Introduction to Financial Operations & Accountability 101
Introduction to Financial Operations and Accountability 101 provides a high-level overview of daily financial operations at United Way. You will learn skills to build and maintain effective and efficient business support functions such as financial management, internal controls, legal compliance, public reporting, investment policies, United Way Worldwide membership requirements, and United Way Standards of Excellence.
101 Topics Include:
  • Overview of United Way financial system 
  • Financial statements and functional expenses 
  • NPC policy for reporting total resources 
  • Pledges receivable & collections 
  • Financial analysis 
  • Pension Protection Act of 200 
  • Annual Data Base Two
  • Standards of Excellence overview 
  • Risk management 
  • Membership requirements
Introduction to Financial Operations & Accountability 201
Introduction to Financial Operations and Accountability 201 builds upon the 101 course by providing a deep dive into the specifics of membership requirements as they relate to audited statements, IRS Form 990, cost deduction for designated pledges and legal and/or regulatory concerns. Take these best practices back to your United Way to ensure you meet United Way Standards of Excellence in financial management, internal control and legal compliance.
201 Topics Include:
  • Membership Requirement H 
  • Audited financial statements 
  • Statement of financial position 
  • Statement of activities 
  • Statement of cash flows 
  • Statement of functional expenses 
  • Membership Requirement A 
  • IRS Form 990 
  • Membership Requirement M 
  • Cost deduction for designated pledges 
  • Legal and regulatory concerns for United Ways 
  • Risk management
Registration Cost
The standard registration price for United Way members for Introduction to Financial Operations & Accountability 101 is $545.

The standard registration price for United Way members for Introduction to Financial Operations & Accountability 201 is $545.
Dates and Locations
Start DateEnd DateInformationCityStateRegister
02/19/201902/20/2019Introduction to Financial Operations and Accountability 101  [More Info]AlexandriaVirginiaRegister Now
02/21/201902/22/2019Introduction to Financial Operations and Accountability 201  [More Info]AlexandriaVirginiaRegister Now
08/05/201908/06/2019Introduction to Financial Operations and Accountability 101  [More Info]DenverColoradoRegister Now
08/07/201908/08/2019Introduction to Financial Operations and Accountability 201  [More Info]DenverColoradoRegister Now