Do you ever shrug your shoulders and say, “I’m not a numbers person?” Does the thought of opening a multi-tab spreadsheet make you break out in cold sweats? Or, are you a finance professional who feels like you’re pulling teeth trying to help your non-finance friends take the budgeting process seriously? If so, then join this session to take the fear out of budgeting.
Let BKD’s budgeting experts René Larsen and Stephanie Whitacre take the fear out of your budgeting process. In this 60 minute webinar you’ll learn:
- Budgeting basics (what they are, types of budgets, and why we budget)
- Budget timelines & lifecycles
- How to tell your budget story
As an added bonus, finance professionals will gain tips on how to communicate critical budgeting concepts to their team.
This session is ideal for program managers, event planners, or anyone who dreads developing or managing their annual budgets. Even if you’re a whiz-CFO, you’re welcome to join to learn a few tips on how to communicate important budget concepts to your non-number colleagues.
Participants in this session will walk away with a better understanding of the budget process.
This is a program of the Effective Nonprofit Series.
René Larsen is a member of BKD’s Kansas City Not-For-Profit Advisory Services team. She has more than 25 years of experience with both not-for-profit and for-profit organizations.
She started her career providing accounting services to the several mutual fund clients. After nearly 10 years in that industry, she moved to Ronald McDonald House Charities of Kansas City as the director of finance. In 16 years, René led the charity to grow from $1,200,000 to over $5,000,000 and increased its capacity to serve from 37 to 87 families per night.
She was honored by the Kansas City Business Journal as CFO of the year in 2017.
Stephanie Whitacre, CPA, is a member of BKD’s not-for-profit advisory services team and BKD National Not-for-Profit Group. She has more than 11 years of experience providing assurance and consulting services to charitable organizations, foundations, membership organizations and religious organizations. She assists clients in identifying best practices, implementing new accounting standards, internal control reviews, financial reporting and management dashboards. She also performs firm training programs. Stephanie has significant experience with Government Auditing Standards and compliance requirements with the Uniform Guidance.
She is a member of the American Institute of CPAs (AICPA) and Kansas Society of CPAs (KSCPA). She was a member of the 2013 KSCPA “20 up to 40” Leadership Program and has obtained the AICPA Not-for-Profit II Certification.
Stephanie serves on the board of directors of the Wonderscope Children’s Museum of Kansas City and the finance committee of Nonprofit Connect. She is a member of the United Way of Greater Kansas City Young Leaders Society. She also has served on the board of the not-for-profit organization Young Nonprofit Professionals Network of Kansas City.
So that we can serve you better, we want to understand who is in the room. You will be asked two demographics questions as you register for this event. We will never share your individual information, and we will only report on demographics in aggregate. Any questions or comments? Contact us at email@example.com.