Online Course: Financial Structures and Strategy (Fall 2021)

  • Registration Closed

Course Description

Intended for those with little to moderate familiarity with financial concepts, this four-week course helps students better understand institutional finance and accountability. Staff, board members, and volunteers will find this course applicable to their work within nonprofit organizations, agencies, and other structures.

“Financial Structures and Strategy” introduces the “big ideas” of organizational financial management: functional accounting, transparency, the annual reporting process, and the relationship between finance and mission. Not only will students learn the basic structures and functions of financial oversight, they will also understand how to activate finance as a strategic tool to benefit organizational planning and evaluation.

Over the four weeks, students participate in dynamic discussions, review relevant and timely readings, and ultimately learn how to prepare and analyze financial systems.   

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

  • Week 1: Course overview and introduction to financial systems
  • Week 2: Overview of the annual audit process and preparation of financial statements
  • Week 3: Introduction to the IRS Form 990, UBIT, and other tax considerations
  • Week 4: Strategies and recommendations for long-term institutional financial health

Note: The Introduction to Financial Management course presented by AASLH is not required as a prerequisite for this course, though may prove useful in preparation.

Details

COURSE DATES: August 30 – September 27, 2021

COST: $150 AASLH Members / $250 Nonmembers / 10% discount for STEPS participants with promo code found in the online STEPS Community

OPEN REGISTRATION: June 1 - August 16, 2021 DEADLINE EXTENDED TO AUGUST 30; 20 participant limit

Course Logistics

FORMAT: Online, Instructor-led, Weekly-paced course

LENGTH: 4 weeks

PARTICIPATION: Students should expect to spend approximately 5 hours per week on readings, text-based forum discussions, and assignments

LIVE ZOOM OFFICE HOURS: We recommend downloading the Zoom mobile or desktop app for this course. 

  • A one-hour live Zoom office hour will be held weekly
  • Final dates/times will be determined by the instructor at the start of the course
  • Office hours are not recorded and are optional to attend

MATERIALS:

  • Required Textbook: Financial Fundamentals for Historic House Museums, by Rebekah Beaulieu, 2017.
  • Texts are NOT INCLUDED with registration. Participants must order the book separately from the book seller of their choice. A discount code is provided after registration.
  • 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.

TECHNOLOGY: Participants will need access to internet and a desktop computer, laptop, or tablet to participate in this course. For the live Zoom office hours, we recommend having access to a camera and a headset, earpods, or other audio and microphone device. Automatic captioning is available in the Zoom discussions. 

Participant Outcomes

Participation in this course will help you:   

  • Understand basic nonprofit functional accounting systems and the role of financial transparency
  • Structure and execute the annual financial reporting process
  • Analyze financial data according to mission relevance
  • Establish financial procedures to ensure financial sustainability.

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.  

How to Register

Click here for instructions on how to register yourself or another user for this event. 

​Rebekah Beaulieu

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

Director, Florence Griswold Museum

Rebekah Beaulieu, Ph.D. is the Director of the Florence Griswold Museum in Old Lyme, Connecticut. She is an Accreditation Commissioner for the American Alliance of Museums and an active Peer Reviewer for AAM’s Accreditation/MAP programs, IMLS, and the NEH; and is chair of AAM’s Historic Houses and Sites Professional Network, vice-president of the New England Museum Association, and a board member of Connecticut Humanities. She has also served on the faculty of AASLH’s History Leadership Institute and is the author of Financial Fundamentals for Historic House Museums (2017). Beaulieu holds an undergraduate degree in American Studies and Art History from the George Washington University, Masters degrees in Art History and Museum Studies from the University of Wisconsin-Milwaukee and in Arts Administration from Columbia University, and a doctorate in American Studies from Boston University, with a dissertation a the study of financial models in historic house museums.

Click here for instructions on how to register yourself or another user for this event. 

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Cancellation/Refunds for onsite workshops must be submitted in writing via email to learn@aaslh.org or mail to 2021 21st Ave S., Suite 320 Nashville, TN 37212. Cancellations made prior to the early-bird registration deadline date will receive a full refund. Cancellations made between the early-bird deadline date and eight days prior to the workshop will be subject to a $55 processing/materials charge. No refunds will be given within seven days of the workshop date. AASLH is not responsible for cancellations that were mailed or emailed but never received.

Cancellations/Refunds for online professional development (webinars and online courses) must be submitted in writing via email to learn@aaslh.org or mail to 2021 21st Ave S., Suite 320 Nashville, TN 37212. 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 Professional Development staff at learn@aaslh.org or 615-320-3203.