Tuesday, August 21, 2012


The management and protection of financial resources are major concerns for all non-profit organizations, regardless of whether they are a small all-volunteer group or large national association.

On Wednesday, Sept. 19 from 5:30-7:30 p.m., we'll  be hosting an interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective.”  

Held at Northeast Parent and Child Society, 530 Franklin Street in Schenectady, the two-hour session will focus on the fiscal responsibilities of board members and non-profit leaders.  The cost is $15 and registration is required by calling Bonnie Brisk at (518) 785-0134 x 169. Space is limited.

“Although board members and leaders of non-profit agencies are responsible for oversight and management of their agency’s financial management, many are often unfamiliar with the system,” said Frank Venezia, CPA, a colleague of mine at the firm who will lead part of the session. “This workshop will provide easy-to-understand examples and suggestions that can be readily implemented in any organization.”

Among other topics, attendees will learn:

  • The board’s specific responsibilities in fiscal management 
  • The purpose and goals of a fiscal management system
  • Steps a board can take to effectively create accountability and oversight 
  • What to look for when reviewing financial reports
  • How to minimize risk of fraud or financial mismanagement
  • The board’s interaction with internal and external auditors

Frank has 35 years of public accounting experience and oversees our Accounting and Auditing Services. He currently supervises audits and provides management advisory and other services for various not-for-profit organizations, fire districts and employee benefit plans.

Alan Krieger, a former executive director of two non-profits, will co-present.  His company provides bookkeeping and financial management consulting services, training, leadership and organizational development services to leaders, staff and board members of non-profit agencies across the state.

For more information, please call Frank at (518) 785-0134, or drop him a line at  fsv@marvincpa.com  

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