Live Webinar: Beyond the Spreadsheet: Finance and Organizational Priorities

Recorded On: 12/12/2019

  • Registration Closed

Many of us recognize the utility of financial management, but struggle with how to best engage it with other organizational activities like strategic planning, operational needs related to programming and community engagement, messaging, and preparation for institutional change. This webinar helps participants foresee and tackle challenges of incohesive financial planning, such as fragmentation within the institution (the “silo effect”), lack of proper fundraising strategy, and potentially weak and even uncompliant organizational management.

In this 75-minute webinar, instructor Becky Beaulieu, author of Financial Fundamentals for Historic House Museums (Rowman & Littlefield, 2017) will help participants learn to identify financial priorities as they relate to institutional needs and goals. She will also address building buy-in amongst internal and external stakeholders to best position your organization for financial stability and strong partnerships.

This webinar is designed for participants of all levels, including staff, volunteers, and board members.

This webinar is part of the StEPs Lab series of online continuing education offered to both StEPs program participants and all others interested in the topic of financial management. This is StEPs Lab 19.

Details:

DATE: December 12, 2019

TIME: 3:00 - 4:15 pm EASTERN (Remember to adjust for your time zone)

COST: $40 Members / $65 Nonmembers / $15 discount for StEPs participants with promo code found on StEPs Community website 

Participant Outcomes:

After taking part in this webinar, participants will:

  • Learn how to engage financial systems with organizational planning.
  • Ensure effective alignment between financial best practices and the needs and responsibilities of paid/unpaid staff and board members.
  • Become more familiar with standards related to financial management and learn best practices for meeting those standards.

We will record this event. Access the Recorded Webinar in the AASLH Resource Center after the event has passed. Registrants of this event receive complimentary access to the recording in their Dashboard. 

Closed captioning is provided for this event.

​Rebekah Beaulieu

Rebekah Beaulieu, Ph.D. is the Director of the Florence Griswold Museum, an art museum, National Landmark historic house, and 13-acres of gardens and grounds in Old Lyme, Connecticut. She serves on the faculty of AASLH’s History Leadership Institute, and is a member of the Association’s Finance Committee. Becky is also a board member of the New England Museum Association and Connecticut Humanities, and was recently appointed an AAM Accreditation Commissioner.   

Becky is the author of Financial Fundamentals for Historic House Museums (Rowman & Littlefield, 2017). 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.  

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Live Webinar: Beyond the Spreadsheet: Finance and Organizational Priorities
12/12/2019 at 3:00 PM (EST)   |  75 minutes
12/12/2019 at 3:00 PM (EST)   |  75 minutes
Beyond the Spreadsheet - Handout - Slides
Open to download resource.
Open to download resource.
Beyond the Spreadsheet - Handout - StEPs Program Info
Open to download resource.
Open to download resource.
Beyond the Spreadsheet - Handout - Exhibition Proposal
Open to download resource.
Open to download resource.
Beyond the Spreadsheet - Handout - HRM Statement of Functional Expenses
Open to download resource.
Open to download resource.

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.