Grantee Financial Assessment
October 20, 2015
1:00 pm - 4:00 pm
As part of the grantmaking process, it is important to assess the fiscal health of proposed grantees. This workshop will provide hands-on techniques including a financial dashboard tool that can be used as part of the grantmaking process.
Participants are encouraged to bring financial information of grantees in which to use the techniques. Individual feedback will be provided during the session.
Andrew C. Holman, CPA, is a partner and member of the firm’s nonprofit and outsourcing teams. Since joining the firm in 1987 and becoming partner in 1993, Andy has focused on nonprofit audit and financial management.
In addition to his 30-plus years of nonprofit experience, Andy frequently serves as an adjunct professor at the University of Wisconsin — Milwaukee, teaching a graduate course in nonprofit accounting and financial management as part of the Helen Bader Institute for Nonprofit Management. In 2007, he co-presented on, “Informing Nonprofit Management via the Analysis of Key Financial Ratios,” at the Association for Research on Nonprofit Organizations and Voluntary Action’s annual conference.
In 2006, the Wisconsin Institute of Certified Public Accountants (WICPA) awarded Andy the WICPA Public Service Award for his public service work at the local, regional and state levels.
Andy graduated from the University of Wisconsin — Milwaukee with bachelor degrees in business accounting and community education. He is a member of the American and Wisconsin Institutes of Certified Public Accountants and serves on boards such as the Friends of the Milwaukee Public Library and Be the Change. When he’s not working or volunteering, Andy enjoys traveling and nature photography. His photography is featured in RitzHolman CPAs’ marketing materials.
Daniel G. Neely, Ph.D., CPA is an associate professor in the accounting area of the Sheldon B. Lubar School of Business at UWM. He currently teaches governmental and nonprofit accounting at the graduate level. His research interests include governmental and nonprofit financial reporting, corporate governance matters, and the effectiveness of regulation.
Pre-registration is required. Registration deadline is October 19, 2015.
Two days prior to the event, you will receive an email with directions and parking information.
Free for WPN Members, $35.00 for non-member funders, open to funders only.
During registration, select your method of payment. We accept payments via check or credit card through PayPal (A PayPal account is not required). Please let us know if you would prefer an invoice.
Need to Cancel?
All cancellations must be made in writing (fax, email, or mail) prior to October 11, 2015 in order to receive a refund (less a $25 processing fee) or to avoid being invoiced for the full cost of your attendance. Refunds will not be available on or after October 12, 2015.
Contact Amanda Buckley, Director of Program Development and Evaluation, or call her directly at 414.290.2251.
Venue: Schlitz Park