Recorded Webinar: Beyond the Spreadsheet: Finance and Organizational Priorities

Recorded On: 12/12/2019

  • Register
    • Nonmember - $30
    • Academic Program - Free!
    • Academic Faculty - Free!
    • Academic Student - Free!
    • Partner Institution - Free!
    • Partner Institution Staff - Free!
    • Premier Partner Institution - Free!
    • Premier Institution Staff - Free!
    • Platinum Partner Institution - Free!
    • Platinum Institution Staff - Free!
    • Complimentary - $15
    • Individual Membership - $15
    • Subscription Services - $15
    • Institutional Budget - $15
    • Institutional Staff - $15
    • Individual Student - $15
    • Institutional Member - $15
    • Individual Student Renew - $15

    Continue

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 60-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:

RECORDED DATE: December 12, 2019

COST: $15 Members / $30 Nonmembers

Participant Outcomes:

After viewing 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.

Key:

Complete
Failed
Available
Locked
Recorded Webinar: Beyond the Spreadsheet: Finance and Organizational Priorities
Recorded 12/12/2019
Recorded 12/12/2019
You must register to access.
Beyond the Spreadsheet - Handout - Slides
Open to download resource.
Open to download resource.
You must register to access.
Beyond the Spreadsheet - Handout - StEPs Program Info
Open to download resource.
Open to download resource.
You must register to access.
Beyond the Spreadsheet - Handout - Exhibition Proposal
Open to download resource.
Open to download resource.
You must register to access.
Beyond the Spreadsheet - Handout - HRM Statement of Functional Expenses
Open to download resource.
Open to download resource.
You must register to access.

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.