Professional Development

For community foundation CEOs, managers, or trustees with fiscal responsibilities, and who are new to finance and fiscal administration. This course provides a head start in understanding the complicated aspects unique to community foundation finances and an orientation to the resources needed to be effective in their new positions.

Detailed Agenda 

Overview

Experienced community foundation fiscal managers know that typical work day does not follow an orderly, sequential process. A typical work day is full of twists and turns - responding to donor opportunities, leveraging professional relationships, and informing and inspiring the board.

Participants at Financial Administration for Community Foundations follow these twists and turns as they simulate a hectic day of a typical fiscal manager where nothing goes exactly as planned. Real-life situations are augmented by background on the concepts involved in developing policies, reporting to the board, and negotiating with donors and professional advisors.

The interactive course curriculum is designed so that participants will:

• Have a framework for developing policies and practices related to the National Standards
• Understand the legal and regulatory requirements specific to community foundations that are necessary to maintain full legal, ethical, and industry standards compliance
• Better understand the implications and trade-offs in policy decisions
• Understand factors to consider in cash management, asset allocation, and fees
• Be more conversant in complicated fiscal issues, and better able to take your case to your Board
• Know when you need to find people who will help you get the job done, and be able to identify the skills you need in those people

Plus, this course provides valuable resources and enables participants to establish new professional contacts.

Courses

Community Foundation Fundamentals 

Community Leadership for Community Foundations 

Financial Administration for Community Foundations 

Making a Difference: A Community Impact Series 

Resource Development for Community Foundations 

Schedule of Center for Community Foundation Excellence courses 

Questions? Contact Sophie Dunbar at leaders@cof.org or 703-879-0768.