Online Course: Introduction to Financial Management (Winter 2020)

  • Registration Closed
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An AASLH Small Museum Pro! Online Course

Session FULL

Please note the Winter Session of Introduction to Financial Management is now full. If you would like to be placed on the waiting list for the Winter Session, please email learn@aaslh.org. The next session of this course will be held Sept. 14 - Oct. 11, 2020 and registration will open June 1, 2020.

Course Description 

Designed for staff and volunteers of all abilities and organizations of all sizes, this four-week course provides an accessible, clear, and even fun introduction to financial concepts. From understanding expenses and income to how to establish an endowment, this course will equip you with a toolkit to engage with finance on your terms and to your ability.

Over the four weeks, students will participate in dynamic discussions, review relevant and timely readings, and ultimately build a real, usable budget tailored to their organization’s needs.  

The course is divided into four weekly segments, each accompanied by an online lesson, forum, chat, and assignment:

  • Week One: Introduction to financial terminology and reporting systems
  • Week Two: Understanding earned, contributed, and investment income; UBIT
  • Week Three: Understanding expenses, cost projections and analysis
  • Week Four: The relationship between finance and mission relevance; financial health

Details

COURSE DATES: January 27 - February 23, 2020

COST: $195 AASLH Members / $295 Nonmembers

OPEN REGISTRATION: November 1, 2019 - January 19, 2020; 20 participant limit

Course Logistics

FORMAT: Online, instructor-led, weekly-paced course

LENGTH: 4 weeks 

PARTICIPATION STYLE: Weekly assignments; final course assignment; elective participation in online real-time chats. Students should expect to spend 2-5 hours per week on the course. 

MATERIALS: One required text, Financial Fundamentals for Historic House Museums, Rebekah Beaulieu, 2017 (Texts are NOT INCLUDED with your registration. You must order the book separately from the book seller of your choice.) Students should bring real-life financial information to the course to be used in course assignments to create a budget. Students should also have access to and basic knowledge of Microsoft Excel or a similar spreadsheet program as it will be used extensively to complete assignments. Note: all institutional financial information will be kept confidential and shared only with the instructor. 

CREDIT: Successful completion of this course (80% or higher) will earn one credit toward the Small Museum Pro! certificate from AASLH.

Participant Outcomes

At the end of this course you will:  

  • Understand processes related to budgets and basic financial systems in accordance with best practices  
  • Understand institutional financial planning, goal-setting, and analysis  
  • Bridge mission- and non-mission-based activities with financial outcomes 
  • Feel more comfortable and better equipped to create operational and special project budgets

Who Should Take This Course

Whether you have financial responsibilities at your organization, wish to build a skill set for a leadership position in the future, or simply want to better comprehend and contribute to financial decision-making, this course is for you.  

Rebekah Beaulieu

Treasurer, American Association for State and Local History (AASLH)

AASLH Online Course Instructor

Email: becky@taftmuseum.org

Rebekah Beaulieu, Ph.D. is the Louise Taft Semple President & CEO of the Taft Museum of Art in Cincinnati, Ohio. She previously served as Director of the Florence Griswold Museum in Old Lyme, Connecticut and as Associate Director at the Bowdoin College Museum of Art. She serves as Treasurer of AASLH and on the faculty of AASLH’s History Leadership Institute. Becky is also an Accreditation Commissioner for the American Alliance of Museums.

Becky is the author of Financial Fundamentals for Historic House Museums (Rowman & Littlefield, 2017 and of Endowment Essentials for Museums (2022)). She holds an M.A in Art History and Museum Studies from the University of Wisconsin-Milwaukee, and in Arts Administration from Columbia University; she earned her Ph.D. in American and New England Studies at Boston University.

Key:

Complete
Failed
Available
Locked
Certificate of Completion
1 Small Museum Pro! Certificate Credit credit  |  Certificate available
1 Small Museum Pro! Certificate Credit credit  |  Certificate available Successful completion of this course (80% or higher) will earn one credit toward the Small Museum Pro! certificate from AASLH.

Cancellations/Refunds for online continuing education (webinars and online courses) must be submitted in writing via email or mail. Cancellations made prior to the start date for the online course or the day of the webinar will be given a full refund. No refund will be given after the start date for the online course or on/after the day of the webinar. Registrants may transfer their registration to another person. Registrations cannot be transferred between courses or course sessions. AASLH is not responsible for cancellations that were mailed or emailed but never received.

If you have any questions, please contact AASLH Programs staff at 615-320-3203 or learn@aaslh.org.