Advanced Financial Management Series
These stand-alone sessions are offered as part of the financial management series focused on helping participants understand and implement advanced financial management practices.
Advanced Procurement Practices
Session 1 of 5 of TDA’s Advanced Financial Management Series
Following federal acquisition standards involves identifying goods and services needed, determining the most appropriate method for purchasing these items, and carrying out the acquisition. Over the course of 90 minutes, this training focuses on the challenges and best practices for two of the five methods – sealed bids and requests for proposals (RFPs).
A Primer on Indirect Cost Rates
Session 2 of 5 of TDA’s Advanced Financial Management Series
Indirect costs are costs for common or joint purposes within an organization that benefit all programs or projects. While the Office of Management and Budget (OMB) provides guidance on indirect cost rates in 2 CFR 200, for many people they remain a mystery. Join us for 90 minutes as we pull the curtain back on indirect cost rates and explore the requirements and options you and your partners have.
Financial Statements - From Numbers to Action
Session 3 of 5 of TDA’s Advanced Financial Management Series
Financial statements tell you how much money an organization has on hand, how much debt is owed, and its monthly income and expenses. To gain an understanding of how to read and analyze financial statements, this 90-minute session focuses on the key ratios that help to determine the financial health of your partners and examines strategies to address what you may find. This is a case-based webinar.
Audits - What to Do with What You Know
Session 4 of 5 of TDA’s Advanced Financial Management Series
Audits provide a verification of the financial statements and internal controls of an organization by an objective third party (such as a CPA). They let you know that financial information is presented fairly and it is materially correct, and that the organization’s internal controls are working properly as designed. Join us for 90 minutes, while we focus on strategies you can use to address what you may find when reviewing audits and how to align your review to your monitoring and risk assessment process. This is a case-based webinar.
Staffing Your Program - Admin vs Activity Delivery Costs
Session 5 of 5 of TDA’s Advanced Financial Management Series
Programmatic oversight requirements are always expanding, and yet the administrative funds that can be used to pay staff for these activities never seem to be enough to cover the real costs agencies incur. For 90 minutes, we look at options for utilizing activity and project delivery to offset staff costs, and the practical considerations around time-tracking and staffing assignments.