Effective Financial Communication and Messaging to Boards (Not-for-Profit Conference)

CPE

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended this session at the Not-for-Profit Conference on June 8-9, 2015, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice.

Earn CPE during your lunch break!

Learn strategies to effectively provide financial information to your board so it can monitor the health of the organization and advance its mission.

Hear A. Michael Gellman, CPA, CGMA, cover the following:

  • Hot button issues relevant for effective staff and fiduciary board oversight
  • Why financial over-messaging is as dysfunctional and damaging as not delivering financial reports
  • How to assemble board financial reports


Speaker(s)

A. Michael Gellman, CPA, CGMA
Rubino & Company, Chartered
CPA’s and Consultants

 

A. Michael Gellman, CPA, CGMA, Shareholder - of Rubino & Company, Chartered has more than 30 years experience in nonprofit accounting working as a financial and management consultant where he focuses on specialized management and advisory services for trade and professional associations, public charities, private foundations, private schools and endowment based foundations.  Mr. Gellman works predominately with comprehensive budget and projection based system environment in support of senior management and organizational leadership.  Currently, Mr. Gellman is the Shareholder responsible for the firm's Not-For-Profit Specialty Practice Consulting Services Group.

Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems for over 25 years.  He has conducted numerous seminars and has written articles on budgeting, reserve and investment policies, financial management, fees for services, leading economic indicators for nonprofits, and Federal form 990 and the impact on governance and transparency and accountability.  Organizations and Institutions Mr. Gellman has spoken before include; American Institute of Certified Public Accountants (AICPA), Greater Washington Society of CPA's (GWSCPA’s), Institute of Management Accountants (IMA), American Society of Association Executives (ASAE), Center for Nonprofit Advancement (CNA) and others.  Mr. Gellman teaches courses and has made presentations for Georgetown University, George Washington University, Virginia Tech, Anne Arundel Community College, State of Maryland Nonprofit Financial Management and Fund-raising Workshops, Mayor’s Office District of Columbia, U.S. Chamber of Commerce Institute for Organization Management (IOM), Washington Regional Association of Grantmakers, Center for Nonprofit Innovation, Volunteers of America, and many other nonprofit organizations.

Mr. Gellman has served as Chair of Greater Washington Society of CPA's Not-For-Profit Committee and Chair of the Annual Not-For-Profit Organizations Symposium, and is a Past President of the Greater Washington Society of CPA's. He has also served on the Finance & Administration Section Council of the American Society of Association Executives and is the current Treasurer Lois Roth Endowment (Fulbright), and Chair of Marketing Committee and Continuing Professional Education (CPE) Committee for GWSCPA’s, and is serving on various other nonprofit boards including B’nai B’rith International.


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