RSS Feed CAA Financial Management Conference Call
Join CAPLAW for a series of facilitated conference calls focusing on current fiscal issues faced by CAAs. In each call, CAPLAW financial consultant Kay Sohl will facilitate a discussion of a preannounced topic and participants will have an opportunity to ask questions, share insights, and suggest future conference call and training topics.
CAPLAW is launching the Financial Management Conference Calls in response to the fiscal management survey CAA managers completed last fall and to the fiscal roundtable discussion at our June 2009 conference Seattle. Learn more about Survey findings and discussion themes for fiscal officers.
The calls will supplement CAPLAW’s CAA Financial Network e-Forum as a resource for CAA fiscal staff and other CAA managers to share information, provide informal peer-to-peer assistance on financial issues and benefit from financial experts’ input.
Archived Conference Calls | About Kay Sohl | Registration Questions
................................................................................................................
Upcoming Financial Management Calls
There are currently no upcoming calls.
................................................................................................................
Archived Financial Management Conference Calls
NEW! Dealing with Audit Findings
Facilitated by Kay Sohl
Guest Panelist: Mike Zeno and Mary Pockl, CPAs, S.R. Snodgrass A.C.Presented on August 3, 2011
Getting Your Money's Worth From Your Audit
Facilitated by Kay Sohl
Guest Panelist: Gary McGee, Managing Partner at Gary McGee & Co. LLP
Presented on July 18, 2011
Facilitated by Kay Sohl
Guest Panelist: Mitch Beauregard, Finance and Administration, ACCESS
Presented on May 25, 2011
View Recording | View PowerPoint Slides
Preparing the Annual Budget
Facilitated by Kay SohlPresented on March 23, 2011
View Recording | View PowerPoint Slides
................................................................................................................
About Participating in the Conference Calls
After registering you will receive a confirmation email containing information about joining the call. In order to participate in the call, you must dialing in with the phone number provided in your registration confirmation and reminder e-mail.
Space is limited. If you register for the call and will not be able to attend, please contact Cara Loffredo at loffredo@caplaw.org to cancel your registration.
................................................................................................................
Kay Sohl is a nonprofit financial management consultant with Kay Sohl Consulting in Portland, OR. Ms. Sohl has provided training and consultation on financial management issues for over 4,000 nonprofit organizations. She co-founded and served as Executive Director of Technical Assistance for Community Services, the Northwest’s largest resource for nonprofit capacity building assistance. Ms. Sohl is co-author of the Oregon Nonprofit Corporation Handbook, adjunct faculty for the Institute of Nonprofit Management at Portland State University, and a frequent presenter for the American Institute of CPAs not-for-profit annual conferences in Washington D.C.
................................................................................................................
For questions regarding the conference calls or registration, please contact Cara Loffredo at (617) 348-6426. Or, e-mail her at loffredo@caplaw.org.
................................................................................................................
These CAA Financial Management Conference Calls are part of the National T/TA Strategy for Promoting Exemplary Practices and Risk Mitigation for the CSBG program and is presented by Community Action Program Legal Services, Inc. (CAPLAW) in the performance of the U.S. Department of Health and Human Services, Administration of Children and Families, Office of Community Services Cooperative Agreement Number 90SQ0047. Any opinion, findings, and conclusions, or recommendations expressed in the call are those of the presenter(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration of Children and Families.
