, needs assessments, survey design as well as executive searches. She leads many of the Catalyst Center trainings on topics including, but not limited to board governance, strategic planning, and fundraising. She has earned a Master of Science in Organizational Dynamics from the University of Pennsylvania, and a Bachelor of Arts in Communications from Kutztown University. Liz has served on a number of Boards of Directors and has held the positions of board chair, vice-chair, as well as chair of strategic planning and governance committees.