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Introduction to Financial Operations & Accountability
Introduction to Financial Operations & Accountability was designed for anyone who has operational responsibilities within a United Way. Recently revised into a 3-day course, this program provides an overview of membership requirements and financial management basics (including pledge processing, donor designations, and financial analysis). You will cover Data Base 2 Survey and IRS Form 990, then progress into a deeper dive of Risk Management, Membership Requirement forms, current trends and future planning. Return to your local United Way with these best practices to ensure you meet United Way Standards of Excellence in financial management, internal control and legal compliance!
Topics Include:
  • Overview of United Way Financial System 
  • NPC Policy for Reporting Total Resources 
  • Pledge Processing, Receivables & Collections 
  • Donor Designations
  • Financial Analysis  
  • Annual Data Base 2 Survey
  • Membership Requirements
  • Membership Requirement A
  • Membership Requirement H
  • Audited Financial Statements
  • Statement of Activities
  • Statement of Cash Flow
  • Statement of Functional Expenses
  • Evergreen Campaign Reporting
  • Salesforce Philanthropy Cloud/ Digital Services
  • Membership Requirement M
  • Legal and Regulatory Concerns for United Ways 
  • Risk management 
Registration Cost
The standard participant registration cost for this program is $545.

Dates and Locations
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